News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Thursday 22 January 2026

GlobalWafers chair sees Taiwan's semiconductor edge, says AI is irreversible

On January 21, 2026, GlobalWafers chairwoman Doris Hsu spoke to the media about the recent US-Taiwan tariff agreement, which lowers Taiwan's reciprocal tariffs to 15% without stacking...

Thursday 22 January 2026

GlobalWafers eyes quarterly revenue growth in 2026; chair sees better market than last year

GlobalWafers chairman Doris Hsu told the media on January 21, 2026, that the company's global expansion plans are starting to pay off, with subsidiaries in Niigata and Utsunomiya,...

Thursday 22 January 2026

Chinese AI chipmakers face mixed reactions to Nvidia H200 block

The US has confirmed that under a new set of stringent regulations, Nvidia's H200 is permitted to be exported to the Chinese market, and Chinese customers have expressed strong demand...

Thursday 22 January 2026

EMS watch: Celestica and Flex double down on platform-led data center builds; Sanmina and Jabil expand through M&A and diversified portfolios

Electronics manufacturing services (EMS) providers are sharpening their competitive positions around AI-era infrastructure, shifting attention from cyclical end markets to longer-cycle...

Thursday 22 January 2026

PSMC to upgrade DRAM processes as demand strengthens

Following its announcement to sell the Tongluo fab to Micron Technology, Powerchip Semiconductor Manufacturing (PSMC) provided an update...

Thursday 22 January 2026

EMS watch: Taiwanese EMS/ODMs dominate global rankings as 2025 revenue set to surge, DIGITIMES estimates

Taiwanese electronics manufacturing services (EMS) and original design manufacturing (ODM) companies continue to dominate the global industry, with combined revenues of the world's...

Thursday 22 January 2026

SAS chair warns challenges ahead for Taiwan-US industries, unveils new wafer and green energy strategy

Sino-American Silicon Products (SAS) chairwoman Doris Hsu emphasized power supply issues affecting Taiwan-US industry expansion, including Taiwan's green energy shortages and US AI...

Thursday 22 January 2026

Cloud ASIC shipments set to surge in 2026; memory capacity remains key risk

2026 is shaping up as a breakout year for cloud application-specific integrated circuit (ASIC) shipments. Not only has Broadcom secured mass production projects with multiple major...

Thursday 22 January 2026

EMS watch: The year AI servers broke the EMS rankings

The global electronics manufacturing services (EMS) and original design manufacturing (ODM) sector posted significant revenue growth in 2025, fueled primarily by expanding generative...

Thursday 22 January 2026

Nanya expects memory shortage through 1H27 amid surging demand

Strong memory demand propelled Nanya's profits to soar in the fourth quarter of 2025, with president Pei-Ing Lee highlighting sustained AI and general server needs driving a robust...

Thursday 22 January 2026

Tripod Technology targets over NT$5B in 2026 capex for Vietnam, China expansion

PCB maker Tripod Technology said full-year 2025 revenue reached a record high, and it expects stable momentum heading into 2026 despite...

Thursday 22 January 2026

BTL capitalizes on AI server testing capacity shortage

To strengthen computing power reserves, the capexs of the four major cloud service providers (CSPs) are expected to remain strong in 2026 and support industry development. These investments...

Thursday 22 January 2026

MOSS Introduces an AI-Assisted DAW Built to Support Human Creativity

MOSS is an AI-assisted digital audio workstation designed to make professional-quality music production more accessible - without replacing the artist.

Wednesday 21 January 2026

Research Insight: High-end fiberglass cloth supply tightens as server demand spotlights Nittobo

As next-generation AI server platforms enter volume deployment, supply chain constraints are extending beyond high-bandwidth memory (HBM)...

Wednesday 21 January 2026

TSMC capacity crunch signals opportunity for Samsung's advanced nodes

The explosive demand for AI chips has created a rare production bottleneck for TSMC's advanced 3nm process, with capacity fully booked...

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