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    NEWS TAGGED DEMAND
    Monday 23 June 2025
    NAND flash prices to stay high in 2H25 with substrate shortage to hit soon, says Phison CEO

    Strong demand in the memory market is expected to keep NAND Flash prices at elevated levels in the second half of 2025, according to...

    Monday 23 June 2025
    Adata order visibility extends to September thanks to strong DRAM demand and long-term orders
    DDR4 demand has recently surged, with memory module manufacturer Adata overwhelmed by orders. The company's current order visibility has extended through September, as customers are...
    Monday 23 June 2025
    JPP scales up production to satisfy rising AI server demand
    JPP Holding is benefiting from sustained AI server demand, fueling growth in its server cabinet manufacturing operations. Both its AI server and aerospace divisions are gaining traction,...
    Monday 23 June 2025
    Jarllytec expects moderate growth in 2025, looks forward to new products in 2026
    Hinge manufacturer Jarllytec expects its notebook business will benefit from new Chinese foldable laptop models in the second half of 2025, with its exclusive supply of the high-priced...
    Saturday 21 June 2025
    DDR4 prices spike as Nanya sells out 3Q25 output, supply chains brace for 4Q25 crunch
    A global surge in demand for DDR4 memory chips is driving prices sharply higher as major DRAM manufacturers reduce legacy production and supply chain constraints push third-quarter...
    Saturday 21 June 2025
    Techman robot sees growth amid US manufacturing shift
    Techman Robot expects significant growth as the Trump administration's push for domestic manufacturing drives global electronics companies to relocate operations to the US, boosting...
    Saturday 21 June 2025
    GSEO signals cautious optimism under global trade uncertainty
    GSEO, a key supplier of camera lenses for Apple's iPhone, addressed shareholders on June 17, 2025, with President Jones Chen and General Manager Lee Kuo offering a guarded yet forward-looking...
    Saturday 21 June 2025
    Nidec's Takisawa taps China's robot boom with precision tool push
    Takisawa Machine Tool, a subsidiary of Japan's Nidec Corp., is leveraging its parent company's extensive sales networks and industrial connections to expand its presence in China's...
    Saturday 21 June 2025
    Sigurd lifts capex by 75% to chase AI smartphone boom, BIS-driven test orders

    Riding a wave of demand driven by AI smartphones, servers, ASICs, optical transceivers, and networking gear, Taiwan-based IC testing...

    Friday 20 June 2025
    AI boom pushes Wistron to rapidly scale up server production
    The demand for AI remains robust, and visibility is high. Wistron President and CEO Jeff Lin noted that most customers are placing rolling 12-month orders, and current demand is expected...
    Friday 20 June 2025
    China to inject US$19 billion in consumer subsidies as trade-in policy expands
    In a continued push to stimulate domestic demand, China is set to release an additional CNY138 billion (approx. US$19 billion) in the second half of 2025 to fund subsidies for its...
    Friday 20 June 2025
    SK Hynix widens lead over Samsung as HBM race accelerates
    South Korea's top chipmakers, SK Hynix and Samsung Electronics, are heading into 2025 with dramatically diverging fortunes, as the global race for AI-driven memory dominance accelerates...
    Friday 20 June 2025
    Soaring AI electricity demand challenges South Korea's energy policy
    The rapid growth of the global generative AI industry has sharply increased electricity demand, straining national power grids and energy security worldwide. South Korea faces particular...
    Friday 20 June 2025
    Auto market headwinds offset by AI servers; FHt expands production to capitalize on ASIC growth
    Niche PCB manufacturer FHt held its annual shareholders meeting, where general manager Taylor Lee highlighted the strong demand for AI server orders from the ASIC sector in 2025....
    Friday 20 June 2025
    Unimicron bets on AI boom as substrate demand set to surge

    Unimicron, a leading manufacturer of IC substrates, is gearing up for the strong rebound in 2025, driven by surging demand for high-end...

    34/148 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