News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Wednesday 20 May 2026

Taiwan Wi-Fi router industry, 1Q 2026: Steady recovery, rising value, and telecom-led demand

Introduction

Wednesday 20 May 2026

Gaia Motors rolls out Rapide 3 electric three-wheeler network across Taiwan

Gaia Motors has launched a nationwide channel rollout in Taiwan for its Rapide 3 electric three-wheeler, expanding the vehicle's availability from enterprise fleets to broader commercial...

Wednesday 20 May 2026

From boardrooms to bedside: AI cameras climb the value chain

AI camera demand is being propelled by enterprise digital transformation, smart healthcare, and cross-border collaboration, turning cameras from simple video recorders into intelligent...

Wednesday 20 May 2026

Former Samsung semiconductor head warns that memory prices and demand could fall sharply after 2028

The global semiconductor industry has been focused on a memory supercycle, with some forecasts suggesting the upturn could last until 2030. However, Kye-hyun Kyung, former head of...

Wednesday 20 May 2026

Google and Blackstone could lift ASIC demand with TPU leasing joint venture

Recent media reports say Google is set to team up with Blackstone to form a new cloud computing leasing company, with Blackstone as the main shareholder. The new venture aims to build...

Wednesday 20 May 2026

Samsung braces for major strike after bonus talks collapse

Samsung Electronics faces a major labor disruption after its union said about 48,000 workers would walk off the job on May 21, beginning...

Wednesday 20 May 2026

Quanta Cloud Technology commits US$61.71 million for California facility lease amid AI server buildout

Quanta Cloud Technology announced that its subsidiary QMN purchased a 10-year right-of-use asset for a California facility lease for US$61.71 million to support expanding manufacturing...

Wednesday 20 May 2026

Aerospace fastener demand extends into multi-year cycle as NAFCO expands Malaysia capacity amid Boeing ramp-up

Taiwan-based aerospace engine fastener maker National Aerospace Fasteners Corporation (NAFCO) said order visibility has extended to as long as eight to nine years as Boeing accelerates...

Wednesday 20 May 2026

South Korea sounds alarm on manufacturing hollow-out as AI server boom lifts Taiwan

As artificial intelligence reshapes the global economy, demand for data centers is rapidly redrawing the export map of nations.

Wednesday 20 May 2026

Analysis: Japan's auto giants diverge—who's navigating the storm, and who's still in it

Japan's three largest automakers reported fiscal 2025 results that signal shifting production strategies and significant implications for suppliers across North America and beyond...

Wednesday 20 May 2026

Nvidia earnings set to beat again on AI rack boom

Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.

Wednesday 20 May 2026

South Korea turns defense contracts into quantum's commercialization launchpad

South Korea's leading defense contractor, LIG Defense & Aerospace, and the state-backed Agency for Defense Development are accelerating efforts to move quantum defense technologies...

Wednesday 20 May 2026

Apple's memory bargaining power weakens amid AI-driven supply squeeze, Korean media says

South Korean media commentary has highlighted a structural shift in Apple's influence over memory chip pricing, arguing that its long-standing bargaining power over suppliers is weakening...

Wednesday 20 May 2026

China's OSATs chase bigger role as AI chips strain packaging supply

China's OSAT providers are trying to move deeper into advanced packaging as artificial intelligence (AI) demand strains global chip packaging...

Wednesday 20 May 2026

Phison taps overseas bond market for US$800 million storage push

Phison Electronics has completed pricing for its first overseas unsecured convertible bond sale, raising US$800 million as the NAND controller...

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