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    NEWS TAGGED DEMAND
    Monday 22 December 2025
    Memory supercycle exposes T-Glass constraint, tightening BT substrate supply
    As the global memory industry enters a supercycle driven by structural supply shortages, BT substrates for memory chips are also tightening. Taiwan-based IC substrate makers Kinsus...
    Monday 22 December 2025
    Taipower pivots to small-scale green power as carbon pressure tightens on exporters

    Corporate demand for green electricity is accelerating as Taiwan prepares to implement carbon fees in 2026 and as the European Union's...

    Monday 22 December 2025
    Apaq Technology sees strong growth in solid capacitors driven by AI demand
    Apaq Technology reported a sharp rise in demand for solid capacitors, fueled primarily by AI servers and AI PCs, during an investor briefing on December 17. General Manager ST Lin...
    Monday 22 December 2025
    Shihlin Electric expands production capacity to meet strong AI and grid demand
    Shihlin Electric is experiencing robust growth driven by expanding AI computing power needs and accelerated investment in power infrastructure. At HCT Logistics' smart electric vehicle...
    Sunday 21 December 2025
    Notebook shipments expected to defy slow season in 1H26

    Rising memory prices are prompting end customers to procure notebooks early, a shift that is expected to keep shipments steadier than...

    Sunday 21 December 2025
    Winstar Display projects 10% order growth in 2026, expanding across 173 industries
    Taiwan's display solutions provider Winstar Display anticipates at least 10% order growth in 2026, driven by applications across up to 173 industries. While US tariff policies and...
    Friday 19 December 2025
    Powertech eyes edge computing PDU market with distributed AI focus
    Amid sustained high demand for AI computing power and accelerated deployment of data center expansions and edge AI applications, Powertech expressed an optimistic outlook for its...
    Friday 19 December 2025
    TI begins shipping chips from new 300mm Sherman fab in Texas
    TI has begun shipping chips from its newest 12-inch semiconductor fabrication plant in Sherman, Texas, marking a key milestone in the company's long-term manufacturing expansion in...
    Friday 19 December 2025
    Brands cut specs and raise prices as memory supply turns scarce
    Memory prices are surging, sending shockwaves through the supply chain as suppliers prioritize higher-margin cloud and AI server demand. Rising procurement costs are squeezing downstream...
    Friday 19 December 2025
    Memory shortage drives price hikes in China's PC and smartphone markets
    China's 3C market has been reporting successive price hikes despite a sluggish macroeconomic environment and deflationary pressure. Xiaomi, followed by Honor, Lenovo, and Dell, have...
    Friday 19 December 2025
    Huawei returns to Taiwan tablet market, targets Apple with eye-care tech
    Huawei has returned to Taiwan's tablet market with a clear point of differentiation: eye protection. Unveiled on December 17, 2025, the MatePad 11.5 (2025) targets growing tablet...
    Thursday 18 December 2025
    LG Energy Solution terminates US$6.5 billion EV battery contract with Ford amid demand concerns
    LG Energy Solution (LGES) has ended a major electric vehicle (EV) battery supply agreement with Ford Motor Company valued at about KRW9.6 trillion (approx. US$6.53 billion). The termination...
    Thursday 18 December 2025
    AI servers and semiconductors drive Taiwan PCB peak season; TPCA forecasts 11% growth in 2025
    Taiwan's printed circuit board (PCB) industry is set for robust growth in 2025, supported by strong demand from AI servers amid a weakening traditional smartphone market. The Taiwan...
    Thursday 18 December 2025
    China's AMD- and Nvidia-bred GPU rivals meet on the IPO stage
    As global demand for AI computing power intensifies, China's domestic GPU sector has reached a milestone. Following Moore Threads' successful IPO earlier this month, MetaX, a GPU...
    Thursday 18 December 2025
    Niching targets multi-year vapor chamber upswing, insulates margins against metal costs
    Niching Industrial Corp., a supplier of semiconductor packaging and testing materials, said revenue in 2025 is likely to hit a record high, driven by rising cooling demand from AI...
    2/172 pages
    AsiaAPE
    BIZ FOCUS
    Dec 19, 08:00
    DBS and Ant International expand payment network to 150 million merchants across 100 countries
    Friday 19 December 2025
    Upbit's $30M Hack Sparks New Questions About Custodial vs. Non-Custodial Wallets
    Friday 19 December 2025
    The Impact of Blockchain Upgrades on Bitcoin Trading and Market Trends
    Thursday 18 December 2025
    SK hynix First to Complete Intel Data Center Certification for 256GB DDR5 RDIMM
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