News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Thursday 16 July 2026

Beyond AI: Resilient consumer demand widens semiconductor supply crunch

Reports of lengthening semiconductor lead times have become increasingly common in recent months, highlighting that the imbalance between chip supply and demand has not eased but is...

Thursday 16 July 2026

TSMC 2Q26 profit surges 77% to a record on AI demand, first 2nm revenue

TSMC reported record second-quarter 2026 results on July 16, with revenue, profit, and earnings per share all surpassing market expectations,...

Thursday 16 July 2026

InP substrates emerge as strategic asset as optical engine supply chain heads for reshuffle

As AI server interconnects advance toward 1.6T and co-packaged optics (CPO), high-power continuous-wave (CW) lasers are becoming a strategic battleground for global technology companies...

Thursday 16 July 2026

Baiwei Storage forecasts sharp first-half profit surge on AI memory demand

Shenzhen Baiwei Storage Technology said its first-half 2026 revenue and profit are likely to rise sharply, highlighting how the global AI boom is reshaping demand for memory chips...

Thursday 16 July 2026

Samsung weighs outsourcing Google TPU back-end design as 2nm demand grows

Samsung Electronics is considering outsourcing some or all of the back-end design work for an input/output die in Google's reported...

Thursday 16 July 2026

Commentary: Chip lead times extend as cloud AI squeezes capacity

Reports of longer chip lead times have been mounting. ADI has notified customers that, as recovering demand tightens supply, lead times for some analog chip products have stretched...

Thursday 16 July 2026

Memory and CPU supply gaps threaten server shipments in 3Q26

Component shortages that began with PCs and smartphones are now spreading to servers. Inventec, a leading server motherboard maker, said supply gaps will continue widening from the...

Thursday 16 July 2026

ASML's rumored move to raise lithography prices sets up rare clash with TSMC as AI hands toolmakers pricing power

An AI-fueled earnings beat has emboldened ASML to do something it rarely does: raise prices on the lithography machines that are essential to making advanced chips. That plan is now...

Thursday 16 July 2026

Exclusive: Advanced packaging outpaces front-end growth while NPO paves way for commercial CPO

Generative AI is accelerating demand for computing power, memory and data bandwidth, shifting semiconductor innovation beyond front-end processes toward advanced packaging, silicon...

Thursday 16 July 2026

Acer Gadget posts record second-quarter revenue on AI PC and e-commerce demand

Acer Gadget, the Acer Group subsidiary, reported record second-quarter self-reported revenue and said its two core businesses kept shipments moving in June and the first half of 2026...

Thursday 16 July 2026

Thunder Tiger splits drone unit into specialized entities for anti-drone systems, engines

Thunder Tiger is widening its drone business in Taiwan and the US as it prepares new models for 2026, sets up two new entities, and advances work tied to counterdrone systems and aircraft...

Thursday 16 July 2026

Taiwan power device makers gain from automotive inventory buildup and order shifting

Semiconductor supply chains remain tight, and Taiwan power device suppliers say the automotive market, after two years of inventory digestion, is now building up extra stock to avoid...

Thursday 16 July 2026

AI, ICT projects, and 5G upgrades power Taiwan telecom trio's strong June results

Taiwan's three major telecom operators delivered stronger June 2026 results than a year earlier, supported by robust demand for ICT services, continued 5G migration and expanding digital-service...

Thursday 16 July 2026

Chip inflation drives phone prices higher, clouds 2027 demand

Rising chip costs are adding pressure to consumer electronics, with memory prices expected to stay elevated through at least 2027 and weighing heavily on downstream manufacturers and...

Thursday 16 July 2026

AI demand-driven memory crunch leaves smart cars exposed

AI-driven demand is tightening global memory supplies, crowding out smartphones, PCs, and vehicles as DRAM and NAND Flash capacity...

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Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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