News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Thursday 5 February 2026

Arm faces investor scrutiny as licensing miss collides with smartphone cost pressures

Arm Holdings shares fell approximately 8% in extended trading on February 4 after the chip IP provider reported the third-quarter fiscal 2026 licensing...

Thursday 5 February 2026

Infineon's fiscal 1Q26 resilience highlights AI-driven growth amid cyclical pressures

Infineon's first quarter of fiscal year 2026 showed that strong demand linked to artificial intelligence (AI) can cushion cyclical weakness in other markets, reinforcing the company's...

Thursday 5 February 2026

Infineon pivots capacity to AI power as automotive recovery drags

Infineon's decision to accelerate investment to expand AI power capacity is set to lift fiscal 2026 capital spending and intensify fab loading management, even as the company maintains...

Thursday 5 February 2026

Jiin Ming expands into energy storage EPC services and drones, targets ISR defense market

Jiin Ming Industry is transitioning from conventional metal stamping into drones and engineering, procurement, and construction (EPC) services for energy storage projects, with an...

Thursday 5 February 2026

Renesas reportedly to sell timing unit to SiTime in US$3 billion deal

According to Bloomberg and Nikkei, citing respective sources, Renesas Electronics is set to divest its clocks and timing device business to US chip design company...

Thursday 5 February 2026

Repon eyes strong 2026 growth on rising server demand

Server slide rail maker Repon posted a record revenue of NT$303 million (US$9.6 million) for January 2026, up 143% year-over-year and 24% month-over-month, driven by robust orders...

Thursday 5 February 2026

Japan's Ibiden channels US$3.3bn into IC substrate expansion for AI servers

Ibiden plans to invest JPY500 billion (about US$3.3 billion) over three years starting in fiscal 2026 to expand production of its core IC...

Thursday 5 February 2026

Networking equipment makers seek new businesses as they unlikely to avoid margin pressure

The networking industry is seeing a rebound in demand in 2026, but worsening imbalances in memory supply and demand have emerged as the biggest variable affecting operations this year...

Thursday 5 February 2026

Samsung sees net cash surpass KRW100 trillion, fueling semiconductor investment, M&As

Samsung Electronics has once again pushed its net cash above KRW100 trillion (US$68.97 billion), reaching KRW100.61 trillion at the end of 2025, up 7.8% from the same period in 2024...

Wednesday 4 February 2026

China smartphone market and industry, 4Q 2025

Introduction

Wednesday 4 February 2026

AMD sees PC growth in 2026 despite market contraction

Advanced Micro Devices (AMD) expects to continue growing its PC business in 2026 even as elevated component prices are projected to weigh on the broader industry, according to comments...

Wednesday 4 February 2026

TI and NXP report strong results as AI data center power management boosts semiconductor packaging demand

Texas Instruments (TI), Infineon Technologies AG, STMicroelectronics, and NXP Semiconductors are expanding their manufacturing footprint in Malaysia as global customers accelerate...

Wednesday 4 February 2026

Nvidia's HBM4 tests near completion as SK Hynix ramps 1b DRAM

SK Hynix is accelerating production of 1b DRAM for high-bandwidth memory as quality testing of Nvidia's next-generation HBM4 nears its final stage, according to Korean media and industry...

Wednesday 4 February 2026

Nvidia shapes the HBM4 race as Samsung, SK Hynix jockey for position

Record demand for artificial intelligence applications propelled Samsung Electronics and SK Hynix to milestone financial results in 2025. On January 29, 2026, the two South Korean...

Wednesday 4 February 2026

Vanguard International Semiconductor sees strong 2026 AI server power demand

Vanguard International Semiconductor (VIS) forecasts that the semiconductor market in 2026 will be driven primarily by expanding AI investments and applications, which will broadly...

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BIZ FOCUS

Feb 4, 08:00

Teaching Machines to Feel the World TOUCH Lab Redefines Sensing

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook