CONNECT WITH US
NEWS TAGGED DEMAND
Tuesday 6 October 2026
HBM4 prices to nearly triple in 2027, memory makers see windfall margins spread
Memory supply and demand will tighten further in 2027. According to supply chain sources, South Korean memory makers have recently quoted aggressive long-term contract prices for sixth-generation...
Tuesday 6 October 2026
Chicony Power sees satellite, server orders surge in 4Q26
Chicony Power Technology reported self-calculated consolidated revenue of NT$2.413 billion (approx. US$75.91 million) in September 2026, down 2.3% month-over-month, as memory shortages...
Tuesday 6 October 2026
Nanya Technology, Winbond Electronics hit record highs for 10 consecutive months in September 2026
Taiwan memory suppliers Nanya Technology and Winbond Electronics have set new monthly revenue records for 11 and 10 consecutive months, respectively, as their September 2026 consolidated...
Tuesday 6 October 2026
LinkCom eyes 4Q26 rebound on smart meter, wireless charging demand
Magnetic components maker LinkCom Manufacturing posted September consolidated revenue of NT$44.18 million (approx. US$1.39 million), up 32.53% from a month earlier and down 10.24%...
Tuesday 6 October 2026
Marvell sees custom chips as a must for CSPs
Nvidia CEO Jensen Huang has said Marvell's optical technology could help make it the next trillion-dollar company, and Marvell took a step toward that goal on September 17 by expanding...
Monday 5 October 2026
Foxconn move smart long-term care pilot into real care settings
Foxconn and Shiangbao Longterm Care Group have advanced their smart long-term care collaboration into proof-of-concept trials at three care sites in Taiwan. The pilot, launched in...
Monday 5 October 2026
Amazon signs 20-year nuclear power deal with Constellation for AI demand
Amazon and Constellation Energy signed a 20-year power purchase agreement that will supply 690 MW from the Calvert Cliffs nuclear plant in Maryland. The deal was announced as AI and...
Monday 5 October 2026
Foxconn September revenue tops NT$1 trillion for first time on AI, ICT demand
Driven by strong momentum in AI and consumer electronics, Foxconn reported consolidated revenue of NT$1.158 trillion (US$36.7 billion) for September 2026, marking the first time its...
Monday 5 October 2026
Largan Precision sees steady smartphone lens demand as CPO fibre arrays near production
Largan Precision reported September consolidated revenue of NT$5.78 billion (US$181.99 million), up 15% from August but down 7% from a year earlier. Third-quarter revenue rose 15%...
Monday 5 October 2026
Pegatron AI servers boost September revenue
Pegatron's AI server business is ramping up in 2026, with co-CEO Kuang-Chih Cheng recently saying new orders from a US client have begun shipping and are expected to lift September...
Monday 5 October 2026
Deutsche Telekom targets US$2.8 billion in savings as AI business grows
Deutsche Telekom expects artificial intelligence and automation to generate around EUR2.5 billion (approx. US$2.8 billion) in indirect-cost savings by 2030 compared with 2023, Reuters...
Monday 5 October 2026
Southern Taiwan Science Park revenue climbs 36.5% in first eight months of 2026
Companies in the Southern Taiwan Science Park (STSP) posted record revenue of NT$2.495124 trillion (US$78.59 billion) in the first eight months of 2026, up 36.5% from a year earlier,...
Monday 5 October 2026
CHPT posts record quarterly revenue as chip test demand rises
Chunghwa Precision Test Tech (CHPT), a supplier of semiconductor test interfaces, posted record revenue for September and the third quarter of 2026 as demand for AI-related chip testing...
Monday 5 October 2026
Cheap SiC substrates ignite demand wave, reshape ecosystem
Prices for low-cost 6-inch silicon carbide (SiC) substrates, after years of capacity expansion and brutal price wars, are now showing clear signs of bottoming out in the second half...
Monday 5 October 2026
Climate tech investment cools, but green supply chains support long-term demand
Tighter green supply-chain requirements are driving demand for energy investment and infrastructure, while companies also face the challenge of matching power generation and consumption...