News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Thursday 27 November 2025

Walmart's electronic shelf label rollout to end by 2026, but E Ink sees no sign of demand slowdown

Despite concerns over growth momentum in the electronic shelf label (ESL) market as Walmart's installation project is slated to finish by 2026, E Ink Holdings remains confident about...

Thursday 27 November 2025

Data Image enters drone market with new Taoyuan production line

Data Image, Qisda Group's display subsidiary, is moving into the drone market and is preparing a new production line in Taoyuan to support...

Thursday 27 November 2025

Taiwan and US companies advance AI, rejecting bubble concerns

Former Minister of Economic Affairs (MOEA) Mei-Hua Wang said at a forum that demand for AI computing power is skyrocketing, and semiconductor demand shows no sign of slowing. Whether...

Thursday 27 November 2025

Contrel eyes 30% semiconductor revenue share by 2026 with PLP, microLED, and TGV

Responding to growing demand in AI and high-performance computing (HPC), Contrel's advanced packaging business is set to expand its revenue share significantly by 2026. Director Tsan-Jen...

Thursday 27 November 2025

China's tech giants 'BAT' invest billions to debunk AI bubble claims

China's leading tech giants, Baidu, Alibaba, and Tencent, known collectively as "BAT", have committed massive capital expenditures totaling hundreds of billions of CNY to expand AI...

Thursday 27 November 2025

Inventec gains from Google TPU drive as cloud firms seek Nvidia alternatives

Google's renewed focus on custom Tensor Processing Units (TPUs) for artificial intelligence is driving up demand for its server hardware, giving Taiwan's Inventec new momentum and...

Thursday 27 November 2025

TSMC's retired tools spark fierce demand in China, ASEAN

TSMC's plan to reactivate its 6-inch and 8-inch fabs at Hsinchu Science Park has drawn strong attention from the semiconductor supply chain, according to industry sources. Although...

Thursday 27 November 2025

Foxconn aims to double Vietnam revenue as AI server demand surges

Foxconn Industrial Internet (FII) plans to double its revenue in Vietnam to US$20 billion in 2026, driven largely by surging demand for AI server systems and components purchased...

Thursday 27 November 2025

Fusion Worldwide: The Three Resources That Actually Gate AI Progress Right Now

From TSMC to SK hynix, every Q3 2025 earnings call delivered the same sobering message, the AI build-out is being throttled by three physical choke points that no amount...

Thursday 27 November 2025

Alibaba sees no AI bubble in 3 years, may boost capital spending

Alibaba reported strong cloud revenue growth for the quarter ending September 30, 2025, with CNY39.8 billion (approx. US$5.6 billion) in sales, up 34% year-over-year, and external...

Thursday 27 November 2025

Taiwanese firms expand 5G glass fiber capacity to challenge Japan's dominance

The surge in global AI infrastructure demand is driving major upgrades in PCB material specifications, but it has also exposed supply shortages of critical upstream materials such...

Wednesday 26 November 2025

Global wafer foundry industry, 2026 and beyond

Introduction

Wednesday 26 November 2025

D-Link turns profitable with 9.3% revenue growth in 3Q25

Networking equipment maker D-Link posted consolidated revenue of NT$3.44 billion (US$109.58 million) for the third quarter of 2025, up 9.3% from the previous quarter. However, cumulative...

Wednesday 26 November 2025

DDR4 supply crunch pressures margins for industrial and consumer electronics

The ongoing shortage of memory chips is sending ripples through the industrial-computer, networking, and consumer-electronics sectors, raising costs and straining profit margins....

Wednesday 26 November 2025

Dell lifts full-year outlook as record 3QFY26 results highlight surging demand for AI servers

Dell Technologies' record fiscal third-quarter results and a sharply higher outlook for AI servers signal strengthening demand for advanced infrastructure, underscoring the company's...

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