News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Wednesday 14 October 2026

AI memory boom pushes smartphone market into premium-first reset

While the rapid advancement of AI has driven steadily growing investment in large-scale infrastructure, one of its downstream effects is becoming increasingly visible in the memory...

Wednesday 14 October 2026

PMIC vendors diverge as PC exposure drives revenue gap

Taiwanese power management IC (PMIC) vendors reported their September and third-quarter 2026 revenue, with results diverging as PC exposure widened the performance gap. Global Mixed-mode...

Wednesday 14 October 2026

Smartphone costs surge as brands take divergent action

Memory prices have surged 4–5x in recent years, and smartphone brands' efforts to pass those costs on to consumers have already hurt sales of new devices in 2026. With large-scale...

Wednesday 14 October 2026

Y.S. Tech reports liquid-cooling orders secured through early 2028

Y.S. Tech said automotive product orders were visible through the first quarter of 2028 as the automotive electronics and technology systems maker expanded its automotive and high-performance...

Wednesday 14 October 2026

Amazon's Decart talks point to a broader push from custom silicon to world models

As custom AI silicon proliferates alongside growing demand for heterogeneous compute, the ability to move and optimize workloads across different accelerators is becoming an increasingly...

Wednesday 14 October 2026

Hybrid Copper Bonding - A Manufacturing Lever for The AI Era

The current growth cycle of the semiconductor industry is driven by the demand for logic and memory tied to artificial intelligence (AI), cloud infrastructure, and advanced...

Tuesday 13 October 2026

Taiwan panel makers enter semiconductor fight as structural challenges persist

Entering the fourth quarter of 2026, panel makers face pressure from rising component costs and weakening demand. However, price hikes and production cuts led by Chinese panel manufacturers...

Tuesday 13 October 2026

Energy law overhaul drives Taiwan storage demand

Taiwan's Energy Management Act is undergoing its first major revision in nearly a decade, driving businesses to reassess self-generation and energy storage systems (ESS) as the market...

Tuesday 13 October 2026

AI substrate material shortages ease, but advanced equipment emerges as expansion bottleneck

As the customer base for AI accelerators expands rapidly and consumes IC substrate capacity, advanced packaging remains a critical industry bottleneck. Consequently, supply chain attention...

Tuesday 13 October 2026

SK Hynix unveils low-power processor design for SSDs

SK Hynix has unveiled a new processor architecture designed to reduce power consumption and chip area in solid-state drive (SSD) controllers, expanding its efforts to address storage...

Tuesday 13 October 2026

AMEC chairman warns of AI bubble risk, sees consolidation ahead for China's chip equipment industry

Advanced Micro-Fabrication Equipment (AMEC) chairman and general manager Gerald Yin has warned of a potential AI investment bubble, cautioning that surging demand for chipmaking equipment...

Tuesday 13 October 2026

AI demand squeezes capacitor, resistor capacity as Taiwan suppliers eye price hikes

Rising capital expenditures by global cloud service providers (CSPs) are accelerating orders for AI computing infrastructure, boosting both the specifications and volumes of passive...

Tuesday 13 October 2026

Taiwan seeks new grid, renewable energy solutions as AI computing hubs hit power constraints

As the global AI industry and AI data centers (AIDCs) experience explosive growth, developing compute hubs presents severe power supply challenges alongside stringent international...

Tuesday 13 October 2026

Taiwan optical suppliers post record sales as Lumentum warns of shortages

Taiwanese optical networking suppliers reported strong September and third-quarter 2026 revenue growth, with EZconn and LuxNet posting record monthly sales as demand for high-speed...

Tuesday 13 October 2026

AI server tracker: Taiwan's CCL, PCB and IC substrate suppliers see widening growth gap despite AI boom

Taiwan's copper-clad laminate (CCL), printed circuit board (PCB) and IC substrate suppliers are seeing uneven returns from AI infrastructure spending...

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Oct 15, 08:00

Samsung Semiconductor Highlights 400+ Layer Flash Powering Agentic AI

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