CONNECT WITH US
NEWS TAGGED DEMAND
Friday 31 October 2025
Lam Research ramps up ultra-low temperature etching for next-generation 1,000-layer NAND
As demand for cloud and edge AI accelerates, high-capacity storage is becoming increasingly critical. Lam Research has announced stable mass production of its next-generation ultra-low...
Friday 31 October 2025
Delta Electronics sees AI boom stretch power and cooling capacity to the limit
Global AI growth continues unabated, with Delta Electronics emerging as a key indicator of demand for AI server power and cooling systems. At its latest investor meeting, chairman...
Friday 31 October 2025
Tim Cook sees China growth returning on strong iPhone 17 momentum
Apple remains confident about its growth prospects in China even as tariff-related costs continue to rise. CEO Tim Cook described the Chinese market as "incredibly vibrant and dynamic,"...
Friday 31 October 2025
Skyworks-Qorvo merger boosts Taiwan GaAs foundry demand
US radio frequency and power amplifier manufacturer Skyworks Solutions announced it will merge with Qorvo. The combined company is estimated to be valued at US$22 billion, with plans...
Friday 31 October 2025
Australia’s Lynas deepens Malaysia roots with US$120 million rare earth expansion
Australian rare earths producer Lynas Rare Earths announced plans to increase heavy rare earth processing capacity at its Malaysian facility to meet growing market demand. The company...
Friday 31 October 2025
Renesas reports significant profit decline and warns of potential inventory risks with Nexperia dispute
Japanese semiconductor manufacturer Renesas Electronics has disclosed a challenging beginning to 2025, revealing a decline in revenue and a sharp drop in profitability for the first...
Friday 31 October 2025
What India's latest PCB drive means for its semiconductor supply chain growth
India's newly approved multilayer and high-density interconnect (HDI) printed circuit board (PCB) projects mark a crucial upstream shift in the country's electronics manufacturing...
Thursday 30 October 2025
UMC reports Q3 gains as specialty and 22nm platforms boost growth

Benefiting from increased wafer shipments and higher capacity utilization, United Microelectronics Corporation (UMC) reported its most...

Thursday 30 October 2025
MXIC chair vows comeback after ninth straight quarterly loss
Memory chipmaker MXIC reported a net loss of NT$862 million (US$28.1 million) in the third quarter of 2025, marking its ninth consecutive quarterly deficit. Chairman Miin Wu candidly...
Thursday 30 October 2025
Jensen Huang dispels AI bubble concerns, but Cisco executives warn that market correction is inevitable
Nvidia CEO Jensen Huang has dismissed AI bubble concerns at GTC DC, claiming that market demand is real and tangible. He stated that customers are willing to pay for powerful AI models...
Thursday 30 October 2025
Samsung 3Q25 marks the reset of the global memory hierarchy
Samsung Electronics staged a strong rebound in the third quarter of 2025 and set the tone for the next phase of the memory cycle, where AI infrastructure, premium product mix, and...
Thursday 30 October 2025
Microsoft's AI engine accelerates with record growth and expanding partnerships
Microsoft kicked off its 2026 fiscal year with another blockbuster quarter. First quarter fiscal 2026 revenue reached US$77.7 billion, up 18% year-over-year, while operating income...
Thursday 30 October 2025
Celestica delivers record third-quarter results on strong AI infrastructure demand, raises full-year outlook
Celestica reported strong financial results for the third quarter of 2025, driven by sustained demand from key hyperscale customers investing heavily in artificial intelligence data...
Thursday 30 October 2025
Samsung 3Q25 profit surges on AI chip demand, beats estimates
Samsung reported consolidated revenue of KRW86.1 trillion (US$59.8 billion) and operating profit of KRW12.2 trillion for the quarter ended September 30, 2025, beating both its own...
Thursday 30 October 2025
Flex posts record quarter as it pivots toward higher-margin, AI-focused business

Flex, a global manufacturing and supply-chain solutions company, reported record earnings for its fiscal second quarter, buoyed by...