News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Sunday 12 April 2026

China's Hwatsing ships 1,000th CMP system, targets advanced chip manufacturing growth

Hwatsing Technology has emerged as one of China's most prominent domestic suppliers of chemical mechanical planarization (CMP) equipment,...

Sunday 12 April 2026

Pan-International bets on AI servers as automotive demand growth slows in 2Q26

Pan-International, a Foxconn subsidiary specializing in connectors, reported a year-over-year revenue decline in the first quarter of 2026 due to cautious customer sentiment and stagnant...

Sunday 12 April 2026

How long can the AI server ODM boom last as growth begins to slow

Taiwan's AI server ODM and EMS sector continues to deliver exceptional revenue growth in the first quarter of 2026, driven by sustained hyperscaler investment in artificial intelligence...

Sunday 12 April 2026

Why some ASIC design service firms are missing out on the AI boom?

Taiwan's ASIC design service providers delivered sharply divergent results in the first quarter of 2026, underscoring how exposure to artificial intelligence (AI) demand does not translate...

Saturday 11 April 2026

Samsung Electro-Mechanics reportedly strengthens role in Nvidia's Groq 3 LPU supply chain with FC-BGA substrate push

Samsung Electro-Mechanics has reportedly secured a leading position in the supply chain for advanced substrates used in the Groq 3 language processing unit (LPU), a next-generation...

Saturday 11 April 2026

Novatek hits 1Q26 revenue target on SoC, edge AI growth

Taiwanese display driver IC (DDI) leader Novatek Microelectronics reported March 2026 revenue of NT$8.47 billion (approx. US$266.32 million), up 19.9% from February but down 9.6% from...

Saturday 11 April 2026

Innolux, AUO say geopolitical and raw-material shocks are supporting short-term panel demand while clouding 2026 outlook

Rising geopolitical risks and surging raw-material prices are prompting panel makers to accelerate purchasing and adjust their strategies, supporting short-term demand but creating...

Saturday 11 April 2026

Analysis: Taiwan's March supply chain data makes the AI acceleration case better than any earnings call

Taiwan's listed AI hardware companies collectively generated $69.7 billion in March 2026 revenue across 13 supply-chain segments — up 63% year-over-year — offering the...

Saturday 11 April 2026

Analysis: Taiwan's AI supply chain posts strong March revenues, signaling the buildout is still accelerating

Taiwan's listed companies powering the global AI server supply chain delivered exceptional March 2026 revenues across virtually every segment, with TSMC posting its strongest single-month...

Saturday 11 April 2026

Catcher adopts cautious outlook, citing supply chain bottlenecks and cost pressures

Despite revenue growth in March 2026, Catcher Technology is maintaining a prudent outlook for 2026, citing supply chain bottlenecks, cost pressures, and uncertain end-market demand...

Saturday 11 April 2026

Taiwan chip distributors report record quarter on AI boom

Taiwan's two largest semiconductor distributors, WT Microelectronics and WPG Holdings, reported record-breaking quarterly results, underscoring how surging demand for artificial intelligence...

Saturday 11 April 2026

BenQ Materials expands into semiconductor processes, targets advanced nodes

BenQ Materials is expanding into semiconductor materials, with president Ray Liu saying the company has entered CMP cleaning brush rollers...

Friday 10 April 2026

Realtek posts 39% revenue surge as new SerDes demand drives growth

Realtek's stronger-than-expected March and first-quarter 2026 revenues signal important implications for global supply chains and device makers, showing pull-ins in PC shipments and...

Friday 10 April 2026

MAtek sees record March revenue as AI and silicon photonics boost testing demand

MAtek's March revenue surge has implications for global chipmakers and AI infrastructure providers: rising demand for advanced material and failure analysis testing linked to AI chip...

Friday 10 April 2026

GlobalWafers' 12-inch line to run full in 2Q26 as wafer utilization rises

GlobalWafers reported March and first-quarter 2026 revenue that underscores transient operational disruptions with global implications: March consolidated revenue reached NT$5.45 billion...

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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