News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Sunday 19 October 2025

JVs reclaim ground in China's auto market as local EV makers falter

China's electric vehicle (EV) market, once a symbol of the country's technological ascendancy, is now grappling with a harsh correction. Excess production capacity is pushing automakers...

Friday 17 October 2025

Samsung reportedly abandons Galaxy S26 Edge after S25 and iPhone Air underperform

Faced with underwhelming demand for ultra-thin smartphones such as the Galaxy S25 Edge and Apple's iPhone Air, Samsung Electronics has reportedly canceled the development of its planned...

Friday 17 October 2025

AI, HPC, memory, and new devices drive Taiwan PCB makers to peak season growth

As the generative AI (GenAI) boom becomes a central focus in tech development, high-performance computing (HPC) opportunities continue to expand, recently causing supply-demand gaps...

Friday 17 October 2025

Airoha leverages MediaTek Wi-Fi chips to diversify into global telecom market

Airoha Technology has continued to secure new collaboration opportunities in the international telecom market in 2025, with some of its previously developed markets now entering mass...

Friday 17 October 2025

Taiwan suppliers pivot to Micron amid TSMC Kumamoto delays

TSMC's ambitious plan for a second wafer fab in Kumamoto, Japan, is facing significant delays, leaving a cluster of Taiwanese suppliers in limbo and forcing them to seek alternative...

Friday 17 October 2025

Demand surge for AI and AR smart glasses in China accelerates microLED adoption despite challenges

The rapidly growing demand for AI and augmented reality (AR) smart glasses in China has sparked a tenfold increase in sales during the first half of 2025, significantly accelerating...

Friday 17 October 2025

Taiwan PCB makers seize semiconductor opportunity amid load board shortage

As the AI boom drives demand for advanced packaging, chip testing at the backend is facing challenges in temperature, frequency, and speed. In response, the testing interface industry...

Friday 17 October 2025

Memory chip prices signal onset of a new supercycle

Samsung Electronics' preliminary results for the third quarter of 2025 have reignited optimism across the global memory market. The results, together with strong performances anticipated...

Friday 17 October 2025

TSMC deepens US footprint with advanced packaging expansion, eyes AI growth

TSMC will build two advanced packaging plants in Arizona, part of a sweeping expansion to support soaring demand for AI chips and solidify...

Friday 17 October 2025

Audix sales driven by AI, EV, and medical growth in 3Q25

Electronic components distributor Audix has demonstrated operational resilience with steady revenue growth in the third quarter of 2025, when gross margin surged past 30% to reach...

Friday 17 October 2025

AI expansion pushes HBM market towards $100 billion by 2028

As the AI ecosystem continues to expand, South Korean securities analysts predict the semiconductor industry's upward cycle will extend at least until after 2028. Samsung Electronics...

Friday 17 October 2025

Vivo bets on dual AI strategy with new global phone launch

Vivo unveiled its new flagship X300 series of smartphones this week, followed by the introduction of its new OriginOS 6 operating system,...

Thursday 16 October 2025

TSMC's gross margin hits 60% in 4Q25 as N2 process set for rapid growth in 2026

TSMC delivered a robust forecast on October 16, projecting its gross margin would climb back to 60% in the fourth quarter and raising its full-year revenue outlook. During an earnings...

Thursday 16 October 2025

TSMC tells clients to order early as downstream demand signals remain strong

As demand for artificial intelligence (AI) continues to surge through 2025 and non-AI end markets show mild recovery, TSMC chairman C.C...

Thursday 16 October 2025

TSMC 3Q25 earnings hit a record high with gross margin near 60%

Fueled by surging artificial intelligence (AI) demand and a wave of new smartphone launches, TSMC operated its 5nm and 3nm chip production lines at full capacity during the third...

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