CONNECT WITH US
NEWS TAGGED DEMAND
Wednesday 10 June 2026
Flytech pivots from POS hardware to all-scenario payment and edge-computing systems
Flytech announced a strategic shift from being primarily a point-of-sale hardware supplier toward a systems-provider model focused on payments, edge computing, and recurring services...
Wednesday 10 June 2026
GEM Terminals cites AI-driven demand as May 2026 copper sales jump 72%
GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment...
Wednesday 10 June 2026
Chenbro Micom posts May revenue jump and projects strong second-half momentum
Server chassis maker Chenbro Micom reported that May 2026 revenue reached NT$2.51 billion (approx. US$79 million), up 37.3% year-over-year and 21.8% month-over-month, and said it expects...
Wednesday 10 June 2026
CATL locks in 770,000 tons of electrolyte supply as battery demand accelerates
China's battery materials supply chain is showing fresh signs of tightening as major electrolyte producers secure multiyear contracts with the world's largest electric-vehicle battery...
Tuesday 9 June 2026
Samsung foundry profit rebound may come in 3Q26 as 2nm orders rise 130%
Samsung Electronics' foundry business may return to profit as early as the third quarter of 2026, ahead of its previous target of late 2026 to 2027, as improving yields, larger orders,...
Tuesday 9 June 2026
Adata, Macronix report record May revenue amid rising memory demand, prices
Memory manufacturers have reported revenue gains in May 2026, with Adata Technology posting NT$12.94 billion (approx. US$410.88 million), setting a new record for the third consecutive...
Tuesday 9 June 2026
ELAN sees drone and AI PC push reshaping revenue mix
Taiwanese fabless chipmaker ELAN said its second-quarter 2026 outlook suggests revenue will hold near first-quarter levels, even as the company expands beyond PC orders into drones,...
Tuesday 9 June 2026
SuperAlloy targets semiconductor supply chain with recycled aluminum push
SuperAlloy reported that rising demand from global luxury and supercar manufacturers, alongside green procurement policies, drove higher sales of recycled aluminum in May, lifting...
Tuesday 9 June 2026
TSMC capacity crunch pushes Google, Nvidia closer to Intel
TSMC's AI capacity crunch is giving Intel its clearest opening in years to re-enter the most advanced chipmaking race, with Google and Nvidia exploring Intel as a potential backup...
Tuesday 9 June 2026
SK Hynix orders Hanmi equipment for HBM4 capacity buildout
SK Hynix has ordered new HBM4 production equipment from Hanmi Semiconductor, a clear signal that the South Korean memory maker is moving deeper into capacity expansion as Nvidia demand...
Tuesday 9 June 2026
Delta, Liteon tackle AI power and load stability needs
As AI shifts from training to inference and agents, computing and power demand are growing exponentially, putting energy supply and load stability at the center of the industry's next...
Tuesday 9 June 2026
Tencent takes dual-track AI chip route with Canghai V2 and domestic partnerships
Tencent is sharpening a dual-track AI chip strategy, combining self-developed semiconductors for its own business workloads with deeper partnerships across China's domestic AI computing...
Tuesday 9 June 2026
Topco monthly sales hit third-highest level on chip materials demand
Topco Scientific said strong demand from artificial intelligence and high-performance computing drove higher shipments of advanced-process materials, lifting consolidated revenue in...
Tuesday 9 June 2026
Yesiang begins shipping recycled filters as 2nm demand lifts AMC market
Taiwan's Yesiang has started volume shipments of a newly certified recycled advanced micro-contamination (AMC) filter as semiconductor makers push deeper into 2nm and smaller nodes...
Tuesday 9 June 2026
GSEO surpasses NT$10 billion in five-month revenue and plans July mass production
Genius Electronic Optical reported consolidated revenue of NT$1.629 billion (US$51.5 million) in May 2026, marking a month-on-month decline from NT$2.314 billion in April but a 30.24%...