CONNECT WITH US
NEWS TAGGED DEMAND
Thursday 17 September 2026
China optical suppliers power smart glasses supply chain
China's optical suppliers are playing a growing role in the global smart glasses, VR, and AR supply chain as AI glasses demand accelerates worldwide. Industry sources say more than...
Thursday 17 September 2026
Samsung expands SRAM, IP to speed chip development

Memory shortages and pricing pressures are reshaping Samsung Electronics' foundry intellectual property (IP) development, as faster...

Thursday 17 September 2026
AI's memory appetite is squeezing the electronics industry from the bottom up, Intel warns

Fast-moving advances in chip production have spurred a semiconductor boom, markedly altering the manufacturing scope of the broader...

Thursday 17 September 2026
iPhone 18 Pro preorders rise up to 20% in Taiwan as foldable Duo debuts
Apple's iPhone 18 Pro and Pro Max are emerging as the main drivers of Taiwan's premium smartphone upgrade cycle, with preorder demand running ahead of last year despite the debut of...
Thursday 17 September 2026
Samsung reportedly starts Tesla chip trial production at Taylor fab

Samsung Electronics has reportedly begun trial production of Tesla's next-generation AI5 processor at its Taylor foundry in Texas, moving...

Thursday 17 September 2026
Apple's AI ambitions are outgrowing the Mac — Nvidia may hold the key
Apple is exploring a return to the enterprise server market with an AI inference system built around future M8 Ultra chips, potentially using Nvidia's NVLink Fusion interconnect te...
Thursday 17 September 2026
Huawei sees AI agents driving 90% of token traffic by 2035

Huawei expects autonomous AI agents to become the dominant source of AI traffic over the next decade, creating a sharp increase in demand...

Thursday 17 September 2026
Taiwan machine tool makers target aerospace, semiconductor boom at major trade shows
Taiwanese machine tool manufacturers are taking part in two major manufacturing trade shows in Europe and the US this September. The participation reflects a shift in Taiwan's machine...
Thursday 17 September 2026
Arcadyan expects third-quarter strength as Wi-Fi 7 upgrade cycle builds

Arcadyan Technology expects stronger revenue in the third quarter of 2026 as the network communications market enters its seasonal peak,...

Thursday 17 September 2026
BizLink's expansion strategy signals a wider shift toward localized, risk-aware global supply chains

BizLink chairman Roger Liang said customer demand, market access, supply chain resilience, and local service needs have driven the company's...

Thursday 17 September 2026
SK Hynix shifts supply chain planning for AI capex boom

AI-driven capacity expansion is pushing up demand for semiconductor equipment, and SK Hynix is strengthening supply chain management...

Thursday 17 September 2026
Intel CEO warns of 2027 memory crunch and tighter CPU supply
AI infrastructure expansion is turning memory supply into a major bottleneck for the semiconductor industry. Intel CEO Lip-Bu Tan warned that the memory shortage in 2027 could be worse...
Thursday 17 September 2026
Samsung looks to outside suppliers as HBM boom shifts priorities
Samsung Electronics has long benefited from a level of vertical integration few technology companies can match, spanning smartphones, memory, chip design, foundry manufacturing and...
Thursday 17 September 2026
DIGITIMES Insight: SiC substrate capacity expansion continued; 6-inch substrate prices expected to rebound in 2027
DIGITIMES has observed that demand for silicon carbide (SiC) power devices has climbed rapidly in recent years as the EV market expands, triggering a massive wave of capacity expansion...
Wednesday 16 September 2026
Samsung advances jump 70% amid shift to long-term memory deals

Samsung Electronics' total advances received rose 70.4% in the first half of 2026, while memory suppliers and their largest customers...