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NEWS TAGGED DEMAND
Friday 2 May 2025
Is the early pull-in effect ending? Taiwan electronics industry outlook downgraded to green light
Supermicro announced this week a downward revision of its revenue and profit forecasts. The question remains whether this is due to disruptive innovation driven by DeepSeek or if the...
Friday 2 May 2025
AI boom driving global energy demand as data centers set to double consumption by 2030
The artificial intelligence (AI) boom is fueling a significant increase in global energy demand, with data center electricity consumption expected to double by 2030, according to Delta...
Friday 2 May 2025
Non-AI cloud workloads power Microsoft's 3Q25 Azure overperformance
Microsoft's fiscal year 2025 third-quarter earnings call revealed a company operating at full throttle in the age of AI, driven by skyrocketing demand for AI infrastructure and cloud...
Friday 2 May 2025
Samsung chip earnings nosedive 62%: HBM edge ceded to SK Hynix?
Samsung Electronics beat expectations in the first quarter of 2025, posting revenue of KRW79.1 trillion (US$55 billion) and operating profit of KRW6.7 trillion. However, its Device...
Friday 2 May 2025
MediaTek confident in long-term growth potential amid tariff uncertainties
MediaTek CEO Rick Tsai has delivered a strong message to stabilize the market amidst recent tariff-induced volatility. He stated that there have been no significant order adjustments,...
Friday 2 May 2025
Intel and UMC unite on 12nm to boost US chip supply

At Intel's Foundry Direct Connect 2025 event, United Microelectronics Corporation (UMC) and Intel executives shared the stage for the...

Thursday 1 May 2025
Flex debuts high-powered liquid cooling system for AI-driven data centers

As soaring demand from AI and high-density computing workloads strains the limits of conventional data center cooling systems, Flex has...

Wednesday 30 April 2025
Smartphone strength cushions Samsung's 1Q25 chip slump
Samsung Electronics reported its financial results for the first quarter of 2025, revealing revenue of KRW79.1 trillion (US$55.4 billion) and an operating profit of KRW6.7 trillion...
Wednesday 30 April 2025
China's GalaxyCore rides high-pixel boom to triple profit, targets AI glasses, automotive vision next

GalaxyCore Inc. reported its 2024 earnings on April 28, posting annual revenue of CNY6.383 billion (approx. US$875 million), a 35.9%...

Wednesday 30 April 2025
Strong growth in GAA demand, too early to assess tariff impact, says ASM
Dutch semiconductor manufacturing equipment maker ASM released its latest financial report, expressing optimism that sales related to gate-all-around (GAA) technology will see robust...
Wednesday 30 April 2025
STT GDC discusses three major challenges for the colocation industry in the AI era
Singapore's STT GDC, a colocation provider under ST Telemedia and backed by Temasek Holdings, is navigating significant changes as AI servers transform the market landscape.
Tuesday 29 April 2025
Flex bolsters US manufacturing to power data center boom
Flex has ramped up its US manufacturing capacity to address the escalating demand for data center power solutions, driven by the AI boom. The company announced a significant expansion...
Tuesday 29 April 2025
Google sees cloud demand surpass capacity, AI now powers over 30% of code development
Despite recent reports suggesting a slowdown in US data center expansion, Alphabet, Google's parent company, has reaffirmed the strength of its cloud business. The company emphasized...
Tuesday 29 April 2025
China launches 5 new nuclear power projects to meet surging AI energy demand
As China's homegrown AI models, such as DeepSeek, expand into manufacturing, healthcare, education, and infrastructure, particularly power supply, has become crucial for sustaining...
Tuesday 29 April 2025
Amkor sees no major tariff-driven pull-ins; new Apple SiP socket order may lift outlook
Amkor Technology reported falling net sales for the first quarter, driven by weakness in its communications and automotive sectors. The company said its expansion plans in Arizona...