CONNECT WITH US
NEWS TAGGED DEMAND
Thursday 16 October 2025
AI drives Southern Taiwan Science Park revenue to near NT$2 trillion
Southern Taiwan Science Park (STSP) has posted an impressive revenue performance for January to August 2025, driven by the global AI boom. Almost breaking NT$2 trillion at NT$1.828...
Thursday 16 October 2025
HPE posts record quarterly revenue but sees sharp profit decline
Hewlett Packard Enterprise (HPE) posted record revenue but weaker margins in its fiscal third quarter of 2025, reflecting both the strength of AI infrastructure demand and the costs...
Thursday 16 October 2025
ASML sees continued growth in EUV demand, confident in High NA progress
ASML remains optimistic about the outlook for its extreme ultraviolet (EUV) lithography systems, including the next-generation High Numerical Aperture (High NA) EUV tools, as semiconductor...
Thursday 16 October 2025
Fortune Electric secures second phase of Stargate orders, US market share expected to rise
Fortune Electric, the first Taiwanese company to receive US Stargate project orders, is negotiating its second phase, with results due by year-end. With booming AI infrastructure,...
Thursday 16 October 2025
ASML expects China sales to normalize after exceptional growth cycle
ASML said it expects its sales in China to decline significantly in 2026, characterizing the shift not as a downturn but as a return to normal market conditions following an unusually...
Thursday 16 October 2025
ASML lifts margin outlook, signals cautious 2026 growth with XT:260 launch
ASML Holding NV offered a cautiously optimistic outlook during its third-quarter 2025 earnings call on October 15, 2025, pointing to higher fourth-quarter sales and margin improvements,...
Thursday 16 October 2025
ASML signals stable 2025 sales outlook as China demand expected to cool
ASML Holding NV said on October 15, 2025, that it does not expect sales next year to fall short of this year's level, signaling a stable outlook but offering little upside for investors...
Thursday 16 October 2025
TSMC's advanced chip orders surge with AI boom, boosting Taiwan's OSAT sector

As TSMC prepares to release its latest financial results, investor optimism remains high despite renewed concerns over an AI bubble....

Thursday 16 October 2025
Samsung, SK Hynix gear up for memory demand driven by US$500B Stargate plan
South Korea's semiconductor industry anticipates that OpenAI's large-scale high-bandwidth memory (HBM) supply requirements will accelerate production expansion at Samsung Electronics...
Wednesday 15 October 2025
Semiconductor material distributors post strong revenue growth from AI and HPC demand
Several semiconductor materials distributors have posted robust revenue growth, reflecting rising demand driven by advancements in artificial intelligence (AI) and high-performance...
Wednesday 15 October 2025
LGES posts stronger-than-expected 3Q25 operating profit as energy storage growth offsets EV demand drop
LG Energy Solution (LGES) reported preliminary financial results for the third quarter of 2025, posting an operating profit of KRW 601.3 billion (approx. US$423 million), up 34.1%...
Wednesday 15 October 2025
Nvidia set to overtake Apple as TSMC's biggest customer in 2025
A seismic shift is underway in the global semiconductor industry. After a decade as the undisputed top client for chipmaking giant TSMC, Apple is on the verge of being unseated by...
Wednesday 15 October 2025
TSMC set to report strong results amid expanding AI chip demand and stable margins
TSMC is scheduled to hold its online earnings call on October 16, 2025, with market expectations high that the company will meet or exceed its third-quarter 2025 financial targets...
Wednesday 15 October 2025
Taiwan's strained power grid fuels heavy electrical sector boom
The global AI wave is driving rapid expansion of data centers worldwide, with server computing density and power consumption rising in tandem. According to the International Energy...
Wednesday 15 October 2025
BTL Group expands AI server testing, cybersecurity certification capacity
Amid the global surge in AI infrastructure development, Taiwan's professional electronic testing firm BTL Group is rapidly expanding its capabilities to meet rising demand for AI...