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    NEWS TAGGED DEMAND
    Monday 11 August 2025
    Novatek expects weak 3Q25 seasonality; notebook and smartphone momentum insufficient to drive growth
    Taiwanese DDI leader Novatek held an earnings call on August 6, 2025, sharing its outlook amid challenging market conditions. Impacted by unfavorable factors such as the appreciation...
    Monday 11 August 2025
    South Korea accelerates AI data center expansion amid global compute race
    With the rapid development of the global AI industry, demand for high-performance computing and GPU resources continues to rise, and the global AI data center market is expanding...
    Monday 11 August 2025
    Kioxia net profit drops 74% annually in 2Q25 due to slow NAND flash market recovery
    Kioxia announced a substantial drop in revenue and profits for the second quarter of 2025, primarily driven by sluggish sales of NAND flash memory for smartphones and PCs, as well...
    Monday 11 August 2025
    Msscorps sets record 2Q25 revenue but posts loss on forex hit; AI demand fuels growth momentum
    Taiwan-based materials analysis specialist Msscorps reported consolidated revenue of NT$545 million (US$18.24 million) for the second quarter of 2025, up 17.25% from the previous...
    Monday 11 August 2025
    Eternal Materials sees profits impacted by exchange losses, hopes for market recovery after tariff stabilization
    Eternal Materials has reported revenue of NT$20.465 billion (approx. US$686 million) for the first half of 2025, down 5.2% year-over-year. Net profit attributable to the parent company...
    Monday 11 August 2025
    Phison Electronics reports record July revenue despite substrate shortage
    Phison Electronics announced consolidated revenue of NT$5.688 billion (approx. US$191 million) for July 2025, representing a 21% increase compared to July 2024 and setting a new high...
    Monday 11 August 2025
    TSMC eyes record-breaking 2025 as AI chip boom fuels 3nm dominance
    Taiwan Semiconductor Manufacturing Co. (TSMC) reported consolidated revenue of approximately NT$323.166 billion (US$10.82 billion) in July, marking a 22.5% increase from June and...
    Monday 11 August 2025
    GSEO reports 43% revenue surge in July on seasonal demand

    Taiwanese optical lens maker Genius Electronic Optical (GSEO) reported a robust rebound in July 2025, driven by seasonal demand from...

    Sunday 10 August 2025
    Chicony grows smart low-carbon projects, eyes NT$8B contracts
    With rising demand for server and gaming NB power supplies, Chicony Power reported second-quarter 2025 revenue of NT$9.13 billion (US$304.5 million), an 8.2% increase from NT$8.442...
    Sunday 10 August 2025
    LCD TV panel prices stabilize amid August market tug-of-war
    In response to US tariffs and China's "trade-in" policy, end-market players accelerated their purchases, leading to growth in LCD TV panel shipments and shipment area in the first...
    Sunday 10 August 2025
    Ample Electronic unveils advanced thermal paste for AI chip cooling

    Ample Electronic Technology, a leading upstream supplier of conductive pastes and thick-film conductor materials for passive components,...

    Sunday 10 August 2025
    Ezconn's 2Q margin hits record high as data center demand overpowers forex drag
    Optical communications provider Ezconn reported a record gross margin of 61.67% in the second quarter of 2025, rising 12.25pp from the prior quarter and 8.51pp year-over-year. However,...
    Saturday 9 August 2025
    Tesla orders boost Samsung's Taylor plant; OCI expands semiconductor-grade phosphoric acid production
    South Korean materials company OCI recently announced plans to expand its production capacity of semiconductor-grade phosphoric acid. This expansion comes in response to surging customer...
    Saturday 9 August 2025
    Exein expands globally to address IoT security challenges, leveraging Taiwan's advanced manufacturing ecosystem
    Rising concerns over vulnerabilities in Internet of Things (IoT) devices—estimated to account for nearly one-third of global cybersecurity risks—are fueling a surge in...
    Saturday 9 August 2025
    Winbond signals start of 2-year DRAM growth cycle as DDR4 supply tightens
    Winbond Electronics said its core memory operations are improving despite foreign exchange-related losses widening its bottom line. DDR3 and DDR4 prices have been rising since June...
    5/148 pages
    Veeam Q3
    BIZ FOCUS
    Aug 5, 11:49
    Cultivating OCP, embracing open source
    Wednesday 13 August 2025
    Advanced WLP and back-end solutions at SEMICON Taiwan 2025
    Wednesday 9 July 2025
    TRI unveils new multi-camera AOI, TR7500 SIII Ultra
    Wednesday 13 August 2025
    Alif Semiconductor vying for market dominance in battery-powered generative AI applications and Edge AI
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES