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NEWS TAGGED DEMAND
Tuesday 11 August 2026
Asus posts record July revenue on strong AI server demand
Asustek Computer (Asus) reported July 2026 group revenue of NT$84.13 billion (approx. US$2.61 billion), a record high for the period, up 53.3% from a year earlier but down 21% from...
Tuesday 11 August 2026
Air freight tightens in Asia as tariff-driven ocean demand fades

Entering the third quarter, the air freight market has split along regional lines, with Taiwan, South Korea, Malaysia, Thailand and...

Tuesday 11 August 2026
MA-tek reports record July revenue on glass-substrate testing demand
Materials Analysis Technology, or MA-tek, said its first-half 2026 results reached record levels and July revenue set a monthly record for a fifth straight month, while demand grew...
Tuesday 11 August 2026
Jiuhan lifts first-half profit 400% on NT$11 billion order book
Jiuhan System Technology reported record second-quarter and first-half 2026 revenue and profit on strong demand tied to advanced semiconductor manufacturing and AI infrastructure....
Tuesday 11 August 2026
UMC revenue climbs to a 45-month high as wafer prices rise
United Microelectronics Corporation (UMC) reported July 2026 consolidated revenue of NT$23.84 billion, up 1.8% from June and 18.98% from a year earlier, marking the highest level in...
Tuesday 11 August 2026
Google's US$15B India AI data center faces environmental backlash

Google's planned AI data center in Andhra Pradesh, India, has drawn its first major opposition, with environmental groups protesting...

Tuesday 11 August 2026
UMT sees LEO demand rebound, targets 20%+ satellite revenue growth in 2H26
Demand for low-Earth orbit (LEO) satellite communications continues to expand, supporting growth at satellite communications component supplier Universal Microwave Technology (UMT)...
Tuesday 11 August 2026
South Korean minister warns about CXMT capex as semiconductor profits debate heats up
South Korean Minister of Trade, Industry and Resources Jung-kwan Kim has warned that the country should not rush to redistribute semiconductor profits throughout society just as AI-driven...
Monday 10 August 2026
Acer Gadget lifts revenue on smart-life peripherals and plans 2H expansion

Acer Gadget, a subsidiary of Acer Group, reported strong second-quarter results for 2026 and said it expects growth to continue in...

Monday 10 August 2026
TSMC July revenue jumps 44.7% to record US$14.5B, 2026 growth forecast tops 40%

Taiwan Semiconductor Manufacturing Company (TSMC) reported record monthly revenue of NT$467.58 billion (approx. US$14.5 billion) for July...

Monday 10 August 2026
Chenbro stays bullish on AI demand, flags seven indicators to watch in 2H26
Chenbro CEO Corona Chen said the company's July 2026 revenue experienced some fluctuations due to shipment scheduling, shipping logistics, and the timing of revenue recognition.
Monday 10 August 2026
OCI rides AI, space solar boom as SpaceX deepens polysilicon ties
South Korean solar polysilicon supplier OCI Holdings is capitalizing on its increasingly scarce position as a non-China supplier, benefiting not only from growing solar demand from...
Monday 10 August 2026
Cambricon AI chip revenue doubles as China demand surges, supply capacity holds key
Cambricon Technologies has largely settled the question of whether China's AI chip champion can make money. First-half 2026 revenue rose 108.13% to CNY6 billion (approx. US$890 million),...
Monday 10 August 2026
Himax sees automotive DDI demand recover, set for double-digit growth
Taiwanese display driver IC (DDI) maker Himax Technologies announced its latest financial results and outlook for the third quarter of 2026, with second-quarter revenue beating expectations,...
Monday 10 August 2026
Adata sees memory uptrend extend into 1H27
Adata posted record-high revenue and profit in the second quarter of 2026 and said memory supply remains tight. The company expects third-quarter operating performance to outperform...