CONNECT WITH US
NEWS TAGGED DEMAND
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
Fitipower 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...
Monday 10 November 2025
Taiwan's Dynapack and AES double down on BBU production as AI energy needs surge

As artificial intelligence (AI) servers drive a revolution in power infrastructure, one critical component is quietly becoming indispensable:...

Monday 10 November 2025
Lumentum’s surprise lift sparks profit rebound across Taiwan’s optical chain

US optical communications giant Lumentum reported stronger-than-expected earnings for the quarter ended September 27, signaling renewed...

Monday 10 November 2025
Etron chairman outlines vision for Taiwan's next competitive edge
Etron Technology chairman Dr. Nicky Lu predicts AI-driven memory demand to enter a peak spring period between 2026 and 2027, but supply and demand will not be balanced for at least...
Monday 10 November 2025
Taipower chairman highlights power supply-demand synergy and power matching as key to future development
Data center power consumption has become a critical issue as global energy demand surges due to AI computing. The Trump administration has recently pushed through major energy regulatory...
Monday 10 November 2025
Taiwan’s JPP steps out of obscurity as AI demand outpaces supply
JPP Holding is preparing for dual growth in AI and aerospace in 2026. Chairman Chung Kuo-sung said both segments are set to expand, led by surging demand for AI server cabinets. Beyond...
Sunday 9 November 2025
Systex posts profit growth in 3Q25 driven by enterprise AI transformation
Systex announced it will continue focusing on AI platformization and software AI integration to enable practical AI applications as a core driver of enterprise transformation. The...