News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Friday 20 March 2026

As NAND makers move on, MLC memory nears the end of the line

As global NAND flash makers shift toward higher-layer 3D architectures, legacy MLC NAND is slipping into a severe supply-demand imbalance...

Friday 20 March 2026

Nvidia Vera Rubin servers to drive liquid cooling demand

Nvidia has revealed more details about its next-generation Vera Rubin (VR) servers at Nvidia GTC 2026, confirming a full transition to liquid cooling architecture. Thermal module makers...

Friday 20 March 2026

Analysis: Alibaba and Baidu raise AI pricing as token-based model reshapes cloud economics

Alibaba and Baidu have raised prices for AI computing services, reflecting a broader shift in how cloud providers monetize AI as demand for tokenized workloads accelerates.

Friday 20 March 2026

Alibaba outlines US$100 billion AI roadmap as cloud growth accelerates

Alibaba Group Holding set out an expansive artificial intelligence strategy targeting more than US$100 billion in combined cloud and AI revenue within five years, as strong demand...

Friday 20 March 2026

AI tailwinds and global reach put Topco on track for double-digit growth in 2026

Driven by AI applications boosting advanced processes, HBM, and packaging technologies, demand for key materials like silicon wafers and photoresists has surged. Topco Scientific (TSC)...

Friday 20 March 2026

TPK profit jumps as OLED tablets lift touch module pricing

Touch panel maker TPK Holding reported a sharp increase in profitability in 2025, as a shift in product mix and lower depreciation costs lifted margins, while higher-priced touch modules...

Friday 20 March 2026

Allied Circuit sees server, IPC market growth boosting 2H26 outlook

Benefiting from rising demand across the server and industrial PC (IPC) markets, Allied Circuit (ACCL), a PCB manufacturer backed by Compal, reported that its new capacity added in...

Friday 20 March 2026

Automotive chipmakers exit inventory reset; SDV, electrification define next growth battle

As global automotive supply chain inventories normalize, the automotive semiconductor market enters a critical transition phase in 2026...

Friday 20 March 2026

Analysis: Memory price swings leave e-reader supply chain in the red

Recent shifts in the memory market are putting significant pressure on the e-reader supply chain, from upstream manufacturers to midstream module makers and downstream brand compan...

Friday 20 March 2026

Intel pushes large-area AI packaging to close foundry gap

Intel is reportedly preparing large-area AI chip packaging to strengthen its foundry business and challenge TSMC and Samsung Electronics.

Thursday 19 March 2026

Micron ramps spending as cleanroom constraints cap memory supply

Micron Technology's aggressive increase in capital spending signals that the memory industry is approaching structural limits to supply expansion, as artificial intelligence (AI) demand...

Thursday 19 March 2026

AI and memory drive semiconductor output to surpass US$1 trillion in 2026

The global surge in AI demand and tightening memory supply have pushed prices higher, propelling the semiconductor industry into a new growth cycle. Global chief marketing officer...

Thursday 19 March 2026

Strong quarter for Jabil fueled by smart infrastructure and automotive demand

Jabil delivered fiscal second-quarter results that topped its own expectations, buoyed by sustained strength in its Intelligent Infrastructure business and a stronger-than-anticipated...

Thursday 19 March 2026

Column: OpenClaw pulls AI from cloud to the edge

OpenClaw's rapid rise has pushed "lobster-raising" from a niche developer trend into a cross-industry race spanning chips, hardware, and end devices.

Thursday 19 March 2026

Micron forecasts record revenue as memory supply tightens

Micron Technology projected record third-quarter revenue after posting a sharp rise in fiscal second-quarter results, as artificial intelligence...

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