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    NEWS TAGGED DEMAND
    Wednesday 20 May 2026
    Former Samsung semiconductor head warns that memory prices and demand could fall sharply after 2028
    The global semiconductor industry has been focused on a memory supercycle, with some forecasts suggesting the upturn could last until 2030. However, Kye-hyun Kyung, former head of...
    Wednesday 20 May 2026
    Google and Blackstone could lift ASIC demand with TPU leasing joint venture
    Recent media reports say Google is set to team up with Blackstone to form a new cloud computing leasing company, with Blackstone as the main shareholder. The new venture aims to build...
    Wednesday 20 May 2026
    Samsung faces major strike after bonus talks collapse

    Samsung Electronics faces a major labor disruption after its union said about 48,000 workers would walk off the job on May 21, beginning...

    Wednesday 20 May 2026
    Quanta Cloud Technology commits US$61.71 million for California facility lease amid AI server buildout
    Quanta Cloud Technology announced that its subsidiary QMN purchased a 10-year right-of-use asset for a California facility lease for US$61.71 million to support expanding manufacturing...
    Wednesday 20 May 2026
    Aerospace fastener demand extends into multi-year cycle as NAFCO expands Malaysia capacity amid Boeing ramp-up
    Taiwan-based aerospace engine fastener maker National Aerospace Fasteners Corporation (NAFCO) said order visibility has extended to as long as eight to nine years as Boeing accelerates...
    Wednesday 20 May 2026
    South Korea sounds alarm on manufacturing hollow-out as AI server boom lifts Taiwan
    As artificial intelligence reshapes the global economy, demand for data centers is rapidly redrawing the export map of nations.
    Wednesday 20 May 2026
    Analysis: Japan's auto giants diverge—who's navigating the storm, and who's still in it
    Japan's three largest automakers reported fiscal 2025 results that signal shifting production strategies and significant implications for suppliers across North America and beyond...
    Wednesday 20 May 2026
    Nvidia earnings set to beat again on AI rack boom
    Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.
    Wednesday 20 May 2026
    South Korea turns defense contracts into quantum's commercialization launchpad
    South Korea's leading defense contractor, LIG Defense & Aerospace, and the state-backed Agency for Defense Development are accelerating efforts to move quantum defense technologies...
    Wednesday 20 May 2026
    Apple's memory bargaining power weakens amid AI-driven supply squeeze, Korean media says
    South Korean media commentary has highlighted a structural shift in Apple's influence over memory chip pricing, arguing that its long-standing bargaining power over suppliers is weakening...
    Wednesday 20 May 2026
    China's OSATs chase bigger role as AI chips strain packaging supply

    China's OSAT providers are trying to move deeper into advanced packaging as artificial intelligence (AI) demand strains global chip packaging...

    Wednesday 20 May 2026
    Phison taps overseas bond market for US$800 million storage push

    Phison Electronics has completed pricing for its first overseas unsecured convertible bond sale, raising US$800 million as the NAND controller...

    Wednesday 20 May 2026
    Intel prioritizes high-end CPUs as AI demand tightens global supply
    Intel is urging notebook and PC customers to adopt its most advanced chip manufacturing technology as surging demand for artificial intelligence computing continues to strain global...
    Tuesday 19 May 2026
    DB HiTek's power-chip push hits delay as stakes rise
    South Korean foundry operator DB HiTek is facing a slower ramp in silicon carbide (SiC) and gallium nitride (GaN), testing its push into next-generation power semiconductors as technology...
    Tuesday 19 May 2026
    TDK expands bonding equipment investment, launches first mass production of nanocomposite materials
    Japanese electronic components manufacturer TDK will make its largest-ever capital investment in fiscal 2026, running from April 2026 to March 2027, to address surging demand related...
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook