News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Saturday 26 April 2025

TSMC defies margin pressure as second-tier foundries slip

TSMC beat market expectations in the first quarter of 2025, driven by surging AI chip demand, full capacity at its advanced 3nm and 5nm nodes, and effective cost management. Excluding...

Friday 25 April 2025

China's BOE reclaims growth edge as global display cycle flips bullish

BOE Technology staged a strong comeback in 2024 after two years of sluggish growth, with both its LCD and OLED segments driving a sharp...

Friday 25 April 2025

Parade foresees robust Q2 amid tariff uncertainties, bullish on AI PC growth

Parade Technologies, a leading high-speed interface IC supplier, projects a resilient second quarter of 2025, with demand poised to match the vigor of the first quarter. The company's...

Friday 25 April 2025

China's Montage Technology storms into global DDR5 top three as AI chip demand explodes

Montage Technology reported robust first-quarter 2025 results, with revenue climbing 65.78% year-over-year to CNY1.222 billion (approx...

Friday 25 April 2025

Surging demand for advanced AMC monitoring fuels Tricorntech's record growth in 2025

Tricorntech, a leading provider of advanced airborne molecular contamination monitoring solutions in Taiwan, has announced first-quarter 2025 revenue of NT$130 million (US$4.01 million)...

Friday 25 April 2025

STMicro offers rosy outlook, but guidance clouds persist amid tariff uncertainty

STMicroelectronics offered a better-than-expected revenue forecast for the second quarter, suggesting a potential recovery...

Friday 25 April 2025

AI lifts Taiwan's substrate leaders: 2025 supply crunch nears resolution

Soaring demand for AI servers has propelled Taiwan's ABF substrate leaders—Unimicron Technology, Kinsus Interconnect Technology, and Nan Ya PCB—to double-digit annual...

Friday 25 April 2025

Celestica smashes Q1 forecasts, lifts 2025 outlook as cloud and connectivity demand soar

Celestica, a leader in design, manufacturing, hardware platforms, and supply chain solutions, reported first-quarter 2025 financial results that decisively exceeded the upper end...

Friday 25 April 2025

Intel to continue boosting in-house chip production, braces for tariff impacts

In the latest earnings call, Intel elaborated on its latest aggressive cust-cutting measures. Tariff risks threaten gross margins, exacerbated by the shift to lower-margin Lunar Lake...

Thursday 24 April 2025

Cloud market braces for key Amazon earnings update amid lease cuts, supply snags, and tariff tensions

Amazon and Microsoft have reportedly paused selected external data center lease agreements, impacting third-party colocation centers but not their self-built facilities. The move...

Thursday 24 April 2025

Texas Instruments navigates uncertainty with strong results and optimistic outlook

Texas Instruments reported strong first-quarter results, with revenue of US$4.07 billion, surpassing forecasts, driven by a 13% rise in its Analog segment. The upbeat outlook signals...

Thursday 24 April 2025

Electronics suppliers split on demand as US-China tensions escalate

As the US ramps up tariffs on Chinese imports, electronics component makers are responding differently depending on their market segments...

Thursday 24 April 2025

Trump signals major China tariff cuts; AUO's Peng warns 50% duties amount to decoupling

US President Donald Trump has eased his previously tough stance on China, announcing for the first time that US tariffs on Chinese imports will be "substantially lowered"—but...

Thursday 24 April 2025

Lam Research's strong results signal continued growth in chip equipment demand

Lam Research Corporation reported strong financial results for its fiscal third quarter of 2025, demonstrating significant year-over-year growth across key metrics. The company posted...

Thursday 24 April 2025

IBM posts slight revenue increase, AI demand grows

IBM's first quarter results for 2025 showed a slight revenue rise to US$14.54 billion, a 0.5% increase year over year and just above analysts' expectations of US$14.4 billion.

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