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NEWS TAGGED DEMAND
Wednesday 8 July 2026
Foxconn chair: Two of four AI customer groups yet to reach full-scale demand

Speaking at the Taiwan Venture Capital and Private Equity Annual Conference on July 7, Foxconn Chairman Young Liu said demand for AI...

Wednesday 8 July 2026
Wistron sees AI demand holding up as sovereign AI gains traction
Skepticism about the durability of AI demand continues to surface, but the supply chain remains confident in the sector's outlook. Wistron chairman Simon Lin said on July 7 that internal...
Wednesday 8 July 2026
WinWay's record June revenue driven by full AI test interface orders
WinWay Technologies said that its June revenue rose to a record NT$1.5 billion (US$454.8 million), supported by demand from AI, high performance computing, ASICs, GPUs, CPUs, and other...
Tuesday 7 July 2026
AI servers and MacBook demand push Quanta revenue to new record

Strong AI demand lifted Quanta's revenue to a record high in June 2026 and pushed second-quarter sales to a new peak, with servers...

Tuesday 7 July 2026
Zhen Ding 2H26 outlook brightens on server and optical demand

PCB maker Zhen Ding said June revenue climbed to a fresh 2026 high, extending strong year-over-year growth as demand for AI-related...

Tuesday 7 July 2026
Exclusive: Geckos bets on AI materials beyond nano copper powders and CPO waveguides
As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos...
Tuesday 7 July 2026
US grid strain from AI power demand extends order boom for Taiwan equipment makers

A US emergency order to stabilize electricity supplies during an extreme heat wave has underscored a deepening structural imbalance...

Tuesday 7 July 2026
Adlink posts record 2Q revenue on rising edge AI demand
Adlink Technology reported record consolidated revenue for June and the second quarter of 2026, driven by stronger demand for edge AI applications and broader market expansion. The...
Tuesday 7 July 2026
LGES targets humanoid robot battery boom as Tesla Optimus supply looms

LG Energy Solution (LGES) is emerging as a key battery supplier for humanoid robots, as demand for high-performance batteries shifts from...

Tuesday 7 July 2026
Solstice Advanced Materials to buy Element Solutions in US$14.5 billion deal

The planned acquisition of Element Solutions by Solstice Advanced Materials would create a larger supplier serving electronics, data...

Tuesday 7 July 2026
AI server demand tightens power device supply as lead times stretch to 270 days

AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer...

Tuesday 7 July 2026
Analog IC supply squeeze intensifies, ADI extends lead times

Analog Devices (ADI) has reportedly notified customers of extended delivery lead times for certain products, with lead times now reaching...

Tuesday 7 July 2026
Memory prices defy cooling hopes as AI demand drives fresh 3Q26 hikes

Memory contract prices are poised for another sharp rise in the third quarter of 2026, even after several quarters of hikes have already...

Tuesday 7 July 2026
Micron, Ford sign long-term memory supply agreement
Micron Technology and Ford Motor Company have entered into a long-term supply agreement to strengthen access to automotive memory and storage products. The deal underscores how chip...
Tuesday 7 July 2026
Transcend posts record revenue in 2Q26 on strong demand

Memory module maker Transcend Information reported consolidated revenue of NT$5.07 billion (approx. US$138.66 million) for June 2026...