News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Thursday 16 April 2026

Global Expansion of 2.5D/3D Packaging: Strategic Moves in the US, Asia, and Beyond

Introduction

Thursday 16 April 2026

Samsung pushes HBM4 yields as advanced testing and cutting technologies emerge

Samsung Electronics is accelerating efforts to improve yields for its sixth-generation high bandwidth memory (HBM4), as it seeks to narrow the gap with market leader SK hynix. According...

Thursday 16 April 2026

TSMC lifts full-year outlook above 30% as AI demand powers another record quarter

Fresh off a quarter in which it beat its own margin forecasts by a wide margin, TSMC issued second-quarter guidance that signals the AI-driven chip boom is accelerating rather than...

Thursday 16 April 2026

TSMC 1Q26 earnings: AI demand sends profit up 58%, gross margin to all-time high

Taiwan Semiconductor Manufacturing Company (TSMC) reported a first-quarter 2026 revenue of US$35.90 billion, a 40.6% jump from a year earlier, as insatiable demand for artificial intelligence...

Thursday 16 April 2026

Rising component costs could shrink smartphone shipments by over 10% in 2026

Rising upstream component costs and higher new-phone prices are expected to slow global smartphone shipments in 2026, fueling stronger demand for used devices internationally and prompting...

Thursday 16 April 2026

Memory suppliers post record 1Q26 revenue as AI demand defies seasonal slowdown

The global memory industry delivered its strongest first-quarter performance on record in 2026, defying the traditional seasonal slowdown as strong AI demand drove supply shortages...

Thursday 16 April 2026

US–Iran tensions add another reason to rethink plastic-heavy, disposable supply chains

The ongoing US–Iran conflict is raising global costs for raw materials and energy, leading to higher prices and shortages across sectors such as plastic packaging and consumer...

Thursday 16 April 2026

A Taiwan cloud reseller's AI bet is paying off — record margins and a push into Japan

GrandTech Cloud Services reported record revenue and profit in the first quarter of 2026, driven by strong demand for AI cloud services and improved operational efficiency. Management...

Thursday 16 April 2026

Renesas reports accelerated MRDIMM adoption in China

As AI servers rapidly increase demand for high bandwidth and large-capacity memory, Renesas Electronics noted that, driven by strong demand in China and expanding capacity, its Memory...

Thursday 16 April 2026

TSMC says Applied Materials and JSR form top-tier chipmaking team

Japanese materials giant JSR has established an advanced planarization process solution joint research center in Taiwan, with JSR representative director and CEO Hank Hori personally...

Thursday 16 April 2026

ASE Holdings to acquire Innolux Fab 5 for US$460 million

ASE Holdings has secured Innolux's Fab 5, with the company announcing on April 15 that its semiconductor unit's board had approved the...

Thursday 16 April 2026

Advanced Power Electronics confirms price hikes amid memory shortage hitting PC revenue

Advanced Power Electronics Corp.'s (APEC's) report signaling rising component costs and constrained foundry capacity has implications for global tech supply chains, potentially affecting...

Thursday 16 April 2026

Gulf states turn to alternative air defenses as US delivery delays persist

Middle Eastern Gulf states are seeking alternative air defense systems as delays in US weapons deliveries and rising regional tensions...

Thursday 16 April 2026

Taiwan lens makers pivot to CPO, silicon photonics beyond smartphones

Taiwan's optical lens makers opened 2026 with a sharp rebound, driven by a recovery in the global smartphone market and rising demand for...

Thursday 16 April 2026

YMTC to ramp Wuhan fab in 2026, new capacity unlikely before 2028, oversupply risks seen limited

China-based Yangtze Memory Technologies Corp (YMTC) is advancing an aggressive expansion plan that could become the world's third-largest...

3/205 pages