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    Gallium prices hike and tight helium supply raises stake for semiconductor industry
    21min ago
    US govt confirms LG Energy Solution's US$4 billion battery deal with Tesla
    21min ago
    OpenClaw drives edge AI chip and mini PC supply chain expansion
    22min ago
    Nvidia's entry into AI agent race validates Chinese tech giants 'lobster farming' ecosystem
    22min ago
    Legacy European and American Tier 1 suppliers reshape profit models through slimming and cross-sector expansion
    22min ago
    Analysis: GTC 2026 highlights widening AI compute gap between China and US
    22min ago
    NEWS TAGGED DEMAND
    Tuesday 17 March 2026
    Hon Precision raises AI chip test capacity plan by 40% amid surging demand
    Driven by rapid growth in AI and high-performance computing (HPC) markets, semiconductor IC test equipment leader Hon Precision has upgraded its production expansion plan for 2026...
    Tuesday 17 March 2026
    Innodisk February profit jumps as cloud, AI demand lifts earnings

    Taiwan-based memory module maker Innodisk reported a sharp increase in profitability for February 2026, supported by strong demand from...

    Tuesday 17 March 2026
    MPI posts record 2025 revenue and profit, expands probe card production in Taiwan
    Semiconductor test and measurement solutions provider MPI reported that strong demand for artificial intelligence (AI), high-performance computing (HPC), and application-specific integrated...
    Tuesday 17 March 2026
    MetaX GPU push delivers growth, not profit, as losses hit US$560 million

    MetaX, one of China's most closely watched domestic GPU developers, remains loss-making despite rapid revenue growth. According to Sina,...

    Tuesday 17 March 2026
    Nvidia GTC 2026: Jensen Huang projects US$1 trillion inference market, LPU chip to be made by Samsung
    As generative AI advances into the inference and agentic AI stages, global demand for AI computing power is entering a new surge. Nvidia CEO Jensen Huang outlined during his keynote...
    Tuesday 17 March 2026
    Foxconn eyes steady growth in 2026 with 5-year AI transformation plan
    Hon Hai Precision Industry (Foxconn) achieved record-high profits and cash dividends in 2025. Foxconn chairman Young Liu stated that the company's growth momentum will continue in...
    Tuesday 17 March 2026
    Meta and Nebius reach US$27B deal for AI infrastructure capacity as data center computing demand soars
    Nebius, a Dutch data center firm, announced a US$27 billion deal with Meta on March 16, 2026, to supply AI infrastructure capacity to the tech giant. The agreement comes as soaring...
    Tuesday 17 March 2026
    Samsung cautious on memory expansion amid concerns over 2028 supply glut
    Samsung Electronics' semiconductor division is concerned that the current memory supercycle, driven by supply shortages, could last only one to two years before the market turns downward...
    Tuesday 17 March 2026
    AI-related impact on gaming industry goes beyond memory chip shortage
    As demand for memory chips in AI data centers continues to surge, the global "RAMaggedon" has now claimed another unwitting victim: the gaming industry. The sector is now feeling the...
    Tuesday 17 March 2026
    eMMC shortage sends NAND prices soaring, with further gains ahead
    Supply disruptions in low-capacity eMMC are driving sharp price increases for SLC and MLC NAND as major global memory manufacturers exit older production nodes. Contract prices for...
    Tuesday 17 March 2026
    Taiwan's US$625 million drone ambition: Becoming the West's go-to supplier
    Frequent global conflicts in recent years have sharply driven up demand for drones, prompting many countries to accelerate the development of related industries. Backed by government...
    Tuesday 17 March 2026
    Foxconn eyes high double-digit AI server shipment growth in 1Q26
    Amid rising demand for AI computing power and sustained high capital expenditure from global cloud service providers (CSPs), AI servers and data center infrastructure have become the...
    Tuesday 17 March 2026
    Middle East conflict and Section 301 put manufacturers in a double bind
    Escalating conflict in the Middle East and a newly launched Section 301 investigation by the US are together creating a combination of pressures for global industries, including rising...
    Tuesday 17 March 2026
    Inter Battery 2026: Global battery market still centered on LFP
    Rapid growth in global electric vehicle (EV) and energy storage demand is accelerating shifts in the battery industry landscape. South Korea's three major battery makers, LG Energy...
    Tuesday 17 March 2026
    WPG expects memory shortage to ease by 2027 as AI drives nearly half of computing products
    As AI boosts demand for computing power, IC distributor WPG Holdings reports a significant rise in the share of computing products, which have become its main revenue driver. However,...
    2/191 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