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    NEWS TAGGED DEMAND
    Tuesday 11 November 2025
    Taiwan optical firms eye expanding drone payload market
    As global demand for drones accelerates, Taiwan's optical component makers are racing to capture new opportunities in imaging payloads, an area where the island's lens and module...
    Monday 10 November 2025
    Taiwan notebooks, 3Q 2025

    Introduction

    Monday 10 November 2025
    ASML says AI boom has yet to lift chip equipment demand
    Nvidia and TSMC are surging ahead in the AI boom, but ASML's growth looks slower in comparison. The Dutch lithography maker expects about 15% sales growth in 2025, while TSMC projects...
    Monday 10 November 2025
    TSMC breaks one record after another: AI demand powers October revenue height, CEO confident streak will continue
    TSMC posted record consolidated revenue of NT$367.47 billion (US$11.87 billion) in October 2025, up 11.0% from September and 16.9% from a year earlier. The result highlights the company's...
    Monday 10 November 2025
    Chenbro eyes automated US factory as AI drives server growth
    Server chassis maker Chenbro Micom stated that strong artificial intelligence (AI) momentum is boosting confidence in future operations, which are expected to hit a record high in...
    Monday 10 November 2025
    Taiwan's October exports hit single-month record high
    Taiwan's exports in October 2025 hit a single-month record high of US$61.8 billion, experiencing a year-over-year increase of 49.7% and surpassing the US$60 billion mark for the first...
    Monday 10 November 2025
    Wiwynn's 3Q25 revenue jumps 173%, profit doubles on explosive AI server demand

    Wiwynn posted record third-quarter results for 2025, driven by surging AI and data center demand. Consolidated revenue jumped 172.8% year-over-year...

    Monday 10 November 2025
    Fitpower eyes AIoT chip surge in 2026 to cut DDI revenue share
    Taiwanese DDI supplier Fitipower held an investor briefing on November 7, revealing plans to significantly boost AIoT chip shipments by 2026. The company aims to reduce its reliance...
    Monday 10 November 2025
    Formosa Plastics chief warns of prolonged supply glut from China, accelerates five-pronged transformation

    Formosa Plastics Group (FPG) president Chia-chau Wu said China's rapid buildout of large-scale petrochemical plants has caused a lasting...

    Monday 10 November 2025
    Macronix sees rising NOR, NAND, and eMMC demand amid memory market recovery
    Macronix International is witnessing a strong rebound in demand for its NOR, NAND, and eMMC memory products, with chairman Minin Wu highlighting growing market opportunities as the...
    Monday 10 November 2025
    AUO and Innolux expect operating losses to continue into 4Q25 off-season
    During what is typically peak season, panel makers AU Optronics (AUO) and Innolux both posted operating losses in the third quarter of 2025 due to the appreciation of the New Taiwan...
    Monday 10 November 2025
    Formosa Plastics reports softer October sales, AI-driven materials boost continued growth
    Formosa Plastics Group's four core subsidiaries posted lower revenue in October 2025, showing both monthly and annual declines. Combined sales from Formosa Plastics Corporation (FPC),...
    Monday 10 November 2025
    Topoint eyes chip drill shortage as AI boosts PCB, substrate demand in 2026
    Topoint, a leading manufacturer of high-end drills and drilling services for the PCB industry, expects supply shortages to persist through 2026 despite recent capacity expansions...
    Monday 10 November 2025
    PixArt Imaging signals stable 4Q25 as drone sensor demand offsets gaming softness
    IC design company PixArt Imaging held its earnings call on November 7, 2025, outlining a cautiously optimistic view for the remainder of 2025. Although the company posted weaker results...
    Monday 10 November 2025
    GSEO posts 14.3% YoY revenue growth, strong demand to boost 4Q25
    Genius Electronic Optical (GSEO) reported consolidated revenue of NT$2.257 billion (approx. US$72.8 million) in October 2025, down NT$400 million or 15.07% from September's NT$2.657...
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    Asia webinar 1205
    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
    Femtometrix Honored by the World's Leading Memory Manufacturer, for Pioneering Optical Process Control Technologies
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