News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Monday 10 November 2025

Lumentum’s surprise lift sparks profit rebound across Taiwan’s optical chain

US optical communications giant Lumentum reported stronger-than-expected earnings for the quarter ended September 27, signaling renewed...

Monday 10 November 2025

Etron chairman outlines vision for Taiwan's next competitive edge

Etron Technology chairman Dr. Nicky Lu predicts AI-driven memory demand to enter a peak spring period between 2026 and 2027, but supply and demand will not be balanced for at least...

Monday 10 November 2025

Taipower chairman highlights power supply-demand synergy and power matching as key to future development

Data center power consumption has become a critical issue as global energy demand surges due to AI computing. The Trump administration has recently pushed through major energy regulatory...

Monday 10 November 2025

Taiwan’s JPP steps out of obscurity as AI demand outpaces supply

JPP Holding is preparing for dual growth in AI and aerospace in 2026. Chairman Chung Kuo-sung said both segments are set to expand, led by surging demand for AI server cabinets. Beyond...

Sunday 9 November 2025

Systex posts profit growth in 3Q25 driven by enterprise AI transformation

Systex announced it will continue focusing on AI platformization and software AI integration to enable practical AI applications as a core driver of enterprise transformation. The...

Sunday 9 November 2025

Auden Techno turns profitable

RF antenna maker Auden Techno on November 5 reported consolidated revenue of NT$483 million (approx. US$15.6 million) for the third quarter of 2025, up 15.35% quarter-over-quarter...

Sunday 9 November 2025

uPI applies power IC demand growth across three segments

The rise of global AI applications has driven increased demand for power ICs, with power management IC (PMIC) design company uPI Semiconductor reporting steady demand for integrated...

Sunday 9 November 2025

US tech layoffs raise concerns over AI PC and business demand

Backlight module maker Coretronic believes that consumer market momentum in the fourth quarter of 2025 remains weak due to ongoing concerns over tariffs and inflation, both of which...

Sunday 9 November 2025

M31 weathers a costly quarter with eyes on AI-fueled recovery

Silicon intellectual property (IP) provider M31 Technology posted a loss for the third quarter of 2025. The company blamed the red ink on project delays from North American and European...

Sunday 9 November 2025

STM, Onsemi tackle soaring AI data-center power demand with new SiC and GaN tech

As GPU counts in AI servers soar, rack power consumption has reached record highs, straining data-center energy systems. In response,...

Sunday 9 November 2025

Next-gen power systems aim to cool AI’s growing energy appetite

The rise of artificial intelligence has sharply increased the demand for computing power, making electricity consumption and grid bottlenecks a central concern for data centers. With...

Saturday 8 November 2025

WT Microelectronics sees strong 2026 growth on rising AI data center demand

WT Microelectronics expects strong momentum from AI-driven data centers to continue through 2026, citing surging global demand for computing and communications products.

Saturday 8 November 2025

VIS turns corner after price war, gears up for PMIC-driven growth in 2026

Vanguard International Semiconductor (VIS) anticipates a mild slowdown in the fourth quarter of 2025 as seasonal demand eases and supply chain partners carry out year-end inventory...

Friday 7 November 2025

Novatek braces for revenue dip in 2025, bets on AI ASICs to drive recovery

Novatek Microelectronics, Taiwan's top display driver IC (DDI) supplier, held its earnings call with CEO Steve Wang outlining the company's market outlook. He said the stronger New...

Friday 7 November 2025

Elon Musk maps out Tesla's semiconductor leap, ponders alliance with Intel

Tesla CEO Elon Musk said the company is considering building a large semiconductor fabrication plant to meet rising demand for AI and robotics chips, while keeping open the possibility...

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