CONNECT WITH US
NEWS TAGGED DEMAND
Tuesday 25 March 2025
AI or bust: China chip sector to stage comeback at SEMICON China
Artificial intelligence (AI) is now the primary growth driver for the global semiconductor industry. With AI-related demand expected to surge further in 2025, semiconductor equipment...
Tuesday 25 March 2025
CoreWeave's IPO is litmus test for AI data center demand
AI infrastructure startup CoreWeave is seeking a valuation of up to US$32 billion in its upcoming IPO on the NASDAQ, with plans to raise as much as US$2.7 billion. The listing marks...
Tuesday 25 March 2025
Tariffs and demand uncertainty in Europe and US lead to unpredictable 2Q25 auto market
The European and US automobile industries are currently difficult to judge due to tariff disputes launched by the Trump administration, making the second-quarter car market unpredictable,...
Tuesday 25 March 2025
DeepSeek jolt sparks China memory revival, 5-year boom ahead
China's AI sector regained traction in early 2025 with the breakout launch of DeepSeek, a homegrown AI model that revitalized industry confidence and reignited momentum across the...
Tuesday 25 March 2025
Memory contract prices to rise
According to industry sources, all major memory chipmakers aim to boost their quotes for the second quarter of 2025, resulting in a change towards a more bullish market attitude.
Tuesday 25 March 2025
FineTek sees potential growth in AI server liquid cooling with high customer demands and inquiries
Taiwan's leading sensor company, FineTek, pointed out that AI server customers began pulling orders in January. However, the subsequent orders are difficult to predict, although customer...
Tuesday 25 March 2025
Strong HBM memory demand drives WFE market revenue in 2024
According to Counterpoint Research, robust HBM DRAM memory demand and a surge in advanced logic/foundry momentum in the latter half of 2024 propelled a 9% year-over-year growth in...
Tuesday 25 March 2025
US chipmaker Vicor pushes 48V power modules for AI, industrial applications
Vicor, a US power semiconductor module manufacturer, is promoting its latest 48V power module platform globally as power-hungry applications drive demand for higher voltage solutions...
Tuesday 25 March 2025
Panel industry braces for potential 2Q25 slowdown
The panel industry is monitoring developments closely, as recent improvements in demand have raised concerns about a possible slowdown or even a reversal in market trends starting...
Tuesday 25 March 2025
Nvidia's Blackwell production drives revenue surge for Taiwanese IC backend partners
With Blackwell servers in full production, related server IC backend partners, including test interface providers, are expected to see a significant increase in revenue starting the...
Tuesday 25 March 2025
Taiwan foundry revenues to go down in 1Q25 before rebound in 2Q25; mature nodes to face price competition from China, says DIGITIMES
The combined revenue of Taiwan's major wafer foundry houses is anticipated to hit US$27.71 billion in the first quarter of 2025, a sequential decline of 5.8%. However, as AI/HPC chip...
Monday 24 March 2025
SK Hynix to pull M15X fab timeline forward by two months
SK Hynix is reportedly accelerating equipment installation at its M15X fab in Cheongju, South Korea, moving the original timeline forward from December to October in response to surging...
Monday 24 March 2025
Cathay Chemical achieves record profits in 2024 through strategic investments and asset sales
Cathay Chemical Works General Manager Zhicheng Hong stated that in 2024, the company faced significant challenges due to the downturn in China's economy and international geopolitical...
Monday 24 March 2025
Taiwan LED firm Ennostar accelerates auto sector expansion with subsidiary merger
Taiwan-based LED manufacturer Ennostar is ramping up its automotive market strategy through a planned merger of subsidiaries Epistar Corporation and Lextar Electronics by 2025, which...
Monday 24 March 2025
Satellite component maker UMT projects 50% revenue share for LEO components by 2025
Universal Microwave Technology (UMT) is accelerating production capacity to meet surging global demand for low-Earth orbit (LEO) satellite components, with the Taiwan-based manufacturer...