CONNECT WITH US
NEWS TAGGED DEMAND
Monday 13 October 2025
India roundup: AI firms accelerate R&D expansion in India
Anthropic and Graphcore plan to tap Indian talents and huge market potential by expanding local presence as Nvidia and OpenAI have shown interest in the country.
Saturday 11 October 2025
Nemstek targets semiconductor market growth with listing planned for November
Nemstek, a leading plasma equipment manufacturer, has intensified its focus on semiconductor, ABF substrate, PCB, and new energy environmental applications in recent years, steadily...
Thursday 9 October 2025
TSMC's 3Q25 revenue surpasses high forecast as AI drives advanced process demand
TSMC reported consolidated revenue of NT$330.98 billion (US$10.8 billion) in September 2025, a slight 1.4% decrease from August but a 31.4% increase year-over-year, marking a record...
Thursday 9 October 2025
Semicon West relocation doubles attendance as US chip investment surges
The annual SEMICON West relocated for the first time to Phoenix in 2025, the new hub of US chip manufacturing. Compared to previous years, the event saw a 45% increase in exhibitors,...
Thursday 9 October 2025
AI surge drives new era in sealed, corrosion-resistant connector design
The global AI boom is fueling demand for high-performance servers, pushing liquid cooling to the forefront of data center architecture to handle GPU power and density. Research firms...
Thursday 9 October 2025
GSEO September revenue rises on seasonal demand; 4Q25 hinges on new device sales
Taiwan-based lens manufacturer Genius Electronic Optical (GSEO) reported a consolidated revenue of NT$2.66 billion (approx. US$86.98 million) in September 2025, down NT$42.53 million...
Thursday 9 October 2025
Memory module makers halt consumer DRAM price quoting during China's National Day holiday
The ongoing DRAM shortage is intensifying as memory module manufacturers suspend consumer DRAM price quotes during China's National Day holiday, signaling a sharp rise in spot market...
Thursday 9 October 2025
Parallel development key to meet surging AI packaging demand, says TSMC Advanced Packaging Division VP
SEMICON West 2025 was held for the first time in Phoenix, Arizona, with a significant increase in the number of CEO Summits and various forums compared to previous years, with one...
Thursday 9 October 2025
Hushan and Tong Yang see revenue rise as global AM car parts demand stays strong
The global automotive aftermarket (AM) parts sector continues to benefit from shifting vehicle usage patterns, even as overall car market demand remains volatile, and this has benefited...
Thursday 9 October 2025
HPE sees rising AI demand in Taiwan and Hong Kong, targets enterprise support with Juniper acquisition
Hewlett Packard Enterprise (HPE) is intensifying its focus on artificial intelligence (AI) adoption in Taiwan and Hong Kong amid increasing demand across multiple sectors, particularly...
Thursday 9 October 2025
Taiwan's ODMs report strong revenue growth fueled by AI server demand in 3Q25
Taiwan's leading ODMs have posted significant revenue and shipment growth in September and the third quarter of 2025, driven primarily by robust demand for AI servers. Companies including...
Thursday 9 October 2025
Taiwan's drone maker eyes DJI throne as US$1.6 billion military contract looms
Sun Yad Group's subsidiary, Myson Century, is positioning itself as a rising star in the drone industry with its vertically integrated approach—from IC design to full drone...
Thursday 9 October 2025
GenAI's great divide: Consumers embrace while enterprises retreat
The global market shows a split enthusiasm for generative AI—enterprises are slowing investments amid underwhelming results, while consumer demand is surging and spawning new...
Thursday 9 October 2025
AI arms race fuels memory chip demand, DRAM bull market begins
Niche and standard DRAM prices are rising sharply; ADATA, Apacer, Elite Semiconductor Microelectronics Technology (ESMT), and several other companies all posted record highs in revenue...
Thursday 9 October 2025
Anthropic expands operations to India, setting up Bengaluru office in 2026
Anthropic announced plans to expand its global presence by opening an office in Bengaluru, India, in early 2026. The site will be the company's second in the Asia-Pacific region after...