News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Wednesday 22 April 2026

Allbirds outlines AI pivot backed by US$50 million financing, draws mixed reaction

Struggling footwear brand Allbirds has announced plans to pivot to artificial intelligence (AI) infrastructure, supported by a US$50 million convertible financing facility, as it exits...

Wednesday 22 April 2026

Taiwan's Top lead frame players ride price hikes waves to record orders

Geopolitical risks and rising industrial demand have driven volatile metal prices for gold, silver, and copper, triggering a wave of quarterly price increases in the lead frame industry...

Wednesday 22 April 2026

Taiwan's floating offshore wind grows, fixed-bottom sites reach saturation

Driven by rapid growth in the AI and semiconductor industries, green electricity demand is expected to reach 40 billion kWh by 2030. As fixed-bottom wind turbine installations gradually...

Wednesday 22 April 2026

SJSemi's blockbuster IPO reorders China's chip packaging landscape

Shares of SJSemi surged on their trading debut on Shanghai's SSE STAR Market on Monday, underscoring investor enthusiasm for advanced chip packaging technologies as demand for artificial...

Tuesday 21 April 2026

Enflame tests IPO path with fast growth, Tencent reliance, and rising losses

Enflame is moving closer to a STAR Market listing, highlighting a central tension in China's AI chip sector: strong demand and rapid revenue growth have yet to translate into a sustainable...

Tuesday 21 April 2026

AP Memory posts 112% profit surge in March, expects stronger growth momentum in 2026

Niche memory design firm AP Memory announced a 112% year-over-year increase in its self-reported March 2026 revenue to NT$814 million (approx. US$25.9 million). Pre-tax net income...

Tuesday 21 April 2026

Samsung plans NAND expansion at P5 on AI-driven price gains

Surging demand for NAND flash, fuelled by artificial intelligence workloads and data centre expansion, is pushing memory makers into a new investment cycle, with Samsung Electronics...

Tuesday 21 April 2026

MacBook Neo demand surge highlights chip shortage pressure

Apple's MacBook Neo has recorded stronger-than-expected sales since its global launch in March 2026, quickly emerging as one of the company's most popular entry-level products.

Tuesday 21 April 2026

IX Renewables urges Taiwan collaboration to advance floating wind power

Taiwan plans to launch a floating wind turbine demonstration project in 2026, a move with implications for global energy markets as soaring oil prices and geopolitical risk increase...

Tuesday 21 April 2026

ASML's memory revenue tops logic in 1Q26, AI-fueled HBM demand surges

ASML revealed during its first quarter 2026 earnings call that revenue from memory systems has, for the first time, exceeded that of logic chips. Against a backdrop of sustained AI...

Tuesday 21 April 2026

Beijing acts on memory price surge, AI demand reshapes device costs

China's Ministry of Industry and Information Technology (MIIT) is stepping in to steady the memory supply chain after a sharp rise in DRAM...

Tuesday 21 April 2026

Electronic system design industry sustains double-digit growth in 4Q25, driven by strong SIP and services demand

The global electronic system design industry closed 2025 on a strong footing, with revenue reaching US$5.47 billion in the fourth quarter—up...

Tuesday 21 April 2026

Global OLED shipments to hold steady in 2026 as memory cost inflation reshapes smartphone demand

Counterpoint Research expects overall OLED panel shipments to be flat year-over-year in 2026, a shift that tightens smartphone supply, boosts demand for premium and IT applications,...

Tuesday 21 April 2026

Samsung scales MRAM to 8nm, setting 5nm showdown with TSMC in 2027

Samsung is accelerating its push into magnetoresistive random-access memory (MRAM), positioning the technology as a strategic pillar alongside DRAM and high-bandwidth memory (HBM)...

Tuesday 21 April 2026

AI demand inflates silicon valuations across TSMC, Nvidia supply chain

"Silicon inflation" is no longer a metaphor — it is reshaping Taiwan's capital markets. TSMC and Nvidia are at the center, pulling growth across the entire electronics supply...

4/209 pages

BIZ FOCUS

Feb 9, 08:00

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

MOST-READ
7 DAYS NEWS

Full list

RESEARCH INSIGHTS

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