CONNECT WITH US
NEWS TAGGED DEMAND
Monday 18 August 2025
Giga Solar Materials enters AI server market with Parker liquid cooling fittings distribution rights
Solar conductive paste manufacturer Giga Solar Materials (GSMC) announced on August 14 that it has obtained the rights to distribute US vendor Parker's AI server liquid cooling fittings...
Monday 18 August 2025
Strong demand for advanced nodes drives Topco's 1H25 revenue growth
Topco Scientific (TSC) stated during an earnings call on August 14, 2025, that current semiconductor market conditions are on par with the first quarter of 2025, adding that advanced...
Monday 18 August 2025
Tariff standoff, soft demand threaten to undercut Taiwan’s auto supply chain

In Taiwan, small and medium-sized enterprises (SMEs) form the backbone of the domestic auto supply chain—supplying everything from...

Monday 18 August 2025
Strong AI and HPC demand drives Daxin Materials' dual growth engines, ready to expand capacity
Daxin Materials reported solid operational performance in the first half of 2025, with expectations for continued growth in the semiconductor and display materials sectors in the...
Sunday 17 August 2025
Solteam defies EV industry slump with 38% surge in NEV revenue

In a challenging global environment that has dampened growth across the electric vehicle (EV) industry, Solteam held its investor briefing...

Sunday 17 August 2025
TSMC’s top wafer testing partner posts 78% surge as new facility ramps
Xintec Inc., TSMC's backend packaging and testing unit, posted a strong second-quarter 2025 rebound in wafer probe revenue, driven by increased outsourcing from TSMC and the accelerated...
Saturday 16 August 2025
Repon expects AI server demand to drive growth in 2H25 despite currency and tax challenges
Nan Juen International (Repon), a Taiwanese server rail manufacturer, expects shipments to keep rising in the second half of 2025, with AI servers, particularly Nvidia's GB series...
Saturday 16 August 2025
Trans-Sun reroutes production to Southeast Asia, poised for record year
Trans-Sun Materials Technology posted second-quarter 2025 revenue of NT$344 million (approx. US$11.5 million), up 16.7% from the prior quarter but 5.2% lower year-over-year. Operating...
Saturday 16 August 2025
AIDC wave puts AVC's liquid-cooling capacity on overdrive
Asia Vital Components (AVC) is facing overwhelming demand for liquid-cooling systems amid the AI server surge, with plants running at full capacity and orders significantly exceeding...
Saturday 16 August 2025
AI enters implementation phase; DFI optimistic about industry demand in 2H25
Benefiting from the continuous rise in embedded AI demand and the advancement of diverse vertical applications, embedded motherboard and industrial PC (IPC) provider DFI announced...
Friday 15 August 2025
Weltrend sees strong 2025 growth on AI server cooling chip demand
Weltrend Semiconductor projects strong double-digit revenue growth in 2025, fueled by rising demand for motor driver ICs in AI server cooling systems and an improving product portf...
Friday 15 August 2025
GlobalFoundries folds MIPS into AI, edge computing ambitions
GlobalFoundries (Nasdaq: GFS) has finalized its acquisition of MIPS, a US-based supplier of AI and processor IP, in a bid to fortify its position in differentiated semiconductor manufacturing...
Friday 15 August 2025
AI boom fuels Foxconn's best-ever second quarter; growth to accelerate in Q325
Foxconn, the world's largest electronics manufacturer, reported record second-quarter results on August 14, 2025, with revenue, operating profit, and net income all reaching historic...
Friday 15 August 2025
Taiwan's motor driver IC makers capture AI server market share
Taiwan's IC design houses are seeing steady returns from years of investment in motor driver ICs, with demand rising across a wider set of applications and competition intensifying...
Friday 15 August 2025
E Ink’s record 2Q25 eyed as an upward climb, with capacity expansion underway

E Ink Holdings is riding a wave of strong demand for its electronic paper displays. During its earnings briefing on August 13, CEO Johnson...