News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Saturday 14 February 2026

World's largest GaAs foundry sees 2–3x surge from 1.6T optical boom

GaAs foundry leader Win Semiconductor forecasts explosive growth in the 1.6T optical communication module market in 2026, expecting a 2-3x increase in demand driven by satellite and...

Saturday 14 February 2026

WD says 2026 capacity sold out as HDD prices post sharpest rise in two years

Hard disk drive (HDD) contract prices rose approximately 4% sequentially following the conclusion of fourth-quarter 2025 negotiations,...

Friday 13 February 2026

Global server market, 4Q 2025

Introduction

Friday 13 February 2026

Shihlin Electric expands in North America as orders extend to 2030

Shihlin Electric is entering 2026 with strong operating momentum, supported by accelerated contract releases under Taipower's grid resilience...

Friday 13 February 2026

Citi flags post-HBM shift as edge memory, HBF advance

A Citi analyst said the next phase of artificial intelligence (AI) memory demand will extend beyond high-bandwidth memory (HBM), pointing to emerging opportunities in physical AI devices...

Friday 13 February 2026

TSMC and memory makers boost capex to offset China export restrictions impact

TSMC raised its 2026 capital expenditure forecast to US$52-56 billion, driving strong demand in the global semiconductor supply chain amid AI growth. Memory giants SK Hynix, Micron,...

Friday 13 February 2026

Transformer exports and domestic infrastructure boost Taiwan's heavy electrical sector in early 2026

Taiwan's heavy electrical industry kicked off 2026 with strong performance, driven by robust orders from Taiwan Power Company's (Taipower) grid resilience projects, and sustained demand...

Friday 13 February 2026

Air cooling will dominate Trainium 3 rollout as Amazon targets 2Q26 production ramp

Amazon Web Services' (AWS) Trainium 3 servers, slated for mass production in the second quarter of 2026, have sharply reduced their planned use of liquid cooling, supply chain sources...

Friday 13 February 2026

Applied beats as AI chip spending nears $1tn tipping point

On February 12, Applied Materials Inc. (AMAT) announced fiscal first-quarter 2026 financial results that exceeded the midpoint of its previous guidance, driven by a significant surge...

Friday 13 February 2026

Lenovo leans on premium AI PCs and phones as memory costs squeeze hardware margins

Lenovo said surging memory prices are likely to weigh on global PC and smartphone unit demand in 2026, prompting the company to double down on diversified sourcing, premium product...

Friday 13 February 2026

Why Applied says the AI boom is real—just waiting for more cleanrooms

Applied Materials used its fiscal first quarter 2026 earnings call to underscore that AI-related semiconductor demand is running ahead of earlier forecasts, with industry revenues...

Friday 13 February 2026

Samsung said to gain 8nm orders in Europe as 2nm plan advances

Samsung Electronics is said to be expanding its 8nm foundry customer base into Europe following earlier contract wins in the US and Ja...

Friday 13 February 2026

Winbond's two-year sell-out signals memory cycle shift and US$1.35bn capex push

Winbond Electronics is entering a powerful demand cycle, with tight supply conditions across DRAM, NOR flash, and SLC NAND extending beyond...

Friday 13 February 2026

Kioxia forecasts up to 77% operating profit surge on AI-driven NAND price rally

Driven by expanding memory demand from AI servers and rising average selling prices, Japan-based NAND flash and SSD maker Kioxia expects solid growth in fiscal year 2025 (April 2025-March...

Thursday 12 February 2026

Global semiconductor industry, 2026

Introduction

1/188 pages

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