CONNECT WITH US
NEWS TAGGED DEMAND
Saturday 21 June 2025
Nidec's Takisawa taps China's robot boom with precision tool push
Takisawa Machine Tool, a subsidiary of Japan's Nidec Corp., is leveraging its parent company's extensive sales networks and industrial connections to expand its presence in China's...
Saturday 21 June 2025
Sigurd lifts capex by 75% to chase AI smartphone boom, BIS-driven test orders

Riding a wave of demand driven by AI smartphones, servers, ASICs, optical transceivers, and networking gear, Taiwan-based IC testing...

Friday 20 June 2025
AI boom pushes Wistron to rapidly scale up server production
The demand for AI remains robust, and visibility is high. Wistron President and CEO Jeff Lin noted that most customers are placing rolling 12-month orders, and current demand is expected...
Friday 20 June 2025
China to inject US$19 billion in consumer subsidies as trade-in policy expands
In a continued push to stimulate domestic demand, China is set to release an additional CNY138 billion (approx. US$19 billion) in the second half of 2025 to fund subsidies for its...
Friday 20 June 2025
SK Hynix widens lead over Samsung as HBM race accelerates
South Korea's top chipmakers, SK Hynix and Samsung Electronics, are heading into 2025 with dramatically diverging fortunes, as the global race for AI-driven memory dominance accelerates...
Friday 20 June 2025
Soaring AI electricity demand challenges South Korea's energy policy
The rapid growth of the global generative AI industry has sharply increased electricity demand, straining national power grids and energy security worldwide. South Korea faces particular...
Friday 20 June 2025
Auto market headwinds offset by AI servers; FHt expands production to capitalize on ASIC growth
Niche PCB manufacturer FHt held its annual shareholders meeting, where general manager Taylor Lee highlighted the strong demand for AI server orders from the ASIC sector in 2025....
Friday 20 June 2025
Unimicron bets on AI boom as substrate demand set to surge

Unimicron, a leading manufacturer of IC substrates, is gearing up for the strong rebound in 2025, driven by surging demand for high-end...

Thursday 19 June 2025
New front opens in CPO, SiPh race: TSMC and Taiwanese supply chain in the lead
Surging demand for AI compute is driving global investment in GPUs, ASICs, and next-generation datacenter infrastructure. As conventional electronic interconnects fall short of meeting...
Thursday 19 June 2025
Urgent orders boost memory packaging and testing in 2Q25; AI stabilizes variables for 2H25
Benefiting from a rapid recovery in memory market demand during the first half of 2025, memory packaging and testing companies are sharing in the gains. Although the US 90-day tariff...
Thursday 19 June 2025
US solar energy firms lay low as Trump's 'big beautiful bill' sweeps through
The US Senate has proposed a complete phase-out of tax credits for solar and wind energy, as part of amendments to Donald Trump's proposed "One Big Beautiful Bill Act." However, as...
Thursday 19 June 2025
Nintendo Switch 2 off to strong sales start; handheld rivals fear displacement effect
Nintendo's long-anticipated Switch 2 debuted on June 5 across Japan and several other markets, marking its first major console release in eight years. Demand has quickly outpaced...
Thursday 19 June 2025
Alltek Technology projects steady AI and networking growth in 2025, eyes Southeast Asia as key driver
Taiwan-based IC distributor Alltek Technology anticipates stable growth in its AI and networking business sectors during 2025 despite currency exchange fluctuations and trade uncertainties,...
Thursday 19 June 2025
LG Display plans huge investment to boost OLED technology through 2027
LG Display announced a planned investment of approximately KRW1.26 trillion (around US$920 million) to boost its OLED technology capabilities and support its ongoing shift from LCD...
Thursday 19 June 2025
Nintendo Switch 2 goes supersonic, Samsung chips in with billion-dollar upside
Nintendo's highly anticipated Switch 2 console launched to surging global demand, setting sales records in both Japan and the US while simultaneously boosting prospects for Samsung...