News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Tuesday 28 April 2026

Samsung fast-tracks Pyeongtaek fabs to turn HBM4 edge into AI memory scale

Samsung is accelerating one of its most aggressive memory capacity buildouts in years, aiming to bring its Pyeongtaek Line 4 fab, or P4,...

Tuesday 28 April 2026

Nvidia says GPU allocation follows first-come, first-served principle, not highest bidder

Nvidia CEO Jensen Huang clarified in an April 2026 interview with Silicon Valley podcast host Dwarkesh Patel that the company allocates GPUs based on a first-come, first-served principle...

Tuesday 28 April 2026

Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek

Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined,...

Tuesday 28 April 2026

Emerging supplier targets low-earth orbit satellite market with cryogenic high-frequency cables

An electronics components firm, U-leam, founded in September 2022, said it is targeting the low-earth orbit satellite market by supplying high-frequency connectors, cable assemblies,...

Tuesday 28 April 2026

Cadence signals strong start to 2026 as AI drives growth across EDA and IP

Cadence Design Systems reported a robust first quarter for 2026, underscoring how accelerating demand for AI is reshaping semiconductor...

Tuesday 28 April 2026

Taiwan payment firm targets small merchants to push non-cash transactions past NT$10 trillion

Systex Fintech said it will focus on onboarding small merchants who currently transact in cash to help drive the island's non-cash transaction value from NT$6 trillion in 2023 toward...

Tuesday 28 April 2026

Strong demand and advanced packaging execution drive Amkor's upbeat quarter

Amkor Technology reported a strong start to 2026, with management attributing the performance to robust demand across multiple end markets and continued execution in advanced packa...

Tuesday 28 April 2026

AI-driven demand and record backlog fuel Cadence's strong start to 2026

Cadence Design Systems reported a solid first quarter for 2026, with growth driven by accelerating AI demand and sustained customer investment in chip and system design tools.

Tuesday 28 April 2026

Why the AI boom still runs through Taiwan — and why that won't change

As trade tensions simmer and geopolitical flashpoints multiply, Taiwan's technology sector is holding firm. Anchored by surging AI infrastructure demand and a pivotal shift in how...

Tuesday 28 April 2026

AI chip testing complexity lifts probe card and upstream supply chain demand

As AI chips move to advanced process nodes and packaging technologies, semiconductor testing requirements are becoming significantly more complex.

Tuesday 28 April 2026

GrandTech drives growth with AI cloud and 3D printing for drone market

GrandTech Chairman Frankie Hsu highlighted the company's successful transformation from a software agency to a dual-engine growth model, powered by its investment in GrandTech Cloud...

Tuesday 28 April 2026

AI lifts memory: SK Hynix hits 72% margin as Samsung nears 70%

SK Hynix reported record results for the first quarter of 2026, with operating margin reaching about 72% — among the highest globally — as artificial intelligence (AI)-driven...

Tuesday 28 April 2026

Moore Threads hits first profit, AI compute orders drive growth

China's domestic GPU developer Moore Threads is shifting from heavy R&D spending to early monetisation, delivering triple-digit revenue growth in 2025 and its first quarterly profit...

Tuesday 28 April 2026

LG Display posts strongest 1Q26 profit in five years, signals end to job cuts

LG Display reported its strongest first-quarter operating profit in half a decade and signaled an end to years of workforce restructuring,...

Monday 27 April 2026

DIGITIMES: Enterprise AI shifts toward inference as computing architectures undergo structural realignment

As enterprise adoption of generative AI accelerates, a new phase of infrastructure demand is beginning to take shape. According to...

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