CONNECT WITH US
NEWS TAGGED DEMAND
Thursday 23 July 2026
Jensen Huang says Nvidia and Wistron are mass-producing AI servers like phones
Nvidia CEO Jensen Huang said the company is working with Wistron to mass-produce GB300 AI servers like phones as AI spreads across industries and demand surges. He made the remarks...
Thursday 23 July 2026
Laser source outsourcing pushes back CPO rollout
While the commercialization timeline for co-packaged optics (CPO) has not accelerated as expected from the AI data center-driven demand for high-speed transmission, industry players...
Thursday 23 July 2026
IQE lifts 2026 outlook as AI data centers accelerate indium phosphide demand

IQE has raised its 2026 revenue outlook as demand for artificial intelligence (AI) infrastructure and data centers continues to strengthen,...

Wednesday 22 July 2026
AI and satellite demand drive quartz components toward lower noise, jitter and higher precision

The rapid growth of AI data traffic is pushing quartz timing components toward three key technical upgrades: lower phase noise, reduced...

Wednesday 22 July 2026
LG Display eyes tandem OLED for smartphones as AI drives demand for power-efficient screens
LG Display plans to expand tandem OLED technology beyond TVs, monitors and automotive displays into smartphones and wearables as on-device artificial intelligence (AI) raises power-efficiency...
Wednesday 22 July 2026
CPO commercialization opens new SiPh packaging race for Taiwan OSATs

Exploding demand for AI server computing power is pushing data-center architectures to upgrade at a faster pace, and the traditional...

Wednesday 22 July 2026
Intel cuts data center jobs again despite rising AI server demand

Intel has confirmed a fresh round of job cuts in its Data Center Group (DCG), although it did not disclose the number of positions...

Wednesday 22 July 2026
Commentary: Gulf state's Sovereign Wealth Fund pours into ASEAN, eyeing stake in AI infrastructure supply chains

ASEAN's AI boom is taking on a dual role as both a "no-man's land" and an international hub from Singapore's perspective, while investors...

Wednesday 22 July 2026
LG Display returns to 1H profit for first time since 2021, but component-cost inflation clouds 2H

LG Display said its core business turned profitable in the first half of fiscal 2026 for the first time in five years, even as a large...

Wednesday 22 July 2026
SpaceX's first post-IPO earnings report puts Taiwan's LEO satellite supply chain in focus
SpaceX is scheduled to release its second-quarter financial results after US markets close on August 4, marking the company's first earnings report since its public listing in June...
Wednesday 22 July 2026
Wistron opens first US mass-production plant; Jensen Huang says more factories needed as Nvidia capacity doubles
Wistron officially opened its Dallas, Texas plant on July 21, becoming the company's first mass-production facility in the US and the first US mass-production plant among Nvidia's...
Wednesday 22 July 2026
TSMC raises 2027 chip prices, giving Intel fresh pricing room

TSMC's planned 2027 wafer price increases are reinforcing confidence that AI chip demand remains strong while prompting fresh discussion...

Wednesday 22 July 2026
Memory price surge may soften 2026 smartphone shipment declines

Rising memory prices and higher costs for other key upstream components are forcing smartphone brands to reduce mid- and low-end models...

Wednesday 22 July 2026
Kimi K3 sparks new 'DeepSeek moment,' reshaping AI's winners and losers
Chinese artificial intelligence (AI) startup Moonshot AI launched its next-generation Kimi K3 model on July 17, delivering performance comparable with leading models from OpenAI and...
Wednesday 22 July 2026
Taiwan tariff uncertainty slows US car sales and opens a window for local brands
Rumors of a possible zero-tariff deal for US-made cars in Taiwan have kept buyers and dealers in wait-and-see mode for months, with pricing and sales plans for imported vehicles still...