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    Rumored Kyber delay seen to have limited impact on Nvidia's long-term rack upgrade
    1min ago
    Analog IC supply squeeze intensifies, ADI extends lead times
    5min ago
    Memory prices defy cooling hopes as AI demand drives fresh 3Q26 hikes
    11min ago
    Micron, Ford sign long-term memory supply agreement
    15min ago
    Taiwam showcases quantum computing breakthrough at biennial academician gathering, govt urges interdisciplinary collab
    17min ago
    Samsung, SK Hynix reportedly seek China-free chip tool buffer against US controls
    19min ago
    South Korea aims to commercialize hydrogen rail by 2029
    Jul 6, 18:31
    China sodium-ion battery boom raises new supply chain risks
    Jul 6, 18:31
    Exclusive: Lithium price surge fuels sodium battery rush as China accelerates mass production
    Jul 6, 18:31
    NEWS TAGGED DEMAND
    Monday 6 July 2026
    Samsung said to seek up to 20% DRAM price hike as AI demand tightens supply

    Samsung Electronics is negotiating with customers to raise average selling prices for commodity DRAM by as much as 20% in the third...

    Monday 6 July 2026
    SEMI warns Trump admin against meddling in memory market

    SEMI has warned the Trump administration that intervening in memory-chip pricing or production capacity could worsen a historic supply...

    Monday 6 July 2026
    Europe's defense boom has a semiconductor problem
    Europe's defense industry is running into a structural bottleneck: the semiconductors needed for modern missiles, drones, radar, communications, and electronic warfare cannot be produced...
    Monday 6 July 2026
    Exclusive: AWS's ASIC shipment hike drives demand upside for Taiwan suppliers

    Amazon Web Services has told its server supply chain partners to raise shipment volumes for the third quarter of 2026, according to...

    Monday 6 July 2026
    Phison says AI demand could erase NAND memory's boom-and-bust cycle
    AI is reshaping the memory market in ways that could matter well beyond Taiwan and China, according to Phison Electronics founder and chief executive Pua Khein-Seng. He said growing...
    Monday 6 July 2026
    Micron breaks ground on Hiroshima expansion to boost AI memory chip production
    Micron Technology has begun construction on an expansion of its existing semiconductor plant in Higashi-Hiroshima, western Japan, as part of a JPY1.5 trillion (approx. US$9.3 billion)...
    Monday 6 July 2026
    Meta's AI cloud idea underscores a search for returns, not an AI retreat
    Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization...
    Monday 6 July 2026
    Front-loaded Asia-Pacific shipping demand keeps freight rates elevated into peak season
    Sea and air freight capacity stayed tight as the second-half shipping season approached, with strong exports of AI and semiconductor products from Taiwan to the US continuing to pressure...
    Monday 6 July 2026
    Taiwan scooter sales rise in June as SYM holds lead and Gogoro surges
    Taiwan's scooter market picked up pace in June, a trend that may matter for global suppliers, EV watchers, and consumer brands watching two-wheeler demand in Asia. Sales rose across...
    Monday 6 July 2026
    Aeon Motor expands electric vehicle push as regulations speed B2B demand
    Aeon Motor is expanding its electric vehicle push in Taiwan as tougher carbon rules accelerate fleet conversions for logistics and transport operators. The strategy could influence...
    Monday 6 July 2026
    Transcom lifts 2Q26 revenue 29% on defense and satellite demand
    Transcom Technology reported June 2026 revenue of NT$78.05 million (US$2.44 million), up 30.78% from the prior month, and second-quarter revenue of NT$228 million, up 28.63% from the...
    Monday 6 July 2026
    Asahi Kasei to expand Taiwan photoresist film capacity for AI chip packaging
    Asahi Kasei, one of the notable suppliers of Sunfort dry film photoresist in Japan, has initiated a fab expansion project in Taiwan. The newly established plant is expected to further...
    Sunday 5 July 2026
    Component inflation weighs on manufacturing momentum as Taiwan PMI growth moderates
    Surging demand for high-bandwidth memory (HBM) used in AI servers has driven shortages and sharp price increases for conventional memory, while microcontroller (MCU) suppliers have...
    Sunday 5 July 2026
    AI, HPC test interface demand drives CHPT June revenue to new monthly high

    Test interface supplier Chunghwa Precision Test Tech. Co., Ltd. (CHPT) reported its June 2026 revenue, marking its sixth consecutive...

    Sunday 5 July 2026
    Advantest and OpenLight join forces on silicon photonics test platform for mass production
    Advantest said it has partnered with OpenLight to develop a scalable silicon photonics (SiPh) test solution for mass production environments. The announcement comes as artificial intelligence...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook