News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Wednesday 15 April 2026

Samsung Electro-Mechanics to pour KRW1.8 trillion into Vietnam as ABF demand outstrips supply

Samsung Electro-Mechanics (SEM) is reportedly planning to invest KRW1.8 trillion (US$1.22 billion) in Vietnam to expand ABF substrate production capacity. As AI drives a surge in demand...

Wednesday 15 April 2026

Southern Taiwan Science Park eyes US$94 billion on AI tailwinds

Riding the artificial intelligence (AI) boom and strong demand for advanced semiconductor processes, the Southern Taiwan Science Park (STSP) posted record-high revenue of NT$2.97 trillion...

Wednesday 15 April 2026

China Northern Rare Earth hikes 2Q26 rare earth ore prices over 44%, experts warn of demand destruction

China Northern Rare Earth, the leading player in China's rare earth industry, has raised its rare earth ore (REO) prices for the second quarter of 2026 by more than 44%. Amid geopolitical...

Wednesday 15 April 2026

CCL price hikes to extend through 2026 with rising glass fiber and copper foil costs

Surging demand for high-end PCBs driven by AI servers and switches is intensifying supply imbalances for upstream materials. Industry...

Wednesday 15 April 2026

Cooling fan makers remain optimistic about 2026 operations

Record revenues and aggressive liquid-cooling rollouts at leading fan makers signal shifting global demand, with server and automotive needs underpinning growth while consumer-linked...

Wednesday 15 April 2026

Taiwan cooling suppliers post record March revenue as AI demand lifts liquid cooling

Taiwan's leading thermal solution providers reported record revenue in March 2026, as AI-driven demand extended into general-purpose servers...

Wednesday 15 April 2026

Samsung tipped to lead global chip profits as AI elevates memory, veteran exec predicts

Yoon-woo Lee, a semiconductor expert and former vice chairman of Samsung Electronics, believes Samsung may become the world's most profitable company by 2027–2028, driven by...

Wednesday 15 April 2026

Nanya Technology predicts DRAM price surge in 2Q26 as private equity boosts growth

Despite recent softening in the DRAM spot market, Nanya Technology president Pei-Ing Lee said DRAM prices will rise by the "tens of percentage points" in the second quarter of 2026...

Wednesday 15 April 2026

Europe's sovereign AI ambitions open doors for Korean NPU startup

South Korean artificial intelligence (AI) chip startups FuriosaAI and Rebellion are accelerating their expansion into Europe, aiming to capitalize on growing demand for sovereign AI...

Wednesday 15 April 2026

Global semiconductor equipment sales hit record US$135B in 2025 as AI-driven investment surges

Global semiconductor manufacturing equipment sales reached a record US$135.1 billion in 2025, rising 15% from US$117.1 billion in 2024,...

Tuesday 14 April 2026

Samsung begins P4 equipment orders as 1c DRAM investment enters execution

Samsung Electronics has begun procuring semiconductor equipment for its P4 facility in Pyeongtaek, marking the transition of its planned...

Tuesday 14 April 2026

Exclusive: Edge AI inference set for 10x growth; Nokia, Blaize advance hybrid AI compute

As generative AI demand shifts from centralized cloud training to edge inference, Nokia and AI chip startup Blaize have expanded their partnership in Singapore, unveiling a full-stack...

Tuesday 14 April 2026

Samsung Electro-Mechanics reportedly to expand AI packaging with MLCC embedded substrate line in Vietnam

As AI chips demand higher performance and denser integration, advanced packaging and substrate technologies have become critical in the semiconductor race. Samsung Electro-Mechanics...

Tuesday 14 April 2026

AI infrastructure boom triggers NAND shortage, memory profits seen rising 2–3x, Silicon Motion says

Silicon Motion's president, Wallace Kou, said the memory industry is undergoing an irreversible structural shift driven by AI infrastructure growth. Since August 2025, NAND flash prices...

Tuesday 14 April 2026

Panel makers lift 1Q26 sales on early orders; demand outlook turns cautious

Front-loaded orders, fewer February working days, and a low base lifted Taiwanese panel makers' March revenue. In the first quarter of 2026, Innolux, GiantPlus, and Hannstar Display...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

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