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    IC substrate shortage to persist in 2026, AI and memory clients sign long-term contracts
    1h 55min ago
    Arm China reemerged with 'Zhouyi' X3 NPU after management turmoil
    1h 55min ago
    Memory shortage impacts consumer product demand; IC design houses fear price hikes
    1h 55min ago
    Xiaomi warns of smartphone price hikes in 2026 amid memory shortages
    1h 56min ago
    Samsung's Austin foundry posts3Q25 net profit surpassing full year 2024
    1h 56min ago
    Chinese NEVs rapidly expand in Europe, Chinese brand adoption grows
    1h 56min ago
    NEWS TAGGED DEMAND
    Thursday 13 November 2025
    Inside China's EV 'involution': fierce competition, falling prices, and global ripples

    China's electric vehicle (EV) sector, once a symbol of the nation's manufacturing ascendancy, is now showing signs of strain. As production...

    Thursday 13 November 2025
    Tatung names new CEO as AI and renewable energy boost revenues
    The board of directors of Tatung Co. approved the appointment of a new chief executive officer on November 10, 2025, alongside the release of the company's third-quarter 2025 earni...
    Thursday 13 November 2025
    Anthropic announces US$50 billion investment in US data center infrastructure
    Anthropic plans to invest US$50 billion in American computing infrastructure, constructing data centers in Texas and New York with additional sites planned. The project is expected...
    Thursday 13 November 2025
    Infineon doubles down on AI power growth, targets EUR1.5 billion revenue in fiscal 2026 amid surging data center demand
    Infineon Technologies is ramping up its focus on AI infrastructure, projecting EUR1.5 billion (approx. US$1.74 billion) in AI server-related revenue for fiscal 2026, double the previous...
    Thursday 13 November 2025
    Infineon forecasts moderate growth for fiscal 2026 amid currency headwinds
    Infineon Technologies expects moderate growth in fiscal 2026 as geopolitical uncertainties, tariff risks, and currency fluctuations weigh on near-term performance. CEO Jochen Hanebeck...
    Thursday 13 November 2025
    Arizona emerges as a new US chip hub as TSMC and Intel expand AI-driven ecosystem

    Arizona is rapidly transforming into a major US semiconductor manufacturing center. The buildout of fabs by TSMC and Intel is drawing...

    Thursday 13 November 2025
    Infineon flags China EV headwinds as pricing pressure drags on auto outlook
    Infineon Technologies struck a cautious tone on its automotive outlook during its 2025 earnings call, with CEO Jochen Hanebeck highlighting ongoing challenges in China's electric...
    Thursday 13 November 2025
    Infineon posts stable 2025 results—and bets big on AI-driven power demand
    Infineon Technologies ended fiscal 2025 with stable revenue and a rebound in profit, supported by strong demand for power and sensor products. The company expects moderate growth...
    Thursday 13 November 2025
    Powertrim - power module manufacturing service and equipment provider

    Founded in 2020, Powertrim Technologies is a provider of back-end packaging equipment for power modules. Rooted in over 40 years of semiconductor trim and form toolmaking...

    Thursday 13 November 2025
    AI data center power consumption drives SOFC deployment in Taiwan
    Energy Taiwan 2025 concluded on October 31, 2025, with one key takeaway being that the massive power demand from AI data centers is driving the deployment of emerging low-carbon energy...
    Thursday 13 November 2025
    Transcom lands major defense contract as global demand for radar tech rises
    Power amplifier maker Transcom has secured a military contract worth NT$1 billion (US$31 million), marking a key step in its expansion into advanced solid-state power amplifier (SSPA)...
    Wednesday 12 November 2025
    Foxconn hits US$32B in AI server sales, eyes strong 4Q25 growth on rack demand
    Foxconn said at its November 12, 2025, earnings briefing that the AI sector remains in high-growth mode, driven by surging demand for computing power and large-scale production of...
    Wednesday 12 November 2025
    DB HiTek gains as Samsung and TSMC reportedly scale back 8-inch chip output
    South Korean foundry DB HiTek is capitalizing on tightening supply in the legacy chip market, posting a 71% year-over-year surge in third-quarter 2025 operating profit.
    Wednesday 12 November 2025
    ASMedia eyes growth as AMD market share rises, Techpoint revenue boosts 2026 outlook
    ASMedia reported a 41% quarter-over-quarter and 62% year-over-year rise in net profit after tax to NT$1.582 billion (US$51 million) in the third quarter of 2025, driven by stronger...
    Wednesday 12 November 2025
    Apple's 2026 OLED MacBook launch could revive display market
    South Korea's display industry views Apple's potential 2026 launch of an OLED MacBook as a critical turning point that could ignite explosive growth in the medium- and large-sized...
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    Research Report Database
    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Thursday 30 October 2025
    Asian Power Devices Officially Launches New Vietnam Factory, Setting a New Global Production Milestone
    Thursday 30 October 2025
    BIWIN Mini SSD Named to TIME's 'Best Inventions of 2025'
    Thursday 23 October 2025
    APD: Technology-Driven Innovation Powering Global Growth
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