News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Thursday 29 January 2026

Earnings call summary: Samsung 4Q25 profit tops KRW20 trillion on memory boom

Samsung Electronics posted record quarterly revenue and operating profit in the fourth quarter of 2025, underscoring how AI-driven demand for advanced memory has become the company's...

Thursday 29 January 2026

Cmsemicon triggers MCU, NOR Flash price hikes of up to 50% in widening China chip cost cycle

Chinese microcontroller (MCU) supplier Cmsemicon has raised prices on its MCU and NOR Flash products by 15% to 50%, citing tighter chip supply and higher packaging and testing costs...

Thursday 29 January 2026

Microsoft faces $625B backlog bottleneck as AI infrastructure limits bite

Microsoft's latest financial results point to accelerating demand for AI and cloud infrastructure, with Intelligent Cloud growth approaching 30% year on year. The figures underline...

Thursday 29 January 2026

Tesla bets future on custom chips as profit plunges 64%

Tesla's latest earnings showed softer vehicle demand but improving margins, while management and analysts focused on the company's accelerating investments in custom chips, AI compute,...

Thursday 29 January 2026

Scientech's growth signals shift in semiconductor investment toward packaging and system integration

As artificial intelligence (AI) and high-performance computing (HPC) expand rapidly, the global semiconductor industry is redirecting investments from advanced process nodes to advanced...

Thursday 29 January 2026

Seagate's nearline capacity booked through 2027 as AI datacenters fuel storage boom

Seagate Technology posted record revenue, profit, and total storage capacity shipped in the second quarter of fiscal year 2026 (2QFY26, ended January 2), fueled by strong AI-driven...

Thursday 29 January 2026

IPC cost and memory supply pressures accelerate product upgrades

The surge in AI demand is driving massive memory consumption, pushing the memory industry into a bullish phase. Market consensus expects tight memory supply and demand conditions to...

Thursday 29 January 2026

Realtek tops US$3.8 billion in 2025 revenue, signals solid growth from customer restocking in 1H26

Realtek said at its January 28, 2026, earnings call that fourth-quarter 2025 revenue reached NT$26.28 billion (US$840 million), down 10.9% from the previous quarter and 0.3% from a...

Thursday 29 January 2026

Taiwan and Germany expand trade ties as demand for chips and green tech rises

As demand accelerates for digital transformation, energy transition, and smart manufacturing, Taiwan and Germany appear poised to expand...

Thursday 29 January 2026

Elite Material Co. invests in Taoyuan to boost high-end PCB production for AI demand

Elite Material Co. (EMC), a leading copper-clad laminate (CCL) manufacturer, has acquired land and buildings in Taiwan's Taoyuan Guanyin Industrial Park from Far Eastern New Century...

Wednesday 28 January 2026

Earnings call summary: ASML executives bet on chip demand strength past 2025

ASML Holding's management says demand tied to artificial intelligence is proving more durable than previously expected, with customers accelerating capacity planning that is likely...

Wednesday 28 January 2026

ASML orders beat expectations as company plans 1,700 layoffs

ASML reported stronger-than-expected bookings in the fourth quarter of 2025 as customers stepped up investment in artificial intelligence chipmaking capacity, according to Reuters...

Wednesday 28 January 2026

SK Hynix reports record-breaking 2025 earnings driven by AI memory boom

SK hynix Inc. announced record-breaking financial results for fiscal year 2025 on Thursday, driven by its dominant competitiveness in the AI memory sector and high-value products like...

Wednesday 28 January 2026

SK hynix Announces FY25 Financial Results

SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has achieved record financial results in 2025 – 97.1467 trillion won in revenue, 47.2063...

Wednesday 28 January 2026

MetaX revenue more than doubles to US$230 million as losses narrow

China's GPU developer MetaX reported strong revenue growth for fiscal 2025, driven by rising demand for domestically produced AI chips. In a preliminary earnings release on January...

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BIZ FOCUS

Jan 30, 12:05

Taiwan's Tron Future Tech to Debut Advanced Drone Interception and Multi-cam Tracking Solutions at Singapore Airshow 2026

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RESEARCH INSIGHTS

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