News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Tuesday 31 March 2026

LCD TV panel prices rise on sports-driven stocking and surge in memory costs

Global TV buyers and manufacturers are facing higher prices and tighter availability after leading brands accelerated panel purchases in the first quarter of 2026 to meet sports-driven...

Tuesday 31 March 2026

Top 10 chart: Taiwan's AI winners diverge as market corrects ahead of lagging revenue data

By late March, Taiwan's equity market is offering a more nuanced read of the AI infrastructure boom. While accumulated revenue and year-over-year...

Tuesday 31 March 2026

Chinese GPU maker Moore Threads wins US$91 million AI cluster order

Chinese GPU developer Moore Threads has secured a CNY660 million (approx. US$95.5 million) contract to supply its KUAE intelligent computing...

Tuesday 31 March 2026

Memory shortage persists as AI-era supply-demand imbalance deepens

Global memory chip shortages have shifted industry focus from price competition to securing supply, driven by explosive demand for AI servers. Advanced production capacity is being...

Tuesday 31 March 2026

AI computing shifts from training to inference; heterogeneous architectures go mainstream

As generative AI continues to advance, its capabilities and application scenarios are rapidly expanding, driving structural changes in computing infrastructure. At AI EXPO Taiwan 2026,...

Tuesday 31 March 2026

OpenClaw signals shift to AI agents and self-evolving models

The rapid rise of the open-source AI agent framework OpenClaw, widely known as "Lobster," is reshaping the AI industry's trajectory in 2026, steering focus from generative models toward...

Tuesday 31 March 2026

Apple sustains growth with budget MacBook Neo and OpenClaw craze

Given rising memory costs impacting PC brands, Apple's Mac lineup has shown relative resilience, supported by two key growth drivers. First, strong sales of Apple's newly launched...

Tuesday 31 March 2026

LCD monitor panel prices rose as notebook panel price drop slowed in March

Rising upstream costs and constrained fab capacity are driving increases in LCD monitor panel prices, with April hikes likely as display driver and timing-controller ICs gain. Tight...

Tuesday 31 March 2026

DFI drives defense and automation growth amid rising edge computing demand

As edge computing moves from pilot phases to broad deployment, industrial PC vendors are shifting emphasis toward system stability, supply flexibility, and reduced long-term maintenance...

Tuesday 31 March 2026

DIGITIMES Insight: Terafab funding questions emerge as CPU resurgence reshapes AI chip demand

On a recent podcast, DIGITIMES analyst Luke Lin spotlighted Elon Musk's Terafab as a retro IDM bet with major funding questions, while arguing CPUs are resurging in the AI era as inference...

Tuesday 31 March 2026

Samsung, SK Hynix reportedly set for record profits as long-term contracts expand

Samsung Electronics and SK Hynix are expected to post record first-quarter profits as surging artificial intelligence demand drives memory prices higher, with suppliers pushing to...

Tuesday 31 March 2026

Samsung SDI expands LFP cathode supply chain to target US AI data center ESS market

Samsung SDI is actively expanding its lithium iron phosphate (LFP) battery material supply chain to capture opportunities in the US energy storage system (ESS) market, driven by growing...

Tuesday 31 March 2026

China's analog chip price surge spreads, benefiting mature AI process assets

As global semiconductor supply chain prices continue to rise, China's analog chip industry is undergoing a structural shift. Several domestic players have recently raised product prices,...

Tuesday 31 March 2026

Custom chips demand spike draws Taiwan firms into ASIC arena

While the barriers to entry in cloud AI ASICs remain out of reach for many chip designers, demand for specialized chips at the edge is rising sharply. Across a widening range of applications,...

Tuesday 31 March 2026

Vera Rubin compute tray design unfinalized as Nvidia pushes supply diversification

Sources in the passive component supply chain report that Nvidia's next-generation platform architecture, Vera Rubin, is scheduled to enter mass production in the third quarter of...

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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