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    AI-driven DRAM surge hits EV costs, forcing Chinese automakers to rethink pricing
    16min ago
    NAN GreenMet to invest US$130M in India's first integrated rare earth magnet plant
    16min ago
    STMicroelectronics lifts data center target as AI optical demand outruns supply, but margin recovery waits on 2027 reshaping
    27min ago
    China's Xi'an Eswin tops 1 million monthly 12-inch wafer sales and output, targets 1.8 million capacity
    32min ago
    AMD redraws server chip strategy as AI workloads evolve
    41min ago
    Airbus sees profit nearly double by 2029 as production capacity rises
    Jul 23, 18:14
    Google raised capex outlook as compute demand stayed tight, boosting Foxconn
    Jul 23, 18:14
    Rapidus builds a full semiconductor ecosystem in Hokkaido
    Jul 23, 18:14
    TSMC’s Arizona expansion moved past its initial hurdles as fabs and packaging ramped up
    Jul 23, 18:14
    NEWS TAGGED DEMAND
    Monday 20 July 2026
    Samsung preps multi-billion-dollar P5 orders as AI boom speeds up memory demand

    Samsung Electronics' latest multi-billion-dollar equipment procurement reflects the company's accelerating investment in AI memory...

    Monday 20 July 2026
    AI boom pushes PCB, passive component lead times into a new normal

    The global wave of AI data center construction continues to accelerate, driving structural growth across the PCB and passive component...

    Monday 20 July 2026
    Networking demand remains resilient, but component shortages threaten shipment schedules

    AI data center expansion and high-speed network upgrades continue to support demand for networking equipment. However, as the industry...

    Monday 20 July 2026
    Samsung struggles to secure AI chip substrates, report says

    Samsung Electronics is reportedly facing difficulties securing large-format FC-BGA package substrates for custom AI chips, as suppliers...

    Monday 20 July 2026
    Holtek sees customers prioritize supply stability over pricing as optical communications gains are expected in 2027
    Microcontroller (MCU) supplier Holtek Semiconductor reported June 2026 revenue of NT$351 million (approx. US$12 million), up 12.62% month-over-month and 30.93% year-over-year. Revenue...
    Monday 20 July 2026
    Moonshot reportedly eyes IPO after Kimi K3 success forces cap on new users
    Moonshot AI's latest model launch is rapidly reshaping perceptions of China's artificial intelligence (AI) industry, with overwhelming demand forcing the company to suspend new consumer...
    Monday 20 July 2026
    BYD targets Japan's Kei-car stronghold with low-cost EV challenge
    BYD is pressing ahead with plans to enter Japan's all-electric kei-car market, stepping up promotional activity and appointing a brand ambassador in a sign of growing confidence about...
    Monday 20 July 2026
    Beyond Taipower: AI, semiconductors, and overseas grids reshape Taiwan's electromechanical supply chain
    Taiwan's heavy-electrical and electromechanical industry is entering a new growth phase as demand expands beyond its long-standing reliance on Taiwan Power (Taipower). While Taipower's...
    Monday 20 July 2026
    Nvidia shrugs off HBM shortage, bets on AI infrastructure to sustain explosive growth
    Nvidia CEO Jensen Huang has delivered a clear message ahead of his trip to Japan: the chipmaker's growth is still accelerating, even with quarterly revenue approaching US$100 billi...
    Monday 20 July 2026
    Micron's 10-year deal with GlobalWafers signals tighter 12-inch supply

    Rising demand for AI data centers and high-bandwidth memory (HBM) is pushing semiconductor competition further upstream into silicon...

    Monday 20 July 2026
    Huahsu expands capacity to tap AI and advanced packaging demand
    Huahsu, a semiconductor materials supplier established in 1997 through a joint investment by Japan's Asahi Kasei and Wah Lee, has launched a new capacity expansion plan as demand for...
    Monday 20 July 2026
    Hanmi Semiconductor speeds up HBM tool output and plants US flag as equipment shortage looms
    South Korea's Hanmi Semiconductor is racing to expand output of the bonding equipment that global memory and foundry makers rely on to build high-bandwidth memory (HBM), warning that...
    Sunday 19 July 2026
    SmartSens forecasts stronger first-half 2026 results on AI-related demand
    SmartSens is signaling stronger first-half 2026 growth, a development that may matter to investors tracking global demand for image sensors used in security cameras, smartphones, and...
    Sunday 19 July 2026
    ASML supplier Trumpf says South Korea EUV demand is growing faster than Taiwan's
    High-NA EUV lithography is becoming the semiconductor equipment industry's next major battleground as demand rises for more advanced chips used in artificial intelligence, high-performance...
    Friday 17 July 2026
    TSMC's CoWoS capacity remains 'extremely tight' as OSAT partners ramp expansion

    During its July 16 earnings conference, Taiwan Semiconductor Manufacturing Company (TSMC) offered an upbeat outlook on AI demand. Responding...

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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