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    NEWS TAGGED DEMAND
    Thursday 1 May 2025
    China's DRAM surge could upend global memory prices and supply chains, warns Etron
    The global memory market is recovering from a downturn, with memory poised to become a key pillar of AI computing. However, Etron Technology Chairman Nicky Lu warned that Chinese...
    Thursday 1 May 2025
    AI servers remain in high demand, says Quanta chair
    Is AI development sustainable? Barry Lam, chairman of Quanta, pointed out that AI development consists of seven stages, and we are currently only at the second stage. The GB200 and...
    Wednesday 30 April 2025
    Ardentec eyes IDM outsourcing gains as auto, industrial demand stay weak
    Ardentec Corporation reported in its first-quarter 2025 earnings call that strong demand for AI- and HPC-related communications products, along with gains from back-end packaging...
    Wednesday 30 April 2025
    Smartphone strength cushions Samsung's 1Q25 chip slump
    Samsung Electronics reported its financial results for the first quarter of 2025, revealing revenue of KRW79.1 trillion (US$55.4 billion) and an operating profit of KRW6.7 trillion...
    Wednesday 30 April 2025
    China's GalaxyCore rides high-pixel boom to triple profit, targets AI glasses, automotive vision next

    GalaxyCore Inc. reported its 2024 earnings on April 28, posting annual revenue of CNY6.383 billion (approx. US$875 million), a 35.9%...

    Wednesday 30 April 2025
    Strong growth in GAA demand, too early to assess tariff impact, says ASM
    Dutch semiconductor manufacturing equipment maker ASM released its latest financial report, expressing optimism that sales related to gate-all-around (GAA) technology will see robust...
    Wednesday 30 April 2025
    STT GDC discusses three major challenges for the colocation industry in the AI era
    Singapore's STT GDC, a colocation provider under ST Telemedia and backed by Temasek Holdings, is navigating significant changes as AI servers transform the market landscape.
    Wednesday 30 April 2025
    Taiwan's economy faces slower growth under Trump's trade pressures
    The policies of US President Donald Trump have caused significant disruptions to global trade stability, particularly impacting Taiwan's supply chains. Under the shadow of high tariffs,...
    Wednesday 30 April 2025
    K&S partners with Taiwanese semiconductor leaders in advanced packaging push

    Despite flat demand for most consumer electronics chips and a muted outlook for traditional wire bonding and packaging equipment, Singapore's...

    Tuesday 29 April 2025
    Flex bolsters US manufacturing to power data center boom
    Flex has ramped up its US manufacturing capacity to address the escalating demand for data center power solutions, driven by the AI boom. The company announced a significant expansion...
    Tuesday 29 April 2025
    Google sees cloud demand surpass capacity, AI now powers over 30% of code development
    Despite recent reports suggesting a slowdown in US data center expansion, Alphabet, Google's parent company, has reaffirmed the strength of its cloud business. The company emphasized...
    Tuesday 29 April 2025
    China launches 5 new nuclear power projects to meet surging AI energy demand
    As China's homegrown AI models, such as DeepSeek, expand into manufacturing, healthcare, education, and infrastructure, particularly power supply, has become crucial for sustaining...
    Tuesday 29 April 2025
    Amkor sees no major tariff-driven pull-ins; new Apple SiP socket order may lift outlook
    Amkor Technology reported falling net sales for the first quarter, driven by weakness in its communications and automotive sectors. The company said its expansion plans in Arizona...
    Tuesday 29 April 2025
    Cadence reports strong 1Q25, raises full-year outlook
    On April 28, Cadence reported robust first-quarter 2025 results, with revenue up 23% year-over-year to US$1.24 billion, driven by strong demand for its AI-enabled design tools. The...
    Tuesday 29 April 2025
    Mature chip processes most vulnerable in Trump's tariff storm
    Taiwan's semiconductor industry has temporarily escaped US President Donald Trump's sweeping tariff measures announced earlier this month, but industry insiders warn that systemic...
    11/128 pages
    Veeam Q2 Vault – ANZ
    BIZ FOCUS
    May 9, 11:30
    Is your AI system built to last—or bound to fail? Only DEEPX has the answer
    Monday 19 May 2025
    Empowering the intelligent future: Fibocom elevates AI capabilities for next-gen innovation
    Monday 19 May 2025
    MSI showcases AI-driven, high-performance innovations at COMPUTEX 2025
    Wednesday 14 May 2025
    VIA Labs presents USB4 gaming dock reference design compliant with the latest EU EUP/ERP regulations
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES