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    South Korean OLED panel makers poised for strong4Q25 amid high-end smartphone demand
    Dec 9, 18:42
    Taiwan advances integrated photonics and quantum optoelectronic chip projects
    Dec 9, 18:41
    Nvidia's H200 returns to a China less dependant than before
    Dec 9, 18:41
    South Korea's EV charging industry seeks localization to overcome market challenges
    Dec 9, 15:27
    US approval of Nvidia H200 chip exports sparks debate on China's tech autonomy
    Dec 9, 15:21
    Tesla restart solar leasing business, opening rare doors for Taiwan suppliers
    Dec 9, 15:20
    NEWS TAGGED DEMAND
    Friday 28 November 2025
    Taiwan optical suppliers see surge in automotive lens demand as autonomous driving expands
    As autonomous-driving technologies proliferate and global safety regulations tighten, demand for in-vehicle camera lenses is accelerating rapidly. The shift is creating significant...
    Friday 28 November 2025
    AI servers fuel interconnect boom as suppliers race to integrate signal, power, and cooling
    As AI computing power rapidly scales, electronic system interconnect demands are shifting from traditional terminal structure optimization to comprehensive integration of high-speed...
    Thursday 27 November 2025
    Walmart's electronic shelf label rollout to end by 2026, but E Ink sees no sign of demand slowdown
    Despite concerns over growth momentum in the electronic shelf label (ESL) market as Walmart's installation project is slated to finish by 2026, E Ink Holdings remains confident about...
    Thursday 27 November 2025
    Data Image enters drone market with new Taoyuan production line

    Data Image, Qisda Group's display subsidiary, is moving into the drone market and is preparing a new production line in Taoyuan to support...

    Thursday 27 November 2025
    Taiwan and US companies advance AI, rejecting bubble concerns
    Former Minister of Economic Affairs (MOEA) Mei-Hua Wang said at a forum that demand for AI computing power is skyrocketing, and semiconductor demand shows no sign of slowing. Whether...
    Thursday 27 November 2025
    Contrel eyes 30% semiconductor revenue share by 2026 with PLP, microLED, and TGV
    Responding to growing demand in AI and high-performance computing (HPC), Contrel's advanced packaging business is set to expand its revenue share significantly by 2026. Director Tsan-Jen...
    Thursday 27 November 2025
    China's tech giants 'BAT' invest billions to debunk AI bubble claims
    China's leading tech giants, Baidu, Alibaba, and Tencent, known collectively as "BAT", have committed massive capital expenditures totaling hundreds of billions of CNY to expand AI...
    Thursday 27 November 2025
    Inventec gains from Google TPU drive as cloud firms seek Nvidia alternatives
    Google's renewed focus on custom Tensor Processing Units (TPUs) for artificial intelligence is driving up demand for its server hardware, giving Taiwan's Inventec new momentum and...
    Thursday 27 November 2025
    TSMC's retired tools spark fierce demand in China, ASEAN
    TSMC's plan to reactivate its 6-inch and 8-inch fabs at Hsinchu Science Park has drawn strong attention from the semiconductor supply chain, according to industry sources. Although...
    Thursday 27 November 2025
    Foxconn aims to double Vietnam revenue as AI server demand surges
    Foxconn Industrial Internet (FII) plans to double its revenue in Vietnam to US$20 billion in 2026, driven largely by surging demand for AI server systems and components purchased...
    Thursday 27 November 2025
    Fusion Worldwide: The Three Resources That Actually Gate AI Progress Right Now

    From TSMC to SK hynix, every Q3 2025 earnings call delivered the same sobering message, the AI build-out is being throttled by three physical choke points that no amount...

    Thursday 27 November 2025
    Alibaba sees no AI bubble in 3 years, may boost capital spending
    Alibaba reported strong cloud revenue growth for the quarter ending September 30, 2025, with CNY39.8 billion (approx. US$5.6 billion) in sales, up 34% year-over-year, and external...
    Thursday 27 November 2025
    Taiwanese firms expand 5G glass fiber capacity to challenge Japan's dominance
    The surge in global AI infrastructure demand is driving major upgrades in PCB material specifications, but it has also exposed supply shortages of critical upstream materials such...
    Wednesday 26 November 2025
    Global wafer foundry industry, 2026 and beyond

    Introduction

    Wednesday 26 November 2025
    D-Link turns profitable with 9.3% revenue growth in 3Q25
    Networking equipment maker D-Link posted consolidated revenue of NT$3.44 billion (US$109.58 million) for the third quarter of 2025, up 9.3% from the previous quarter. However, cumulative...
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    BIZ FOCUS
    Dec 8, 08:00
    SK hynix Honored with Two Major Titles at GSA Awards 2025
    Monday 8 December 2025
    LitePoint 2025: Shaping the Future with Wi-Fi 8 and Optical Communication Testing
    Friday 5 December 2025
    Navigating Semiconductor Demand and Supply Challenges in 2026
    Thursday 4 December 2025
    ASIC Shift for High-Speed Computing: PGC's Design Service Turnkey Platform Speeds Time-to-Market
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