News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Tuesday 12 May 2026

Taiwan AI server sales show gains spreading beyond TSMC

Taiwan's AI server supply chain delivered another month of strong April sales, with growth extending from TSMC's chipmaking base to...

Tuesday 12 May 2026

Fitipower eyes 2Q26 growth on OLED DDI ramp

Fitipower said revenue grew quarter-over-quarter in the first quarter of 2026, driven by electronic shelf labels (ESL), EPD, and other chip products such as T-Con, and the Taiwan DDI...

Tuesday 12 May 2026

VSO Electronics pins growth on AI cable demand and in-house leak-detection line for late 2026

VSO Electronics said at its annual shareholders meeting on May 12 that it approved its 2025 financial statements and will pay a cash dividend of NT$2.5 per share. Executives reported...

Tuesday 12 May 2026

Taiwan thermal firms ride AI server boom, AVC and Auras lead 2026 surge

Taiwan's thermal management sector continued to diverge sharply in early 2026, with AI server demand increasingly separating high-growth...

Tuesday 12 May 2026

Taiwan AI testing boom lifts KYEC, MPI, and WinWay to record 2026 revenue

Taiwan's semiconductor testing and probe card supply chain maintained solid momentum entering 2026, driven by continued AI accelerator, high-performance computing (HPC), and advanced...

Tuesday 12 May 2026

Viking AI revenue jumps to 12% as resistor lead times stretch to 15 weeks

Viking, a major maker of automotive thin-film resistors, said AI-related revenue rose quickly to 12% in the first quarter of 2026 from less than 5%, helped by stronger shipments for...

Tuesday 12 May 2026

Taipower new president focuses on AI power demand, grid resilience

Taiwan Power Company (Taipower) is entering a new wave of generation system installations at its Tunghsiao, Talin, and Hsinta Phase II plants. New president Kuo Tien-Ho, who took office...

Tuesday 12 May 2026

Altos targets South Korean AI server market with software edge

Altos Computing, Acer's AI server subsidiary, is targeting South Korea's relatively mature demand for high-end computing with flagship systems based on Nvidia Blackwell architecture...

Tuesday 12 May 2026

Univacco posts record first-quarter revenue as North American demand strengthens

Univacco Technology reported that consolidated revenue for the first quarter of 2026 reached NT$774 million, up 3.9% year-over-year and a record for the period, driven by steady growth...

Tuesday 12 May 2026

AcBel Polytech teams with OmniOn and Kinpo Group to target AI power-supply market

AcBel Polytech reported record first-quarter consolidated revenue in 2026, driven by rising demand for enterprise and data-center power, but flagged muted near-term profit performance...

Tuesday 12 May 2026

Taiwan EV charging rollout slows as grid and soil issues delay new sites

Rising international oil prices driven by conflict in the Middle East could further support electric vehicle sales in 2026 and boost demand for charging stations, according to charging...

Tuesday 12 May 2026

WPG Holdings, WT Microelectronics see record April revenue on strong AI server demand

Leading IC distributors WPG Holdings and WT Microelectronics posted double-digit growth in both monthly and cumulative revenue for January to April 2026, driven by demand for data...

Tuesday 12 May 2026

China NEV retail penetration tops 60% in April as oil prices dent gasoline car demand

China's retail penetration rate for new-energy vehicles, including battery electric vehicles and plug-in hybrids, reached 61.4% in April, the highest on record and the first time it...

Tuesday 12 May 2026

Nvidia's modular AI strategy fuels Delta Electronics supplier boom

AI infrastructure demand is reshaping the electronics manufacturing sector, pushing component makers to move up the value chain into module...

Tuesday 12 May 2026

Arm's AGI CPU demand surges as supply constraints loom

Arm is preparing to expand beyond its traditional IP licensing business by introducing data center CPUs, positioning itself to compete directly with some of its own customers, including...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook