News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Thursday 2 April 2026

Benefits of CXL in server memory configuration

Introduction

Thursday 2 April 2026

Precious metal surge drives price hikes for frequency components at TXC and Tai-Saw

Rising global economic uncertainty has fueled safe-haven demand alongside strong industrial consumption, pushing precious metal prices higher. In response, Taiwan's leading quartz...

Thursday 2 April 2026

Taiwan car market shows structural shifts, with Tesla deliveries surging

Taiwan's auto market showed strong momentum in March 2026, with total vehicle registrations reaching 39,318 units — a sharp 78.4% jump from February — signaling a broad...

Thursday 2 April 2026

South Korea exports hit record US$86bn, chip demand drives breakout above US$80bn

South Korea's exports climbed to a record US$86.1 billion in March 2026, marking the first time monthly shipments have exceeded the US$80 billion threshold, even as the Middle East...

Thursday 2 April 2026

Asahi Kasei enters AI chip fiberglass market to challenge Nittobo's dominance

Japan's Asahi Kasei has announced its official entry into the AI chip supply chain with fiberglass cloth as an insulating substrate material, targeting the current global leader Nittobo,...

Thursday 2 April 2026

Topco maintains stable shipments despite Middle East conflict, builds safety stock as AI demand accelerates

As the US-Iran conflict enters its second month, concerns are mounting over potential disruptions to global energy supplies and petrochemical feedstocks. Against this backdrop, Jeffery...

Thursday 2 April 2026

Samsung, SK Hynix reportedly ramp hybrid bonding push for next-gen HBM

Samsung Electronics and SK Hynix are reportedly stepping up efforts to advance hybrid bonding for next-generation high-bandwidth memory...

Thursday 2 April 2026

Mobile chip inventory correction weighs on OSAT supply chain

As the industry enters the stocking phase ahead of new smartphone launches, mobile chip customers are undergoing an inventory adjustment period. The supply chain indicates that this...

Thursday 2 April 2026

Samsung upgrades Austin fab, signals dual-track US chip strategy

Samsung Electronics is accelerating the introduction of next-generation manufacturing equipment at its semiconductor facility in Austin, Texas, as part of a broad upgrade program aimed...

Thursday 2 April 2026

Intel buyback signals shift beyond austerity as chipmaker regains confidence

Intel's US$14.2 billion buyback of its Ireland fab stake signals a shift beyond austerity, reflecting improved finances, renewed confidence in AI-driven CPU demand, and a strategic...

Thursday 2 April 2026

Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience

Rising demand for computing power from generative AI and the semiconductor industry's move toward high-performance computing are reshaping the smartphone supply chain, with global...

Thursday 2 April 2026

ACME sees AI-driven shipment growth; oil price surge boosting EV demand turnaround

Benefiting from the AI infrastructure boom, Taiwan-based soft magnetic ferrite core and silicon carbide (SiC) powder supplier Acme Electronics Corporation (ACME) expects growth in...

Thursday 2 April 2026

Top 10 Chart: Advanced packaging, not volume, drives OSAT shift as markets signal 2026 inflection

Taiwan's outsourced semiconductor assembly and test (OSAT) sector is entering 2026 with relatively modest revenue growth, but market behavior...

Thursday 2 April 2026

Top 10 Chart: Markets signal AI shift as Taiwan IC designers decouple from early-year revenues

Taiwan's IC design sector is undergoing a decisive shift in 2026, with capital markets effectively validating an industry transition toward...

Wednesday 1 April 2026

Micron reportedly developing stacked GDDR to address shifting AI memory demand

Micron is reportedly developing vertically stacked graphics DRAM (GDDR) products to address shifting AI memory demand, according to...

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