CONNECT WITH US
NEWS TAGGED DEMAND
Tuesday 4 November 2025
IREN signs US$9.7 billion GPU cloud deal with Microsoft to expand AI infrastructure
On November 3, IREN announced a multi-year contract with Microsoft to provide GPU cloud services, marking a significant milestone for the AI infrastructure provider. Under the five-year...
Tuesday 4 November 2025
Onsemi maintains focus on 8-inch wafer ramp as non-core exits and seasonal trends shape outlook
Onsemi reported steady progress in its operational and manufacturing strategies during the third quarter of 2025, emphasizing controlled inventory buildup, ongoing consolidation of...
Tuesday 4 November 2025
Onsemi sees stabilization in automotive and industrial markets as AI-related revenue expands
Onsemi reported signs of stabilization across its core automotive and industrial markets in the third quarter of 2025, while its artificial intelligence-related business continued...
Tuesday 4 November 2025
PlayNitride eyes 2026 Micro LED growth as Afeela drives automotive demand
Micro LED supplier PlayNitride reported a trough in operations for the second quarter of 2025, posting an after-tax net loss of NT$370 million (US$12 million) due to foreign exchange...
Tuesday 4 November 2025
Murata clarifies US$15B supply plan for US data center represents component supplies, not capital investment
Murata president Norio Nakajima revealed on October 31, 2025, during an online earnings briefing that the company will supply power modules, batteries, multilayer ceramic capacitors...
Monday 3 November 2025
TEL raises full-year profit forecast but misses market expectations
Tokyo Electron (TEL) announced it has raised its operating profit forecast for fiscal 2025 (April 2025-March 2026) from JPY570 billion (approx. US$3.7 billion) to JPY586 billion....
Monday 3 November 2025
Panic-fueled shortage in memory chips worsens as AI demand overwhelms supply
Silicon Motion Technology's president and CEO, Wallace Kou, has highlighted a severe and ongoing memory shortage, driven by structural changes in the memory industry caused by artificial...
Monday 3 November 2025
Japan's materials makers scale up for 2nm chip era
As TSMC and Samsung Electronics move closer to mass production of 2nm chips, Japan's semiconductor materials makers are accelerating investments to strengthen their global supply...
Monday 3 November 2025
Taiwan manufacturing set to gain as traditional and electronics sectors strengthen
The recent meeting between US President Donald Trump and his Chinese counterpart Xi Jinping has eased tensions between the two countries, de-escalating rare earth export controls...
Monday 3 November 2025
Exclusive: Samsung delays DDR5 contract pricing to mid-November as spot prices triple
Memory shortages are intensifying as major cloud service providers (CSPs) continue expanding capital expenditures, with AI demand increasingly squeezing supply. Industry sources reveal...
Monday 3 November 2025
TSMC unveils four-year price hike for advanced chips starting 2026
Industry sources revealed TSMC had introduced a rare multi-year price increase strategy for its advanced semiconductor processes, effective starting in 2026. The company will implement...
Monday 3 November 2025
Yageo reports AI-driven revenue growth and steady outlook for 4Q25
Taiwan-based passive components manufacturer Yageo Group announced that its third-quarter 2025 operations were primarily driven by strong demand in artificial intelligence (AI) and...
Monday 3 November 2025
Tong Hsing Electronics eyes growth engines to revive 2026 operations
Tong Hsing Electronic, a CMOS image sensor (CIS) packaging and semiconductor assembly company, reported NT$2.85 billion (US$93 million) in consolidated revenue for the third quarter...
Monday 3 November 2025
Advanced Power Electronics sees strong DC fan MOSFET demand
Production disruptions at Dutch power device maker Nexperia have drawn speculation about a supply chain shift where Taiwan-based makers may benefit. But Advanced Power Electronics...
Monday 3 November 2025
BenQ Materials eyes steady medical growth, turns cautious on display market
Leading polarizer BenQ Materials is maintaining a cautious outlook for the display sector in the fourth quarter of 2025 and first half of 2026, due to a sluggish TV market and the...