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    NEWS TAGGED DEMAND
    Monday 3 August 2026
    Apple says advanced-node capacity tightens amid 2nm race

    Apple reported its best-ever third-quarter results for fiscal 2026, but its guidance for the fourth quarter showed much slower growth...

    Monday 3 August 2026
    Xiaomi raises flagship phone prices as memory and chip costs climb
    Xiaomi raised prices on several flagship smartphones in China on August 2, including the REDMI Turbo 5, K90 series, and Xiaomi 17 series, according to Xiaomi Store. The move adds CNY300...
    Monday 3 August 2026
    Ferrari's Luce sells out 2025 quota two months after launch
    Ferrari's first all-electric sports car, Luce, sold out its annual quota of 500 units just two months after its May launch, according to the source material. The strong response, including...
    Monday 3 August 2026
    Taiwan manufacturing business climate improves in June, headlined by electronics sector
    Taiwan's manufacturing climate improved in June 2026, with the electronics sector once again showing the clearest visibility, according to the Taiwan Institute of Economic Research...
    Monday 3 August 2026
    Weekly news roundup: Intel revives DDR4, Samsung challenges TSMC at 2nm, Qualcomm raises chip prices
    AI-driven chip shortages, rising memory costs and intensifying foundry competition dominated the technology sector, with Intel reviving DDR4 platforms, Qualcomm raising prices, Samsung...
    Monday 3 August 2026
    Doosan's SK Siltron acquisition reshapes semiconductor supply chain, accelerates AI-focused portfolio shift
    Doosan Group's agreement to acquire a controlling stake in SK Siltron for KRW2.3 trillion (US$1.6 billion) will expand its semiconductor footprint from materials and testing into wafer...
    Monday 3 August 2026
    Samsung Electro-Mechanics deepens AI supply-chain bet with new contracts, eyes glass substrate production in 2027
    Samsung Electro-Mechanics used its second-quarter earnings call to signal that its bet on AI infrastructure is paying off and about to get bigger, pointing to a run of long-term supply...
    Monday 3 August 2026
    ROEC eyes AI optical communications without competing

    Radiant Opto-Electronics (ROEC) is moving into AI optical communications through acquisitions. Chairman Yu-Chao Wang is targeting the...

    Monday 3 August 2026
    Liteon lifts 2026 capex after AI data center demand sends 2Q profit up 126%
    Liteon Technology posted record profit and margins for the second quarter of 2026, fueled by surging demand for AI data center power infrastructure. The company raised its full-year...
    Monday 3 August 2026
    AI server demand revives long-term MLCC supply agreements as shortages intensify
    Surging demand for AI servers is tightening global capacity for high-end passive components, prompting customers to once again pursue long-term supply agreements (LTSAs) as they seek...
    Monday 3 August 2026
    Realtek sees broad 2026 growth despite cost pressure and uneven demand
    Taiwanese IC design house Realtek said on July 29 that it expects all of its product lines to grow year-on-year in 2026, even as tight supply in memory, substrates, and mature-node...
    Sunday 2 August 2026
    Memory costs overtake smartphone chip costs as SoC shipments are set to fall 14%
    Memory costs have moved ahead of smartphone system-on-chip (SoC) costs, and Counterpoint Research said the shift was already reshaping handset pricing and demand. The research firm...
    Saturday 1 August 2026
    Obituary: Powerchip chairman Frank Huang dies after reshaping Taiwan's DRAM and foundry industry

    Powerchip Semiconductor Manufacturing Corp. (PSMC) chairman Frank Huang died on July 31, 2026, at age 76, closing a career that spanned...

    Saturday 1 August 2026
    Posiflex revenue rises 46% in the second quarter on Europe and Asia demand
    Posiflex Technology reported a sharp sequential rebound in the second quarter of 2026, with consolidated revenue climbing 46% to NT$5.183 billion (US$160.3 million). The industrial...
    Saturday 1 August 2026
    Elite Material posts record 2Q result on strong AI-related demand
    Elite Material Co. said booming demand for advanced materials used in AI hardware kept its factories fully loaded in the second quarter of 2026, lifting revenue and profit to record...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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