CONNECT WITH US
NEWS TAGGED DEMAND
Monday 21 July 2025
Teco secures data center project in Malaysia amid AI-driven demand surge
Teco Electric & Machinery has won new data center construction contracts in Malaysia after acquiring NCL Energy Mechanical and Electrical Engineering. The projects in Selangor...
Monday 21 July 2025
AI server growth lifts ABF market, while BT substrates struggle with supply constraints

A surge in demand for ABF substrates driven by AI applications has created ripple effects across the semiconductor packaging supply chain...

Monday 21 July 2025
TSMC pledges prudence as it pursues US$165b US expansion
Taiwan Semiconductor Manufacturing Co. (TSMC) will remain prudent about spending this year while expanding globally to meet surging AI chip demand, as the chipmaker grapples with...
Monday 21 July 2025
Meta-backed OCP pushes open alternative to closed AI hardware ecosystem
As surging demand threatens to fragment the supply chain into costly proprietary silos, the Open Compute Project,...
Monday 21 July 2025
Amazon, Google drive HBM memory boom as custom AI chips threaten Nvidia’s lead
As demand for artificial intelligence (AI) accelerates, tech giants like Amazon, Google, and Meta are emerging as major players in the high-bandwidth memory (HBM) market. These companies...
Saturday 19 July 2025
Automotive market headwinds offset by AI servers; Eikei sees US liquid cooling board orders surge in 3Q25
Eikei chairman Shih-Lin Liu stated that the impact of tariffs and exchange rates has temporarily eased, with customer orders gradually stabilizing. Looking ahead to the second half...
Saturday 19 July 2025
Nvidia explores SOCAMM deployment for next-gen AI systems
Nvidia is reportedly preparing to enter a new phase in the memory market by planning to deploy between 600,000 and 800,000 SOCAMM modules in 2025. This initiative positions SOCAMM...
Saturday 19 July 2025
SK Hynix retreats from China, pivots to homegrown DRAM growth
SK Hynix is ramping up domestic semiconductor production as US export controls and geopolitical tensions prompt a broader reshuffling of the global memory supply chain. The company...
Friday 18 July 2025
H20 comeback sparks rush for HBM with Samsung set to benefit
Nvidia's H20 chip has been granted approval by the US government to be sold in China, despite being a lower-spec version compared to its original design. This approval has quickly...
Friday 18 July 2025
Ichia posts 40% profit surge, Kulim plant set to launch in 4Q25
Ichia Technologies, consistently receiving strong demand in consumer and automotive products, reported a consolidated revenue of NT$2.8 billion (approx. US$95.4 million) in the second...
Friday 18 July 2025
TSMC raises 2025 revenue forecast on AI demand despite macro headwinds
TSMC lifted its full-year revenue outlook in dollar terms during an earnings call, citing robust demand for high-performance computing chips driven by artificial intelligence (AI)...
Friday 18 July 2025
TSMC to step up 2nm deployment to meet AI demand
High-tech Innovators are all partnering with TSMC thanks to its industry-leading 2nm and A16 process technologies, which offer a crucial competitive edge in meeting the endless demand...
Friday 18 July 2025
OpenAI diversifies cloud providers as AI compute demand outpaces supply
OpenAI has diversified its cloud infrastructure beyond Microsoft Corp. to include Google Cloud, CoreWeave Inc., and Oracle Corp., underscoring the intensifying competition for scarce...
Friday 18 July 2025
TSMC raises revenue outlook as AI demand offsets consumer electronics weakness
TSMC lifted its full-year dollar revenue forecast and signaled stable second-half orders, providing relief to a supply chain grappling with tariff uncertainties and softening consumer...
Friday 18 July 2025
TSMC shrugs off macro headwinds with bold guidance hike — here's what's driving it

TSMC has shrugged off currency volatility, reciprocal tariff threats, and looming chip trade duties to raise its 2025 US dollar revenue...