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    Commentary: AMD's Taalas acquisition echoing Jensen Huang's Groq strategy
    3min ago
    AI drives power semiconductors into at least a two-year shortage
    5min ago
    MicroLED still lacks key LTPO TFT tech
    8min ago
    Samsung faces tougher HBM4E test after HBM4 comeback
    15min ago
    Russia drives ICE exports as Europe masks NEV transshipment demand
    Aug 17, 18:24
    China tightens grip on LCD panels as TV share nears 80% and monitor share tops 70%
    Aug 17, 18:24
    Samsung’s HBM comeback is only the beginning, exec warns
    Aug 17, 18:24
    NEWS TAGGED DEMAND
    Monday 17 August 2026
    WaveSplitter returns to profit as AI optics demand lifts 1H revenue

    WaveSplitter posted NT$477 million (US$14.95 million) in consolidated revenue in the first half of 2026, up 47% from a year earlier,...

    Monday 17 August 2026
    Hermes Testing's 1H26 profit more than triples on rising AI testing demand
    Hermes Testing Solutions (HTSI), a semiconductor testing solutions provider, stated that continued growth in demand for artificial intelligence (AI) and high-performance computing...
    Monday 17 August 2026
    Topoint's high-end drill bits hit 56% share ahead of schedule, aims to double capacity by end of 2028

    Printed circuit board (PCB) drill bit manufacturer Topoint Technology stated during its second-quarter 2026 earnings call that strong...

    Monday 17 August 2026
    Weekly news roundup: AI expansion fuels supernodes, post-HBM memory, liquid cooling and supply-chain shifts
    This week's most-read stories traced the AI boom across the stack, from supernodes and next-generation memory to liquid cooling, solar power, telecom services and PCB demand. Below...
    Monday 17 August 2026
    OCI thins solar wafers to boost Vietnam output 39%
    OCI Holdings is turning to thinner solar wafers to raise output from its Vietnam operations by nearly 40% without adding production lines, as demand from US customers outpaces existing...
    Monday 17 August 2026
    AI server tracker: Demand drives strong growth across Taiwan's CCL, design services, substrate, and testing supply chains
    Taiwan's AI server supply chain continued to show strong growth in July 2026, with revenue rising across copper-clad laminate (CCL), design services, substrates, and testing. All four...
    Monday 17 August 2026
    AI vision sensing demand heats up for Novatek, PixArt, Elan, Realtek
    Taiwanese IC design firms that have been building out AI vision sensing businesses are now reaping the rewards, with major players including display driver IC (DDI) leader Novatek...
    Monday 17 August 2026
    DFI accelerates edge AI rollout in 2H26 with ‘Right Compute’ strategy
    Industrial PC (IPC) maker DFI held its second-quarter 2026 earnings conference on August 14, reporting a sharp improvement in profitability as its embedded, intelligent automation...
    Monday 17 August 2026
    E Ink cuts 2026 outlook as signage gains momentum

    E Ink has lowered its 2026 revenue growth outlook after rising memory prices hit demand for consumer electronics, but the company said...

    Monday 17 August 2026
    T-glass demand surges as IC substrate makers see shortages through 2028
    As the global AI computing infrastructure boom drives rapid demand growth for GPUs, CPUs, and ASICs, the ABF substrate industry is set to swing into shortage in 2026, with the supply-demand...
    Monday 17 August 2026
    Fu Chun Shin lifts second quarter margins on stronger electronics demand
    Fu Chun Shin Machinery said rising investment in smart manufacturing and AI infrastructure lifted demand for high-precision, high-efficiency, and intelligent equipment across ICT,...
    Monday 17 August 2026
    Gogolook sees 2026 revenue hit new high as anti-fraud businesses expand
    Taiwanese trust technology company Gogolook said its revenue and profitability are expected to stay strong in the second half of 2026, helped by continued growth, critical operating...
    Monday 17 August 2026
    Taiwan's Century Group eyes SMR supply chain as AI power demand accelerates
    AI-driven electricity demand is prompting Century Group to broaden its energy ambitions beyond offshore wind. The group plans to enter the small modular reactor (SMR) supply chain...
    Monday 17 August 2026
    Unique Opto sees AI demand lift 1H26 results, but CPO upside remains uncertain
    Unique Opto-Electronics said stronger demand tied to artificial intelligence applications lifted first-half profitability above 2025 levels, while management struck a cautious tone...
    Monday 17 August 2026
    Sigurd tops NT$2B in July revenue as AI testing demand surges
    Sigurd Microelectronics, an IC testing and packaging company, reported record July 2026 revenue and said demand from AI and AI connectivity markets drove the result. The company said...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
    reportAIglasses