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    NEWS TAGGED DEMAND
    Friday 17 April 2026
    ASML extends Low NA EUV to 2031, ramps up High NA production
    ASML's confirmation that memory-chip demand underpinned its stronger-than-expected results for the first quarter of 2026 — along with its updated EUV roadmaps — has broad...
    Friday 17 April 2026
    Tongfu Microelectronics profit jumps on AI chip packaging, AMD demand

    Tongfu Microelectronics posted strong 2025 results, supported by AI and automotive chip demand, while reinforcing its position in the...

    Friday 17 April 2026
    EMS Watch: Lens Technology's earnings shock highlights strain across Apple supply chain

    China's consumer electronics supply chain is facing mounting pressure, as Lens Technology posted a sharp earnings downturn that triggered...

    Friday 17 April 2026
    Tesla AI5 reaches tape-out; SK Hynix memory spotted in early sample

    Tesla has reached the tape-out stage for its next-generation AI chip, AI5, marking a milestone in its in-house semiconductor development...

    Friday 17 April 2026
    CPU shortage more acute than memory; industry awaits Intel 18A yield improvement
    A global CPU shortage is disrupting PC and industrial-computing supply chains, as processors are out of stock even at premium prices, while memory is limited but purchasable. The scarcity...
    Friday 17 April 2026
    TSMC chairman C.C. Wei denies customer favoritism regarding tight 1Q26 capacity
    TSMC delivered an above-expectations financial performance in the first quarter of 2026 and remains optimistic about continued strong demand for advanced process technologies entering...
    Friday 17 April 2026
    Interview: Semidynamics expands from SoC to rack-level solutions, targeting memory-intensive AI inference
    Spain-based AI chip startup Semidynamics has recently seen a wave of positive developments. Its first chip, fabricated on TSMC's 3nm process, has successfully completed tape-out, and...
    Friday 17 April 2026
    Visionox starts 8.6G AMOLED tool install, pushes FMM-free OLED
    China-based display maker Visionox is stepping up its push into next-generation AMOLED manufacturing, announcing on April 15 a key milestone at its 8.6-generation production line in...
    Friday 17 April 2026
    Taiwan and Japan solidify lead in transmission component market for humanoid robots
    The rise of new hardware designs for humanoid robots has created fresh opportunities across the supply chain, with linear actuators — which act as the muscles of robots that...
    Friday 17 April 2026
    J&V Energy Technology's Greenet to list on OTC in May 2026 as it pursues rapid capacity expansion
    J&V Energy Technology's Greenet plans to list on the OTC market in May 2026 and is fully booked, signaling a rapid global push into green power as it seeks to scale to 800-850...
    Thursday 16 April 2026
    TSMC enters 2nm mass production, scales 3nm capacity
    TSMC laid out its capacity expansion plans and advanced node progress at its first quarter 2026 earnings call. Chairman C.C. Wei reaffirmed Taiwan as the primary base for leading-edge...
    Thursday 16 April 2026
    Yageo posts 40% YoY profit rise in 1Q26, driven by AI demand, price hikes
    Passive component manufacturer Yageo held its first-quarter 2026 online earnings call on April 15, reporting strong financial results. Company CEO David Wang said that robust demand...
    Thursday 16 April 2026
    China smartphone market shifts to premium, Huawei and Apple lead in 1Q26
    China's smartphone market contracted in the first quarter of 2026, but stronger-than-expected demand for premium devices from Huawei and Apple helped cushion the decline and reshape...
    Thursday 16 April 2026
    Taiwan analog IC firms show varied 1Q26 revenue; motor control and DDR5 PMIC drive growth
    Taiwanese analog IC companies have recently released their full revenue figures for the first quarter of 2026, revealing mixed performances. Firms with rapidly growing new businesses...
    Thursday 16 April 2026
    MCU demand pull-in lifts first-quarter sales, inflation risk clouds outlook

    The traditional off-season for consumer electronics showed unexpected strength in the first quarter of 2026, with microcontroller (MCU)...

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    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