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    NEWS TAGGED DEMAND
    Tuesday 14 April 2026
    Glass substrates move toward mass production as Intel, Samsung Electro-Mechanics step up efforts
    Glass substrates are entering a critical pre-mass production phase as demand for high-performance AI chips accelerates. As AI workloads require larger chip sizes and higher bandwidth,...
    Tuesday 14 April 2026
    Huawei backs optical chip push through photonics supplier investment
    AI data centre and high-speed computing demand are pushing optical communications and photonic chips into focus, as data transmission bottlenecks reinforce the strategic role of photonics...
    Tuesday 14 April 2026
    Winmate shifts to AI platform with defense and edge computing as dual engines
    Winmate's focus on edge AI and defense markets could reshape its global footprint, promising higher-margin sales and expanded production in Europe, the US, Japan, and Thailand. Customers...
    Tuesday 14 April 2026
    Silicon Motion breaks ground on Taipei HQ, targets 2030 opening to anchor dual-site operations
    Silicon Motion Technology held a groundbreaking ceremony on April 13 for its new corporate headquarters in Taipei, marking a key step toward expanding its operational footprint. The...
    Tuesday 14 April 2026
    March 2026 revenue for ODM/EMS surged on back of AI server demand
    Taiwan's ODM and EMS sectors saw a surge in revenue in March 2026, driven primarily by strong AI server demand alongside seasonal quarter-end restocking. Notably, growth extended beyond...
    Tuesday 14 April 2026
    Ghost Robotics targets Taiwan production hub to cut costs, reduce China supply chain exposure
    Ghost Robotics, a US supplier of quadruped robots to the Department of Defense, is partnering with Taiwanese manufacturers to localize production. The collaboration aims to reduce...
    Tuesday 14 April 2026
    JCET advances CPO, glass substrates to capture AI packaging demand
    JCET, China's leading outsourced semiconductor assembly and test (OSAT) provider, is accelerating its push into advanced packaging, sharpening its position in AI servers, data centres,...
    Tuesday 14 April 2026
    Asus exceeds expectations with 2x server revenue and growing notebook shipments
    Asus has recently unveiled two major surprises in its business outlook. According to supply chain sources, the company's newly set internal targets for 2026 notebook shipments and...
    Tuesday 14 April 2026
    Passive component demand splits in 2026; AI and autos hold firm

    The passive components sector is emerging from its inventory slump, with Yageo and Walsin Technology flagging a pickup in both commodity...

    Tuesday 14 April 2026
    Nanya Technology posts NT$26 billion profit in 1Q26 as DRAM prices surge over 70%
    Nanya Technology reported strong financial results for the first quarter of 2026, driven by a significant rise in DRAM prices and artificial intelligence (AI)-fueled demand across...
    Tuesday 14 April 2026
    King Yuan Electronics posts record 1Q26 revenue, raises capex to NT$50 billion
    Benefiting from continued demand driven by artificial intelligence (AI), high-performance computing (HPC), and application-specific integrated circuits (ASIC), semiconductor testing...
    Tuesday 14 April 2026
    Yaskawa Electric sees AI robot, chip demand boost profits

    Japan's Yaskawa Electric is pointing to a turning point in its earnings trajectory, with AI-driven robotics and semiconductor equipment...

    Tuesday 14 April 2026
    Google and Intel expand CPU partnership, boosting ASIC and startup opportunities
    Google recently announced an expanded collaboration with Intel to increase the deployment of Xeon processors in its cloud AI data centers. This move reflects the rapidly growing demand...
    Tuesday 14 April 2026
    Alibaba boosts fusion startup NovaFusionX in bid to secure AI energy edge
    As generative AI and large-scale computing infrastructure continue to expand, the industry is coming to recognize "power as the limit of compute." With AI data centers demanding a...
    Tuesday 14 April 2026
    DDR5 dethrones HBM as memory's top profit engine
    The AI boom has reshuffled memory industry priorities. DDR5 modules have overtaken high-bandwidth memory (HBM) as the primary profit source for manufacturers — a reversal few...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook