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    NEWS TAGGED DEMAND
    Thursday 21 August 2025
    IC substrate market split: Kinsus sees adequate supply, high-end ABF tight by 2026
    Kinsus Interconnect Technology, a unit of Pegatron, challenged market fears of a looming IC substrate shortage, arguing supply of both ABF and BT substrates still exceeds demand....
    Thursday 21 August 2025
    Trump proposes 300% chip tariffs; industry warns of hit to holiday sales
    US President Donald Trump is ramping up his rhetoric on semiconductor tariffs, now discussing rates as high as 300%, up from 200% earlier. Industry executives say they wouldn't be...
    Wednesday 20 August 2025
    PCB giant Zhen Ding plans US$1.1 billion expansion to support AI supply chain
    Zhen Ding Technology, the world's largest printed circuit board (PCB) manufacturer, announced that its Chinese subsidiary, Avary Holding, has approved a major investment plan for...
    Wednesday 20 August 2025
    Tex Year Industries expands Vietnam plant to deepen Southeast Asia presence
    Tex Year Industries reported second-quarter consolidated revenue of NT$864 million (approx. US$28.78 million) for 2025, with a net loss of NT$1.94 million attributable to its owners...
    Wednesday 20 August 2025
    Taiwan's auto parts sector struggles to survive market freeze as tariff uncertainty lingers
    Taiwan's automotive parts industry is facing its toughest challenge in years, as domestic car demand has stalled since April 2025. The sales freeze has rippled through the supply...
    Wednesday 20 August 2025
    Why TSMC's CoWoS bottleneck could lock AI memory makers into Nvidia's orbit
    The AI chip market is expected to stay under Nvidia's dominance in 2026, as Samsung Electronics, SK Hynix, and Micron battle to win sixth-generation high-bandwidth memory (HBM4) orders...
    Wednesday 20 August 2025
    Samsung's HBM3E supply to Nvidia loses strategic significance as focus shifts to HBM4 in 2026
    Driven by the booming demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM) has become a key factor reshaping the memory industry landscape. Micron recently...
    Wednesday 20 August 2025
    Chip toolmakers diverge: AI drives windfalls, China demand fades
    Half of the world's 10 largest chip equipment makers reported profit declines or markedly slower growth in the second quarter of 2025, highlighting an uneven cycle driven by booming...
    Tuesday 19 August 2025
    From bicycles to graphics cards: Taiwan's export shift to the Netherlands
    Trade between Taiwan and the Netherlands has evolved over the years. According to statistics from the Ministry of Finance (MOF), while Taiwan imports advanced lithography equipment...
    Tuesday 19 August 2025
    Commentary: Tariff delays, price anxiety, and the EV stall in Taiwan

    Despite lively public debate over vehicle pricing, Taiwan's electric vehicle (EV) market has entered a period of stagnation, as long-awaited...

    Tuesday 19 August 2025
    Smartphone display market sees diverging price trends across panel types

    The third quarter, traditionally a peak season for the smartphone supply chain, has brought a mixed picture for display panel pricing...

    Tuesday 19 August 2025
    Last-minute rush orders shake up Taiwan's chip industry
    Taiwan's chip design firms say second-quarter results point to a clear trend, with inventories climbing in value even as turnover days hold steady. Executives say the increase is...
    Tuesday 19 August 2025
    China's CCL makers raise prices amid surging costs; Taiwan's PCB sector braces for impact
    China's copper-clad laminate (CCL) producers, pressured by surging raw material costs and intensifying competition, have issued new price increase notices. Kingboard, Meizhou Weilibang...
    Tuesday 19 August 2025
    Powerlogic expands beyond PC market, eyes 2026 revenue growth
    Powerlogic, a brushless fan manufacturer, has been actively expanding into the server market. Related shipments are scheduled to begin in the second half of 2025, with further growth...
    Tuesday 19 August 2025
    Intelligo reports 52% jump in Q2 profit, sees stronger 2H25
    Taiwan-based ASIC design firm Intelligo Technology, which specializes in AI-powered acoustics and speech recognition, posted solid gains in the second quarter of 2025 as consumer...
    2/148 pages
    Research Report Database
    BIZ FOCUS
    Aug 5, 11:49
    Cultivating OCP, embracing open source
    Wednesday 13 August 2025
    Advanced WLP and back-end solutions at SEMICON Taiwan 2025
    Wednesday 9 July 2025
    TRI unveils new multi-camera AOI, TR7500 SIII Ultra
    Wednesday 13 August 2025
    Alif Semiconductor vying for market dominance in battery-powered generative AI applications and Edge AI
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES