CONNECT WITH US
NEWS TAGGED DEMAND
Tuesday 4 November 2025
HPC and smart power reshape auto semiconductor market
The global automotive semiconductor market is expected to reach US$78 billion in 2025, according to Mike Cheng, regional president of Avnet Taiwan, one of the world's largest electronic...
Tuesday 4 November 2025
Ibiden raises fiscal 2025 financial forecast as GenAI orders exceed expectations
Japanese IC substrate giant Ibiden announced an upward revision of its fiscal year 2025 financial forecast, running April 2025 to March 2026, with revenue, operating profit, and net...
Tuesday 4 November 2025
Sanmina beats estimates, raises guidance on AI demand, and ZT Systems deal
Sanmina reported better-than-expected fourth-quarter results and issued upbeat guidance, citing strong demand from communications networks and cloud, and AI infrastructure, and momentum...
Tuesday 4 November 2025
China localizes network infrastructure chips; Taiwanese IC design houses turn to the West

China's push for semiconductor self-sufficiency has extended to networking infrastructure, with Taiwanese IC design firms Realtek Semiconductor...

Tuesday 4 November 2025
Global smartphone shipments hit record high in 3Q25 amid new product wave
Despite ongoing challenges from tariffs, inflation, and geopolitical tensions impacting the 3C and consumer sectors, the smartphone industry showed unexpectedly resilient demand in...
Tuesday 4 November 2025
Samsung SDI reportedly in talks with Tesla for US-based energy storage batteries
Samsung SDI is reportedly negotiating with Tesla to supply batteries for energy storage systems, aiming to leverage rising demand from AI data centers and renewable energy projects...
Tuesday 4 November 2025
MediaTek and Realtek see glimmers of growth in a sluggish auto market
While global carmakers and supply chain players remain cautious about automotive market prospects, several Taiwanese chip designers are signaling quiet optimism. Leading international...
Tuesday 4 November 2025
Chinese PCB firms quietly advance next-gen CoWoP packaging
A significant divergence emerged as Taiwan and China concluded their major PCB industry exhibitions in late October 2025. While Taiwanese manufacturers focused on supply bottlenecks...
Tuesday 4 November 2025
IREN signs US$9.7 billion GPU cloud deal with Microsoft to expand AI infrastructure
On November 3, IREN announced a multi-year contract with Microsoft to provide GPU cloud services, marking a significant milestone for the AI infrastructure provider. Under the five-year...
Tuesday 4 November 2025
Onsemi maintains focus on 8-inch wafer ramp as non-core exits and seasonal trends shape outlook
Onsemi reported steady progress in its operational and manufacturing strategies during the third quarter of 2025, emphasizing controlled inventory buildup, ongoing consolidation of...
Tuesday 4 November 2025
Onsemi sees stabilization in automotive and industrial markets as AI-related revenue expands
Onsemi reported signs of stabilization across its core automotive and industrial markets in the third quarter of 2025, while its artificial intelligence-related business continued...
Tuesday 4 November 2025
PlayNitride eyes 2026 Micro LED growth as Afeela drives automotive demand
Micro LED supplier PlayNitride reported a trough in operations for the second quarter of 2025, posting an after-tax net loss of NT$370 million (US$12 million) due to foreign exchange...
Tuesday 4 November 2025
Murata clarifies US$15B supply plan for US data center represents component supplies, not capital investment
Murata president Norio Nakajima revealed on October 31, 2025, during an online earnings briefing that the company will supply power modules, batteries, multilayer ceramic capacitors...
Monday 3 November 2025
TEL raises full-year profit forecast but misses market expectations
Tokyo Electron (TEL) announced it has raised its operating profit forecast for fiscal 2025 (April 2025-March 2026) from JPY570 billion (approx. US$3.7 billion) to JPY586 billion....
Monday 3 November 2025
Panic-fueled shortage in memory chips worsens as AI demand overwhelms supply
Silicon Motion Technology's president and CEO, Wallace Kou, has highlighted a severe and ongoing memory shortage, driven by structural changes in the memory industry caused by artificial...