CONNECT WITH US
NEWS TAGGED DEMAND
Wednesday 8 October 2025
IT panel shipments to fall in 4Q25, prices to edge lower as demand cools
As the industry enters the fourth quarter of 2025, IT panels are moving into their traditional off-season. With inventory buildup largely completed, demand momentum is fading, and...
Wednesday 8 October 2025
Taiwan's Ample Electronic breaks monthly revenue record as AI boosts component demand

Taiwanese electronic materials supplier Ample Electronic posted record-high revenue in September 2025, marking its 29th consecutive month...

Tuesday 7 October 2025
Upstream substrate and leadframe price hikes pressure IC packaging costs
Since early 2025, rising costs of precious metals such as gold and silver have triggered price increase signals in the supply chain for key materials like substrates and leadframes...
Tuesday 7 October 2025
Samsung expands B2B footprint with major Toyota smart signage deal
As demand slows in consumer electronics, Samsung Electronics is accelerating its expansion into the B2B digital signage market. The company has secured a large-scale order from Toyota...
Tuesday 7 October 2025
Largan sees September revenue surge from iPhone 17; 3Q25 earnings call set for Oct 9
Largan Precision reported consolidated revenue of NT$6.235 billion (approx. US$204 million) for September 2025, marking a 4% month-over-month increase, but a 4% decline year-over-year...
Tuesday 7 October 2025
AI racks and iPhones lift Hon Hai to a record September
Hon Hai Precision Industry Co., Ltd. posted robust revenue results for September 2025, reporting NT$837.068 billion (US$27.55 billion), driven by increased demand for AI servers and...
Tuesday 7 October 2025
AI demand drives PCB material prices up amid supply strain
Due to global tariffs and inflation, the consumer market outlook for the second half of 2025 remains pessimistic. Taiwanese PCB industry players believe that overall industry growth...
Tuesday 7 October 2025
Taiwan PCB posts record 1H25 output, TPCA projects 12% annual growth
According to the Taiwan Printed Circuit Association (TPCA), the PCB manufacturing output value of Taiwanese companies in the second quarter of 2025 reached NT$218.2 billion (US$7.2...
Tuesday 7 October 2025
Action Electronics targets niche automotive electronics market for sustained growth
Action Electronics is focusing on the specialized automotive electronics sector, targeting niche markets rather than conventional passenger vehicles. The company anticipates its automotive...
Monday 6 October 2025
Mitsubishi Electric opens SiC plant amid cooling EV market
Mitsubishi Electric held a completion ceremony on October 1, 2025, for its new power semiconductor factory in Kumamoto Prefecture, Japan. The facility will produce silicon carbide...
Monday 6 October 2025
Gold and copper prices soar as Trump's policies shake global supply chains
Upon US President Donald Trump's return to the White House, his chip containment policy has ignited a rare earth export control battle with China, affecting the already imbalanced...
Monday 6 October 2025
Taiwan's JPC Connectivity expands fiber, high-power, and PCIe portfolio, projects solid 2026 outlook
Benefiting from rising demand for AI servers and high-speed interconnects, Taiwan's JPC Connectivity expressed cautious optimism for the second half of 2025 and into 2026 during its...
Sunday 5 October 2025
AI data center surge tests connector makers on speed, power, and cooling
The global AI boom is driving a new wave of server and data center build-outs. With hyperscalers and chipmakers expanding compute infrastructure, data transmission is surging, and...
Sunday 5 October 2025
Taiwan defense firms ramp up drone output as Trump blocks US$400M sale
Taiwanese defense suppliers are doubling down on both domestic and overseas orders as global demand for military hardware accelerates. Unmanned systems have become a central focus...
Friday 3 October 2025
Mature chip pricing squeeze deepens for UMC as Taiwan IC design houses foresee challenges lasting into 2026
United Microelectronics Corp. (UMC) recently issued a notice to its suppliers demanding a 15% price reduction, signaling heightened cost pressures within the semiconductor supply...