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NEWS TAGGED DEMAND
Monday 15 December 2025
Micron's DDR5 outsourcing ramp redraws memory packaging trajectories through 2026
Memory demand remains overheated and supply tight, driving upstream manufacturers to lift utilization while majors such as Micron pivot toward customized, higher value-added output...
Monday 15 December 2025
Offshore wind key to Taiwan energy autonomy, with developers calling for third-party info platform
Despite rising offshore wind installation costs due to the pandemic and the Russia-Ukraine war, with some projects experiencing delays, offshore wind remains a critical option supporting...
Sunday 14 December 2025
Shih Her Technologies sees rising semiconductor demand driving growth despite labor challenges
Precision parts cleaning, once considered a routine task, has become a vital part of the semiconductor supply chain due to increasing demands for advanced process yields. Shih Her...
Saturday 13 December 2025
South Korea races to scale nuclear fusion with compact reactors
Amid a global push for carbon neutrality and soaring electricity demand, nuclear fusion is moving back into the spotlight—not as a distant scientific aspiration, but as a potential...
Friday 12 December 2025
Weikeng anticipates AI data center demand to boost computing and power management sales, targeting 50-60% growth by 2026
Taiwanese integrated circuit (IC) distributor Weikeng projects robust revenue growth driven by rising demand for AI data center computing and power management solutions, with AI server-related...
Friday 12 December 2025
King Shing Industrial sets 1H26 start for automated production in Thailand
King Shing Industrial is accelerating its shift into AI-enabled mobility systems while strengthening its core automotive aftermarket business in North America. The Taiwan-based motor...
Friday 12 December 2025
Camellia expands automotive sector revenue with three-phase Southeast Asia strategy
Steel bar and wire maker Camellia Metal has steadily grown sales from the automotive sector, increasing the sector's share of revenue from 33% in 2023 to 39% in 2025 despite challenging...
Friday 12 December 2025
VPEC will focus on optical components in 2026
AI data centers are seeing rapidly increasing demand for HPC and big data processing. The shift from traditional copper wiring to fiber optics boosts data transfer rates while lowering...
Friday 12 December 2025
Taiwan firms tighten hold on AI-server PCB drilling supply chain
Explosive AI infrastructure investment is driving a broad upgrade across the PCB value chain, pulling high-end AI server and materials demand sharply higher. PCB layer counts and...
Friday 12 December 2025
AI infrastructure shift boosts BBU, fuel-cell, and SMR momentum
As AI compute hubs expand rapidly, data center power demand is rising fast. AI servers are being redesigned across cooling, power and resilience, especially in HVDC, modular power...
Friday 12 December 2025
TSMC pauses work on second Kumamoto wafer fab amid potential shift to AI chip production
TSMC, through its Japanese subsidiary Japan Advanced Semiconductor Manufacturing (JASM), has halted construction on its second wafer fabrication facility in Kikuyo Town, Kumamoto...
Friday 12 December 2025
Huawei and YMTC expand into South Korea’s consumer SSD market following Micron’s exit

Huawei is moving to capitalize on a tightening consumer solid-state drive (SSD) market in South Korea, introducing new products this month as established...

Friday 12 December 2025
Qisda's Alpha Networks, Hitron back to profit in 3Q25 after two-year slump, signaling market rebound
After two years of industry-wide inventory corrections, Taiwan's networking sector is showing early signs of recovery, with Qisda Group subsidiaries Alpha Networks and Hitron Technologies...
Friday 12 December 2025
Photonics suppliers dominate Taiwan's semiconductor growth rankings on CPO momentum
Silicon photonics is emerging as the strongest growth engine within Taiwan's semiconductor manufacturing sector.
Friday 12 December 2025
WT Microelectronics hits NT$1 trillion revenue on AI-driven data center, optical demand
AI trends have fueled strong demand for data center chips and optical communications, pushing IC distributor WT Microelectronics' cumulative revenue for the first 11 months of 2025...