News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Monday 1 December 2025

ACME shifts SiC R&D to AI and defense as auto market slowly recovers

Silicon carbide (SiC) demand has been weighed down by a sluggish automotive market, but ACME recently observed signs of market reversal and expects the auto sector to gradually recover...

Monday 1 December 2025

Nvidia and Apple compete for TSMC capacity, targeting A16 and A14 nodes

Driven by strong AI demand, TSMC continues to expand its advanced process capacity. To meet long-term needs from customers like Nvidia, TSMC is not only ramping up 3nm production...

Monday 1 December 2025

Jensen Huang visits Taiwan and refutes ODM capacity concerns

Nvidia CEO Jensen Huang has recently been on the move, drawing significant attention. Aside from visiting TSMC founder Morris Chang and Quanta chairman Barry Lam during his Thanksgiving...

Saturday 29 November 2025

Tech giants lead energy self-sufficiency push

As AI computing power surges exponentially, electricity has become a critical strategic resource for the tech industry. With traditional power supply models struggling to meet the...

Saturday 29 November 2025

Taiwan's TCC accelerates expansion abroad as the Chinese market stumbles

China's industrial overcapacity and a prolonged real estate slump continue to weigh on cement demand across both sides of the Taiwan...

Saturday 29 November 2025

Taiwan left out of supercapacitors while AI server capacitor boom builds

As the surge in AI compute drives a shift in data-center power design, backup battery units (BBUs) have secured adoption from at least three cloud service providers, boosting their...

Saturday 29 November 2025

Taiwan optics firms shift to AR glasses as China cuts costs

Taiwan's optical component makers are stepping up spending on augmented reality glasses to capture rising demand worldwide, while Chinese competitors accelerate development of cheaper,...

Friday 28 November 2025

Google's TPU shakes up ASIC market, challenging Nvidia's lead

Google's push to expand its Tensor Processing Unit platform is drawing renewed attention across the AI chip sector, prompting debate over whether the company intends to challenge...

Friday 28 November 2025

Daikin targets AI cooling boom with plan to triple North America revenue

Daikin Industries said at a 27 November briefing in Osaka that soaring server-cooling demand from the rapid uptake of generative AI has led the company to target over JPY300 billion...

Friday 28 November 2025

Samsung Display cautious on OLEDoS ramp as yields stay low

Samsung Display has started producing OLED on Silicon panels for extended-reality devices, but the company is holding back on mass production as low yields and a still-nascent XR...

Friday 28 November 2025

Apple's IT demand lifts global OLED material spending 6.2% in 3Q25

Global OLED panel makers ramped up emissive-material purchases in the third quarter of 2025, largely fueled by stronger sales of Apple's iPhone and iPad lines.

Friday 28 November 2025

Topco Scientific eyes strong 2026 growth in photoresist and silicon wafers

Topco Scientific (TSC) expects semiconductor material demand to remain robust through 2026, driven by AI-led advanced process capacity utilization and strong memory market momentum...

Friday 28 November 2025

Teinco expands green energy trading, US operations, steady through Taiwan solar industry overhaul

Amid rising global demand for green energy and geopolitical supply chain shifts, solar engineering, procurement, and construction (EPC) firm Teinco Technology is harnessing its expertise...

Friday 28 November 2025

Hotai Motor sticks to 2025 sales target as hybrid demand lifts market share

Hotai Motor, the Taiwanese distributor of Toyota, Lexus, and Hino vehicles, expressed confidence in achieving its 2025 sales target of...

Friday 28 November 2025

Commentary: Taiwan's IC design edge in ASIC development

Taiwan's IC design sector has rapidly expanded in the application-specific integrated circuit (ASIC) market, driven by growing demand for AI applications. MediaTek has entered Google's...

1/165 pages