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    Insight: Alibaba built a three-layer AI investment strategy around chips, memory and models
    2h 43min ago
    UK opens up more to China as international academic collab shifts
    2h 43min ago
    Commentary: Intel must prove AI demand can turn into deliverable capacity
    2h 43min ago
    Commentary: Why are Chinese automakers finding it so hard to cut dependence on CATL?
    2h 57min ago
    US auto industry races to replace China-linked connected vehicle hardware and software
    3h 1min ago
    NEWS TAGGED DEMAND
    Friday 17 July 2026
    CPU demand rebounds in AI data centers as TSMC stands to benefit across architectures

    Taiwan Semiconductor Manufacturing Company (TSMC) held its second-quarter 2026 earnings conference on July 16, where chairman and CEO...

    Friday 17 July 2026
    Cica-Huntek opens Arizona plant to support advanced chip manufacturing in the US
    Cica-Huntek Chemical Technology said on July 16 that its subsidiary facility in Phoenix, Arizona, had been completed and officially opened after about US$8 million in investment. The...
    Friday 17 July 2026
    Shopee pushes in-house data centers, boosts Southeast Asia supply chain
    Sea Group's data center push in Southeast Asia is creating new demand for servers, components, and integration services, with global supply chains likely to feel the effects. Singapore...
    Friday 17 July 2026
    Memory shortages deepen as suppliers turn to long-term contracts

    Memory shortages are rippling through global electronics supply chains, as tightening supply in DRAM and NAND pushes manufacturers...

    Friday 17 July 2026
    Hotai Leasing sees Taiwan auto market stabilizing as leasing demand grows
    Hotai Leasing said on July 15 that Taiwan's auto market is expected to return gradually to normal growth in 2026 after tariff uncertainty, vehicle shortages, and tight financing pressured...
    Friday 17 July 2026
    Capacity reservations and inventory buildup reshape component makers' 3Q26 outlook amid persistent shortages
    Global investment in AI infrastructure continues to accelerate, yet component shortages across the supply chain have not eased as previously expected. Instead, tightening availability...
    Friday 17 July 2026
    SOFC gains traction in AI data centers, opening three paths for Taiwan suppliers
    As AI ushers in an era in which computing capacity increasingly translates directly into power demand, energy has become the foundational layer of the "five-layer cake" framework outlined...
    Friday 17 July 2026
    Memory suppliers push prices higher as Apple and automakers face tighter supply
    Memory suppliers have regained pricing power as AI-driven stockpiling and advance capacity bookings tightened supply for consumer electronics and automotive customers. The shift has...
    Thursday 16 July 2026
    AI hardware boom lifts Taiwan's rail and CCL suppliers; optical module tells messier story
    Taiwan's technology supply chain delivered another month of strong year-over-year revenue growth in June 2026, led by suppliers tied directly to AI server infrastructure, even as the...
    Thursday 16 July 2026
    Taiwan AI server tracker: Rail kits and chassis post fastest revenue growth in June
    Taiwan suppliers linked to the AI server market posted broad revenue growth in June, with rail-kit and server-chassis makers recording the fastest year-over-year gains as demand for...
    Thursday 16 July 2026
    AI chips are running hotter — and Niching is betting its future on keeping them cool
    As AI chips and HPC chips continue to draw more power, major advanced packaging orders at ASE, Powertech Technology, and Amkor remain strong, lifting demand for heat spreaders. Semi-conductor...
    Thursday 16 July 2026
    Taiwan OSATs expand non-China capacity with US and SEA push
    As the global AI boom drives up demand for semiconductor packaging and testing, Taiwan's OSAT players are accelerating overseas capacity expansion beyond their home market and China...
    Thursday 16 July 2026
    TSMC boosts US investment by US$100B as C.C. Wei outlines long-term capacity planning with customers

    To address structural long-term growth in semiconductor demand, TSMC chairman C.C. Wei said the company works closely with customers...

    Thursday 16 July 2026
    Nfore's Taiwan listing points to rising demand for software-led auto connectivity
    Nfore Technology is set to list on Taiwan's emerging stock board on July 22, betting that demand for connected-car systems, smart cockpits, and vehicle software will keep rising as...
    Thursday 16 July 2026
    TSMC eyes record quarter: 2nm ramp drives 3Q26 guidance above US$44B

    TSMC is projecting its strongest quarter ever, guiding third-quarter 2026 revenue to between US$44.6 billion and US$45.8 billion on...

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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
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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