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NEWS TAGGED DEMAND
Tuesday 7 July 2026
Solstice Advanced Materials to buy Element Solutions in US$14.5 billion deal

The planned acquisition of Element Solutions by Solstice Advanced Materials would create a larger supplier serving electronics, data...

Tuesday 7 July 2026
AI server demand tightens power device supply as lead times stretch to 270 days

AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer...

Tuesday 7 July 2026
Analog IC supply squeeze intensifies, ADI extends lead times

Analog Devices (ADI) has reportedly notified customers of extended delivery lead times for certain products, with lead times now reaching...

Tuesday 7 July 2026
Memory prices defy cooling hopes as AI demand drives fresh 3Q26 hikes

Memory contract prices are poised for another sharp rise in the third quarter of 2026, even after several quarters of hikes have already...

Tuesday 7 July 2026
Micron, Ford sign long-term memory supply agreement
Micron Technology and Ford Motor Company have entered into a long-term supply agreement to strengthen access to automotive memory and storage products. The deal underscores how chip...
Tuesday 7 July 2026
Transcend posts record revenue in 2Q26 on strong demand

Memory module maker Transcend Information reported consolidated revenue of NT$5.07 billion (approx. US$138.66 million) for June 2026...

Tuesday 7 July 2026
AI's bottleneck has shifted from chips to infrastructure — China plans it centrally, US fights it out locally

The cancellation of Blackstone-owned QTS' planned Digital Gateway data center project in Virginia underscores a new challenge for the...

Tuesday 7 July 2026
TSMC's AI bottleneck spills demand across the semiconductor supply chain

Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity...

Tuesday 7 July 2026
Samsung's Q2 operating profit rockets 1,810% YoY, overtakes NVIDIA as tech's most profitable company for the quarter
Samsung Electronics' preliminary second-quarter results show operating profit of KRW89.4 trillion (about US$58.4 billion) — a record high that not only dwarfs the company's own...
Tuesday 7 July 2026
SYM sees Taiwan motorcycle market rising up to 10% in 2026
Sanyang Motor (SYM) said Taiwan's motorcycle market could grow as much as 10% in 2026, with the company aiming to keep market share above 40%. The outlook came as SYM introduced its...
Tuesday 7 July 2026
Taiwan electric scooter market heads into 2026 facing shortages and weak demand
Taiwan's electric scooter market entered 2026 under pressure from shortages in charging infrastructure, new models and buyers, while the island's motorcycle market remained dominated...
Tuesday 7 July 2026
Samsung SDI secures AI data center battery supply deal with Simplo
Samsung SDI has started supplying battery cells for AI data centers to Taiwan-based Simplo Technology, according to The Elec. The deal connects a South Korean cell maker with...
Tuesday 7 July 2026
BBU demand lifts Taiwanese battery module makers as AI server adoption expands
Battery backup (BBU) module demand from AI servers continued to rise in June, supporting revenue growth at Taiwanese suppliers AES-KY, Simplo Technology and STL. These companies have...
Tuesday 7 July 2026
Fulltech's Thailand plant targets AI and satellite demand
Fulltech held the groundbreaking ceremony for phase one of its new Thailand plant on July 5, 2026, with chairman Yuan-Pin Chang saying the project will require about NT$3.1 billion...
Tuesday 7 July 2026
Chicony Electronics reports June revenue gain as AI PC demand builds
Chicony Electronics said June 2026 revenue rose on quarter-end pull-in demand, with power supply products leading the increase. The Taiwanese electronics supplier said the mix of higher-end...