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    NEWS TAGGED DEMAND
    Thursday 5 March 2026
    AI's power problem: US tech giants seek grid solutions while China builds energy edge

    On March 4 local time, the White House will host a signing ceremony that could influence the direction of global AI competition. Technology...

    Thursday 5 March 2026
    Samsung DRAM prices reportedly double in 1Q26, jumping from 70% to 100% increase in a month
    Reports indicate that Samsung raised DRAM prices by more than 100% in the first quarter of 2026. The increase had initially been negotiated at around 70% in January 2026, but expanded...
    Thursday 5 March 2026
    Broadcom says Tomahawk switches are driving market share as AI networking demand accelerates
    On March 4, Broadcom told investors its Tomahawk family is a key competitive advantage as customers build larger AI clusters. Management highlighted Tomahawk 6 — which it described...
    Thursday 5 March 2026
    Broadcom says five AI chip partners are ramping, OpenAI slated for 2027
    Broadcom on Monday detailed progress across its custom AI XPU roadmap, saying deployments with five major customers are advancing and that a sixth — OpenAI — is set to...
    Thursday 5 March 2026
    Broadcom posts $19.3B quarter as AI surge drives $22B revenue outlook
    Broadcom's first-quarter results and stronger-than-expected guidance underscore accelerating AI-driven demand in the data-center market, with implications for chip supply chains and...
    Thursday 5 March 2026
    Japanese-led price surge in inductors could reshape mid-to-high-end passive components market and shift share to Taiwanese suppliers
    Global passive components suppliers are entering a new price-hike cycle in 2026 as Murata Manufacturing and TDK Corporation prepare steep increases for inductors, with reported single...
    Thursday 5 March 2026
    Syncmold braces for satellite boom, plans Thailand plant and product launches in 2026–2027
    Syncmold is moving deeper into the low Earth orbit satellite (LEO) supply chain, aiming to turn nascent demand for ground receivers and satellite components into a larger share of...
    Thursday 5 March 2026
    Glass fiber shortage hits IC substrates, MGC follows Resonac with 30% CCL price hike

    Demand from Nvidia and Apple has intensified shortages of high-end glass fiber cloth used in IC substrates, driving broad price increases...

    Thursday 5 March 2026
    WT Microelectronics sees 2026 growth despite memory price hikes
    The semiconductor market in 2026 is expected to be driven by strong AI demand but faces challenges from rising prices of memory and passive components. WT Microelectronics said the...
    Wednesday 4 March 2026
    Chunghwa Precision Test Tech posts record February revenue despite seasonal dip
    Semiconductor test interface supplier Chunghwa Precision Test Tech (CHPT) said that continued demand from the high-performance computing (HPC) and mobile application processor (AP)...
    Wednesday 4 March 2026
    Taipower forecasts over 5GW new power demand by 2030 amid semiconductor and AI data center expansion
    With the ongoing AI surge driving capacity expansions in Taiwan's foundry, memory, advanced packaging, and server industries, Taiwan Power Company (Taipower) expects new power demand...
    Wednesday 4 March 2026
    Despite memory shortage and price surge extending through 2026, three industries hold strong purchasing power
    The global memory market faces ongoing shortages and price hikes driven by robust AI data-center demand, sparking a fierce resource competition expected to last through 2026. However,...
    Wednesday 4 March 2026
    Chinese fabless AI chipmakers report sharp revenue growth with divergent profitability in 2025
    Two of China's leading AI chip developers, Moore Threads and Cambricon Technologies, reported strong revenue expansion in 2025, supported by rising demand for AI computing power. However,...
    Wednesday 4 March 2026
    Catcher to start mass production for new customers in 2Q26, full-year revenue contribution expected to reach double digits
    Catcher said products for new customers will gradually enter mass production starting in the second quarter of 2026, with full-year revenue contributions potentially reaching double-digit...
    Wednesday 4 March 2026
    AMD targets AI infrastructure boom with MI450 ramp and hyperscaler deals
    AMD will deepen multi‑year partnerships with Meta and OpenAI as it ramps MI450 and rack‑scale systems, while maintaining aggressive financial targets and preparing to meet...
    2/186 pages
    New Power WorldWide 2026
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook