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    NEWS TAGGED DEMAND
    Tuesday 10 March 2026
    Tungsten import reliance raises supply security concerns and prompts calls for stockpiles and tighter export controls
    The heavy reliance on imports for Tungsten in Taiwan has prompted industry calls for strategic stockpiles and tighter controls on metal waste to preserve recyclable resources and improve...
    Tuesday 10 March 2026
    Phison says NAND prices jumped 50% overnight as supply crunch continues
    NAND flash prices have surged amid tightening supply, with some manufacturers raising quotations by as much as 50% overnight, according to Phison Electronics CEO Khein-seng Pua.
    Tuesday 10 March 2026
    Japan targets JPY40 trillion in domestic semiconductor sales by 2040
    Japan plans to boost domestic semiconductor sales to JPY40 trillion (approx. US$253.5 billion) by 2040, a sharp increase from current levels, as the government intensifies efforts...
    Tuesday 10 March 2026
    BOE capex slowdown raises concerns for Korean display equipment suppliers
    Chinese display maker BOE has signaled that its capital spending will decline in the coming years, raising concerns among South Korean display equipment suppliers that have relied...
    Monday 9 March 2026
    US auto market hits a wall as subsidies dry up and buyers max out
    The US automotive market is entering a clear cooling and consolidation phase in 2026. Three forces are converging: fading subsidies, lost tariff-related buying incentives, and weakening...
    Monday 9 March 2026
    DuPont spin-off Qnity invests US$61.5M to expand advanced chip material production in Taiwan
    US semiconductor and electronic materials company Qnity Electronics announced a US$61.5 million investment in Taiwan by acquiring the N9 plant in Zhunan, Miaoli, from Ennostar, aiming...
    Monday 9 March 2026
    China's new Five-Year Plan pairs tech push with consumption pivot
    China's draft 15th Five-Year Plan for 2026–2030 signals that Beijing is seeking to rebalance its economic model while keeping technological development at the center of national...
    Monday 9 March 2026
    GSEO reports yearly increase in February demand, new products on track for 2H26
    Genius Electronic Optical (GSEO) announced its February 2026 operating results on March 6, reporting a consolidated revenue of NT$1.461 billion (US$45.6 million), down NT$1.054 billion...
    Monday 9 March 2026
    Taiwan server makers race to add quantum capabilities to protect future orders

    AI servers priced roughly ten times higher than conventional servers now dominate global shipments, with about 90% assembled in Taiwan....

    Monday 9 March 2026
    South Korea's IC design moves to bridge demand and local foundries
    Despite holding a dominant position in the memory chip industry, South Korea's system semiconductor ecosystem remains underdeveloped, with the country's IC design market share at only...
    Monday 9 March 2026
    Tungsten prices surge nearly 6x amid China export controls and geopolitical tensions with Japan
    Geopolitical strains between China and Japan have intensified following Japanese Prime Minister Sanae Takaichi's remarks on "Taiwan contingencies," impacting Japanese firms' access...
    Monday 9 March 2026
    Jabil to wind down Clinton facility, shift production to Devens
    Contract manufacturing giant Jabil plans to wind down operations at its Clinton, Massachusetts, facility and consolidate production at its nearby site in Devens, according to company...
    Monday 9 March 2026
    Micron: LPDRAM server demand to outpace market; Taiwan key production base
    The rapid expansion of generative artificial intelligence (AI) and large language models (LLMs) is driving a new phase of transformation in data center memory architecture, according...
    Monday 9 March 2026
    Nvidia halts China-bound H200 production, shifts TSMC capacity to Vera Rubin

    Nvidia has halted production of artificial intelligence (AI) chips intended for the Chinese market and redirected manufacturing capacity...

    Monday 9 March 2026
    RichWave sees steady Wi-Fi 7 demand despite 4Q25 revenue dip, Wi‑Fi 8 eyed for 2028 rollout
    RF front-end supplier RichWave reported at an investor briefing on March 6 that steady demand for Wi-Fi 7 coincided with a slight sequential revenue decline in the fourth quarter of...
    2/187 pages
    Research Report Database
    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook