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    NEWS TAGGED DEMAND
    Friday 8 May 2026
    TSMC revenue rise highlights Asia's grip on AI chip supply
    TSMC said on May 8 that revenue for the first four months of 2026 rose 29.9% from a year earlier, offering a further sign of the strength of the world's largest contract chipmaker...
    Friday 8 May 2026
    Novatek raises margin outlook on stronger product mix and early shipments
    Novatek Microelectronics, one of Taiwan's leading display driver IC (DDI) makers, said revenue in the first quarter of 2026 was supported by growth in system-on-chip (SoC) and large-size...
    Friday 8 May 2026
    LCD monitor panel prices climb again: BOE, TCL CSOT tighten supply amid Taiwan, South Korea cuts

    The LCD TV panel inventory replenishment cycle is nearing its end, but LCD monitor panel prices are expected to extend gains in May as...

    Friday 8 May 2026
    Sony, TSMC form Japanese joint venture to push image sensors into automotive and robotics
    TSMC and Sony Semiconductor Solutions have signed a non-binding memorandum of understanding to establish a joint venture (JV) for next-generation image sensor development and manufacturing,...
    Friday 8 May 2026
    Coherent order backlog reaches 2030: 1.6T optics and 6-inch InP capacity accelerate
    Driven by surging AI computing demand and the industry-wide shift toward higher-bandwidth, lower-power network infrastructure, optical communications company Coherent Corp. says customer...
    Friday 8 May 2026
    Surging AI demand tightens supply of key PCB material

    Demand for high-performance printed circuit boards (PCBs) used in advanced semiconductors has surged in recent months, tightening supply...

    Friday 8 May 2026
    TSMC's 2026 revenue surges 30% in first four months on AI boom
    TSMC on May 8, 2026, reported consolidated net revenue of approximately NT$410.73 billion (US$12.6 billion) for April 2026, up 17.5% from the same month a year ago, though down 1.1%...
    Friday 8 May 2026
    China smartphone market and industry, 1Q 2026: 1Q26 shipments fall; cost pressures cloud 2Q26 outlook

    Introduction

    Friday 8 May 2026
    Analysis: Samsung's union fight exposes a fault line in semiconductor investment
    A labor dispute at Samsung Electronics is sharpening a debate with implications well beyond South Korea: how semiconductor companies balance worker compensation against the capital-intensive...
    Friday 8 May 2026
    AI infrastructure spending just doubled an IC distributor's revenue in one year
    WT Microelectronics posted a record quarterly net profit in the first quarter of 2026, driven by an explosive surge in data center and server revenue that the company attributed to...
    Friday 8 May 2026
    Topco hits record 1Q26 revenue, profit on semiconductor materials demand
    Topco Scientific reported record first-quarter 2026 revenue and profit on May 7, driven by strong demand for photoresists, photomask substrates, and silicon wafers used in advanced...
    Friday 8 May 2026
    Accton's blowout quarter signals hyperscalers are still spending hard on AI infrastructure
    Accton Technology reported consolidated results for the first quarter of 2026 after a board meeting on the 7th, disclosing that revenue rose to NT$70.121 billion, up 64.02% year on...
    Friday 8 May 2026
    PMIC supplier GMT bets on volume growth over higher prices
    Power-management chip maker Global Mixed-Mode Technology, or GMT, said demand conditions in the first quarter of 2026 were stronger than expected, helped by an improved product mix...
    Friday 8 May 2026
    M31 weathers project delays as royalties and advanced-node demand signal recovery
    M31 Technology reported a first-quarter 2026 revenue decline as contract timing disruptions pushed some North American advanced-process projects into the next quarter, but the company...
    Friday 8 May 2026
    Shenmao rides the AI infrastructure boom to record revenue growth
    Taiwanese solder materials manufacturer Shenmao Technology said surging demand from the artificial-intelligence server supply chain, coupled with expanding shipments to Southeast Asia...
    1/219 pages
    TechForum0520
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook