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    Memory shortage slows Flexium transformation with new product launches to lift profits in 2H26
    4min ago
    Univacco posts record first-quarter revenue as North American demand strengthens
    16min ago
    OpenAI launches US$4 billion deployment venture to accelerate enterprise AI adoption
    17min ago
    Pan Jit and subsidiary sponsor Make NTU 2026 hackathon to push robotic gripper innovations
    17min ago
    AcBel Polytech teams with OmniOn and Kinpo Group to target AI power-supply market
    20min ago
    Taiwan EV charging rollout slows as grid and soil issues delay new sites
    20min ago
    WPG Holdings, WT Microelectronics see record April revenue on strong AI server demand
    30min ago
    China NEV retail penetration tops 60% in April as oil prices dent gasoline car demand
    32min ago
    AI demand drove chip prices higher as China’s IC exports jumped 83.7% in 4M26
    May 11, 19:16
    NEWS TAGGED DEMAND
    Tuesday 12 May 2026
    Nvidia's modular AI strategy fuels Delta Electronics supplier boom

    AI infrastructure demand is reshaping the electronics manufacturing sector, pushing component makers to move up the value chain into module...

    Tuesday 12 May 2026
    Arm's AGI CPU demand surges as supply constraints loom
    Arm is preparing to expand beyond its traditional IP licensing business by introducing data center CPUs, positioning itself to compete directly with some of its own customers, including...
    Tuesday 12 May 2026
    Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight
    TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider...
    Tuesday 12 May 2026
    Compeq emerges as key supplier in AI and low-orbit satellite boom
    Compeq Manufacturing said first-quarter 2026 revenue reached a record high for the period, driven by sustained demand from major US customers for smartphones, notebooks, and low-earth-orbit...
    Tuesday 12 May 2026
    Chenbro expands from AI server chassis into liquid-cooling CDU
    Chenbro CEO Corona Chen said strong AI demand is reshaping data center architecture, pushing the company beyond its traditional chassis business into systems, racks, and liquid-cooling...
    Tuesday 12 May 2026
    Apple, AI server demand power Tripod to record 1Q26 as PCB orders spill over

    Taiwanese PCB maker Tripod Technology posted its strongest-ever first-quarter performance in 2026, driven by resilient server and memory...

    Tuesday 12 May 2026
    Powerlogic reports weaker first quarter as chip shortages hit gaming fan sales
    Powerlogic reported weaker first-quarter results after upstream shortages of chips, DRAM, and GPUs prioritized for AI applications squeezed supply to the broader gaming market, delaying...
    Tuesday 12 May 2026
    TienPin posts more than fivefold April revenue surge as AI liquid-cooling demand climbs
    TienPin United Enterprise reported consolidated revenue of NT$61.922 million (US$1.97 million) in April 2026, a 516.94% increase from April 2025. It said cumulative consolidated revenue...
    Monday 11 May 2026
    Transcend chair sees AI memory supercycle
    AI will bring an epochal technology revolution, as did the invention of steam power and electricity, according to Transcend Information chairman Chung-Won Shu. He argued that DRAM...
    Monday 11 May 2026
    Advantech April revenue hits record as edge AI surges
    Advantech posted a fresh monthly revenue record in April 2026 as rising demand for edge AI applications and synchronized growth across major global markets lifted the industrial PC...
    Monday 11 May 2026
    AI data center spending frenzy ignites Sunon's next cooling windfall

    Sunonwealth Electric Machine Industry (Sunon) said surging global investment in AI infrastructure is driving strong demand for industrial...

    Monday 11 May 2026
    Memory bottlenecks threaten data-center GPU efficiency as AI inference scales, says Micron SVP
    Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can...
    Monday 11 May 2026
    Ennostar sees 2Q26 rebound on stronger component demand
    Ennostar said its core losses narrowed significantly in the first quarter of 2026 from the previous quarter, despite the seasonally weak period for the industry, and expects a marked...
    Monday 11 May 2026
    AMD's 2nm defection to Samsung dents TSMC's AI grip
    The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly...
    Monday 11 May 2026
    Trans-Sun Materials rides AI server wave with profit surge
    Trans-Sun Materials Technology posted broad-based gains in the first quarter of 2026, with consolidated revenue rising 28.66% year on year to NT$379 million (US$12.07 million) and...
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    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook