News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Monday 16 March 2026

Micron completes acquisition of PSMC's Tongluo P5 site in Taiwan

Micron Technology said it has completed the acquisition and assumed ownership of Powerchip Semiconductor Manufacturing Corporation's P5 site in Tongluo, Miaoli County, Taiwan, under...

Monday 16 March 2026

Foxconn's investor briefing could signal major shifts in AI server supply, capacity and data center infrastructure

Foxconn will hold an online investor conference on March 16, with market attention focused on the progress of AI server orders, capacity adjustments, and new business developments...

Monday 16 March 2026

AI server tracker: AI server boom drives demand for PCB, CCL and interconnect suppliers

Spending by hyperscale cloud service providers (CSPs) is fueling expansion across the AI server supply chain, with demand spreading beyond processors and server assembly into board-level...

Monday 16 March 2026

Taiwan keyboard and camera module maker Chicony turns to Edge AI vision to counter weaker PC demand

Despite geopolitical tensions and component shortages weighing on the global economy, Chicony Electronics maintained solid profitability in 2025 by upgrading its product mix, delivering...

Monday 16 March 2026

AI server supply chain tracker: AI infrastructure demand lifts Taiwan foundry and ODM/EMS revenues despite seasonal dip

Taiwan's major semiconductor and server supply chain companies posted mixed February 2026 revenue results, with continued strength in artificial intelligence (AI) infrastructure demand...

Monday 16 March 2026

Global PMX shifts revenue mix toward semiconductor and medical businesses, projecting stronger profits in 2026

Global PMX released a positive outlook, identifying semiconductor- and AI-server-related businesses as its main future growth drivers, while signaling a gradual decline in its formerly...

Sunday 15 March 2026

PCB supply chains feel the heat of Middle East

The Middle East conflict is scorching more than just the region. Disrupted shipping lanes and tightening energy supplies are driving up costs across the printed circuit board (PCB)...

Sunday 15 March 2026

Zhen Ding sees AI products near 70% of revenue, sets NT$100 billion capex for 2 years

Printed circuit board (PCB) giant Zhen Ding Technology recently held an earnings call where company chairman Charles Shen noted that customer demand across artificial intelligence...

Sunday 15 March 2026

Niching sees AI-driven thermal products lift early 2026 revenue despite Lunar New Year slowdown

Semiconductor packaging and testing material supplier Niching Industrial Corp. reported NT$200 million (approx. US$6.29 million) in revenue for January and February 2026, a year-over-year...

Saturday 14 March 2026

AI server boom lifts WPG Holdings to record February revenue

Driven by surging AI computing and server demand, IC distributor WPG Holdings reported February 2026 revenue of NT$79.68 billion (approx...

Saturday 14 March 2026

E Ink sees record revenue, profit in 2026 as e-paper demand grows

Demand for e-paper displays remains strong, with E Ink Holdings expecting both revenue and profit to reach new highs in 2026, according...

Saturday 14 March 2026

TsangYow accelerates NEV and semiconductor equipment expansion with SEA capacity

Transmission system manufacturer TsangYow has been steadily advancing its presence in high-value sectors such as electric buses, new energy vehicles (NEVs), and semiconductor equipment...

Saturday 14 March 2026

Wah Lee sees record revenue in 1H26 driven by AI server orders, CCL substrate growth

Semiconductor materials and equipment supplier Wah Lee Industrial reported record-high cumulative revenue for the first two months of 2026, fueled by strong demand for artificial intelligence...

Saturday 14 March 2026

Browave eyes 10x monthly CPO capacity surge by 2027 amid AI data center demand

Optical communication firm Browave announced that its co-packaged optics (CPO) production will enter a critical mass-production phase in the second half 2026, with monthly capacity...

Saturday 14 March 2026

Southern Taiwan Science Park revenue nears NT$3 trillion in 2025

The Southern Taiwan Science Park (STSP) reported revenue of NT$2.97 trillion (US$93.5 billion) in 2025, up 34.26% from 2024, benefiting from the AI wave and strong demand for advanced...

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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