CONNECT WITH US
NEWS TAGGED DEMAND
Thursday 23 October 2025
AI server PCB demand fuels fierce CCL material supply battle
As Nvidia's next-gen AI server platform enters mass production, cloud service providers (CSPs) continue advancing their in-house ASIC development plans, sustaining robust demand for...
Thursday 23 October 2025
Electric scooter push falters in Taiwan despite 80% public support
A recent survey conducted by the Smart Mobility Association Taiwan (SMAT) reveals that over 80% of Taiwanese respondents are calling for more decisive government action to promote...
Thursday 23 October 2025
TPCA Show 2025 highlights AI-driven PCB industry revolution
The 26th Taiwan Printed Circuit Association Show (TPCA Show 2025) officially opened on October 22, 2025. During the event, Unimicron chairman Tzyy-Jang Tseng delivered a keynote speech...
Thursday 23 October 2025
CATL fuels DaMaoAI's AI energy platform as compute power meets the grid
As China's demand for greener, more efficient compute infrastructure surges, Shanghai-based DaMaoAI has become one of the country's standout innovators in "AI for Energy." The firm...
Wednesday 22 October 2025
TSMC strengthens foundry 2.0 leadership, backed by robust AI chip packaging demand
AI investment has boosted semiconductor demand, with TSMC reporting a third-quarter 2025 revenue of US$33.1 billion. Strong advanced packaging demand, supported by Nvidia GPUs, benefits...
Wednesday 22 October 2025
Taiwan's test interface leaders go global on rising AI, HPC orders
Driven by next-generation AI chip mass production and seasonal demand for consumer electronics, Taiwan's test interface suppliers reported steady growth in September 2025. Industry...
Wednesday 22 October 2025
China's TV sales slump as subsidies fade ahead of holiday season
China's national subsidy program is nearing its end, and consumer spending momentum has slowed down. During the National Day holidays, TV sales volume and prices both declined. With...
Wednesday 22 October 2025
PSMC narrows loss despite memory market tightness and cautious IT demand
Powerchip Semiconductor Manufacturing Company (PSMC) reported a reduced net loss in the third quarter of 2025, driven by stronger memory product shipments, improved gross margins,...
Wednesday 22 October 2025
Texas Instruments trims production, tightens focus for a measured recovery
In the Texas Instruments third-quarter 2025 earnings call held on October 21, President and CEO Haviv Ilan addressed investor questions regarding booking patterns and demand consistency...
Wednesday 22 October 2025
Texas Instruments outlook signals continued market weakness
On October 21, Texas Instruments reported stronger revenue in the third quarter of 2025, posting growth across all major end markets despite a softer outlook for the coming quarter...
Wednesday 22 October 2025
AI boosts Taiwan's economy but challenges balanced growth goals
Taiwan's economy is experiencing a dramatic surge fueled by its dominant position in global semiconductor manufacturing and the artificial intelligence boom. The Chung-Hua Institution...
Wednesday 22 October 2025
Taiwan's textile giant Nam Liong rides global defense demand surge
The standoff between China and the US continues, escalating global geopolitical risks and fueling stronger demand for military resources across nations. Nam Liong Global has been...
Wednesday 22 October 2025
Server maker sees no AI bubble amid rising AI computing demand
ASRock Rack, a server-focused subsidiary of Pegatron, is preparing for its upcoming public listing and held a pre-IPO briefing on October 20, 2025. The event was attended by key figures...
Tuesday 21 October 2025
China smartphone industry, 3Q 2025

Introduction

Tuesday 21 October 2025
The quiet duopoly powering AI server substrates: Taiwan and Japan’s next supply edge
Eclat Forever Machinery (EFM), a Taiwan-based maker of advanced IC substrate equipment, told investors it expects stronger performance in 2026 than in 2025. Chairman Chou Cheng-chun...