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NEWS TAGGED DEMAND
Wednesday 12 August 2026
Novatek sees 3Q26 growth resting on smartphone DDI and Edge AI demand

Novatek, a Taiwan-based display driver integrated circuit (DDI) supplier, said at its August 6 investor conference that second-quarter 2026...

Wednesday 12 August 2026
AI demand lifts Taiwan software firms as Galaxy, M-Power, Systex post gains
Several Taiwanese software companies reported stronger results in 2026, with generative AI and AI agents supporting rather than disrupting their businesses. Galaxy Software Services,...
Wednesday 12 August 2026
Etron reports record July revenue as memory prices surge
Etron Technology said July 2026 consolidated revenue jumped to NT$2.125 billion, a fourth straight monthly record, as rising memory prices lifted sales. The Taiwan-based memory IC...
Tuesday 11 August 2026
EOC turns profitable in 1H26 as optical communications demand rebounds
East Tender Optoelectronics (EOC) reported a swing to profit in the first half of 2026, driven by an improved product mix, better capacity utilization, and a rebound in optical communications...
Tuesday 11 August 2026
Walsin sees B/B ratio hit 1.8, 2026 capex at NT$4B

Chiao Yu-Heng, chairman of Walsin Technology, said the passive component market has improved sharply, with some parts even in short...

Tuesday 11 August 2026
Taiwan telecom trio posts strong July on 5G, roaming, AI gains

Taiwan's three major telecom operators — Chunghwa Telecom, Taiwan Mobile and Far EasTone Telecommunications — all reported...

Tuesday 11 August 2026
TSMC finally catching up to AI packaging demand after years of doubling capacity: 'CoWoS guy' Jun He

TSMC has been roughly doubling its CoWoS and SoIC capacity annually for the past several years, and is running CoWoS at better than...

Tuesday 11 August 2026
Microsoft seeks expanded Maia 300 production to tap into demand for cheaper compute
Microsoft plans to unveil its new Maia 300 accelerator chip this fall, with a public announcement possible as early as next month, according to The Information. Although Microsoft...
Tuesday 11 August 2026
Taiwan's AI server supply chain posts record July as growth spreads down the component tier

The latest indication of global demand for AI hardware comes not from a hyperscaler capex presentation, but from unaudited monthly...

Tuesday 11 August 2026
GMT says PMIC demand outstrips supply, prioritizes wafer grabs

Taiwanese power management IC (PMIC) maker Global Mixed-mode Technology (GMT) said at a recent investor conference that its revenue...

Tuesday 11 August 2026
Samsung races to qualify Taylor fab as 2nm demand turns US capacity into a strategic asset

Following growing momentum behind large-scale infrastructure buildouts in South Korea, the industry is witnessing an aggressive wave...

Tuesday 11 August 2026
Global supply chains buckle as helium shortages and China's price edge hit Taiwan

Global supply chains are facing a fresh squeeze as helium shipments, electronic components, and industrial raw materials are hit by...

Tuesday 11 August 2026
YAGEO, Walsin post record July sales as AI demand lifts passive components
YAGEO and Walsin Technology reported strong July 2026 revenue as artificial intelligence demand continued to lift Taiwan's passive components sector. Both companies said orders from...
Tuesday 11 August 2026
Fitipower sees e-paper and e-label growth, warns on 2H26 demand

Taiwanese display driver IC (DDI) maker Fitipower Integrated Technology's Chairman Young Lin said the company will roll out several...