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    China shifts AI investment focus from chips to infrastructure sectors
    5min ago
    South Korean President and Softbank's Son to discuss AI investment and Stargate
    5min ago
    Taiwan's trio of laws cripple solar industry, triggering multi-level fallout
    5min ago
    Memory supercycle boosts Samsung and SK Hynix inventory reduction in 3Q25
    6min ago
    Samsung Electronics restarts P5 plant construction in Pyeongtaek for HBM production
    6min ago
    Huawei unveiled AI unified computing breakthrough to catch up with Nvidia
    6min ago
    NEWS TAGGED DEMAND
    Friday 14 November 2025
    HBM's breakneck rise is draining DRAM supply, repricing the smartphone sector
    The global AI boom is driving up smartphone and tablet production costs, as memory suppliers divert more capacity toward high-bandwidth memory (HBM) for AI accelerators. Samsung Electronics...
    Friday 14 November 2025
    Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026

    With demand for AI servers accelerating, Taiwan's electronics supply chain is preparing for an unusually strong fourth quarter in 2025...

    Friday 14 November 2025
    ASUS AI servers near 20% of 3Q25 revenue
    ASUS held its earnings call on November 11, 2025, reporting that in the third quarter of 2025, brand revenue reached NT$189.9 billion (US$6.1 billion), up 21% year-over-year, setting...
    Friday 14 November 2025
    Research insight: SoftBank's US$5.4B ABB deal highlights Europe's industrial robotics pullback
    SoftBank Group's agreement to acquire the robotics division of Switzerland's ABB for approximately US$5.4 billion is a significant strategic move. The deal highlights Japan's increasing...
    Friday 14 November 2025
    India likely to delay green hydrogen target, pivots to domestic demand
    Some of India's export-oriented green hydrogen projects are expected to face delays due to global policy uncertainties, potentially pushing the country's clean fuel production target...
    Friday 14 November 2025
    From scale-up to scale-across: How AI data centers are redefining transmission technology
    The surge in generative AI has intensified demand for AI servers and chips, shifting the focus from pure computational power to data transmission speed. This transition has accelerated...
    Friday 14 November 2025
    ADATA sets new quarterly profit records amid strong memory market demand
    ADATA Technology Co. (ADATA) has reported record-breaking financial results for the third quarter of 2025, marking a clean sweep of quarterly highs in operating gross profit, operating...
    Thursday 13 November 2025
    Foxconn confirms OpenAI partnership, doubling down on trillion-dollar compute race
    Foxconn chairman Young Liu used the company's latest earnings call to deliver a message: artificial intelligence is no longer just a growth driver—it is now the most decisive...
    Thursday 13 November 2025
    Taiwan's materials suppliers ride AI and semiconductor boom into record revenue

    Taiwan's major materials distributors — Niching Industrial, Wah Lee Industrial, Topco Scientific (TSC), and Chang Wah Electromaterials...

    Thursday 13 November 2025
    Rising demand for AI computing drives data center upgrades and power system innovation
    The escalating need for AI computing power is significantly accelerating global data center construction and prompting server upgrades. Market forecasts indicate that capex by the...
    Thursday 13 November 2025
    Chicony Electronics 3Q25 profit surges 23% on premium product mix
    Electronic components supplier Chicony Electronics reported stable growth in the third quarter of 2025, supported by higher sales of high-margin products, a slight depreciation of...
    Thursday 13 November 2025
    Wistron sees rising margins as AI server demand surges
    Wistron expects its robust 2025 momentum to continue into the first quarter of 2026, fueled by sustained, strong demand for artificial intelligence (AI) servers.
    Thursday 13 November 2025
    Hiwin eyes 2026 growth driven by semiconductor and robotics
    Transmission component maker Hiwin reportedly expects overall industry conditions to clarify only after March 2026, despite stable current market demand with customers focusing on...
    Thursday 13 November 2025
    ECE banks on NEV projects for growth amid stable 2025 auto demand
    Electronic components and semiconductor lead frame manufacturer Excel Cell Electronic (ECE) saw strong demand for automotive lead frames early in 2025, but momentum in the third quarter...
    Thursday 13 November 2025
    Inventec anticipates growth in 2026 fueled by servers and NB
    Inventec President Jack Tsai stated that AI demand has been strong, and server shipments are expected to achieve double-digit growth in 2026, with AI servers growing more than 40%...
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    Asia webinar 1205
    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Thursday 30 October 2025
    Asian Power Devices Officially Launches New Vietnam Factory, Setting a New Global Production Milestone
    Thursday 30 October 2025
    BIWIN Mini SSD Named to TIME's 'Best Inventions of 2025'
    Thursday 23 October 2025
    Femtometrix Honored by the World's Leading Memory Manufacturer, for Pioneering Optical Process Control Technologies
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