News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Wednesday 6 May 2026

GlobalWafers reports weaker quarter as expansion weighs on margins

GlobalWafers said on May 4 that its first-quarter performance reflected a transitional period, as short-term cost pressures and capacity...

Wednesday 6 May 2026

VIS sees stronger growth in the AI boom and pricing power

Buoyed by robust demand for artificial intelligence and the early success of price increases, Vanguard International Semiconductor Corporation (VIS) is projecting a stronger performance...

Wednesday 6 May 2026

GlobalWafers outlines 2026 recovery path, highlights tightening 12-inch wafer supply

GlobalWafers expects the current semiconductor cycle to bottom in the first quarter of 2026, with both the speed and breadth of recovery exceeding prior expectations, as artificial...

Wednesday 6 May 2026

Memory supply gap stretches beyond 2028 as cloud capex tops US$725 billion

Global cloud service providers have recently raised capital spending to about US$725 billion, accelerating the shift of memory resources toward AI and prompting suppliers and customers...

Wednesday 6 May 2026

AMD earnings call: AI is turning CPUs back into the main event

AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from...

Wednesday 6 May 2026

GlobalFoundries turns three-continent footprint into geopolitical hedge

In a recent assessment of the semiconductor landscape, GlobalFoundries emphasized the critical need for supply chain resilience amid a "fragmented geopolitical environment." The company...

Wednesday 6 May 2026

Eris Technology posts record April revenue on AI robot and server demand

Power semiconductor maker Eris Technology reported consolidated revenue of NT$250 million (US$7.9 million) in April 2026, a company record and up 19% from a year earlier, executives...

Wednesday 6 May 2026

Synnex posts record first-quarter revenue and profit as AI demand drives semiconductor and cloud sales

Synnex Technology International Corp. reported record consolidated results for the first quarter as accelerating AI commercialization drove triple-digit growth in data-center products...

Wednesday 6 May 2026

Winbond beats full-year 2025 profit in 1Q26 with memory capacity fully loaded

Winbond Electronics posted strong first-quarter 2026 results, with consolidated revenue totaling NT$38.25 billion (approx. US$1.21 billion), up 43.7% from the previous quarter and...

Wednesday 6 May 2026

GlobalWafers prepares inventory buffer as geopolitical factors push up gallium prices

Semiconductor silicon wafer supplier GlobalWafers said during its May 5 earnings call that it is advancing its next-generation compound semiconductor strategy. In response to advanced...

Wednesday 6 May 2026

Taiwan drone makers expand into Eastern Europe as Ukraine cuts China supply risk

Ukraine is accelerating efforts to reduce its dependence on China's supply chain, while Taiwanese drone makers expand production in Poland and Lithuania, reshaping Eastern Europe's...

Wednesday 6 May 2026

China's cloud providers raise AI prices as model usage surges

Rising demand for generative AI is prompting major Chinese cloud providers to raise prices for large-scale services and data products, with implications for global AI users and developers,...

Wednesday 6 May 2026

Chicony Power's full product line to ramp in 2Q26; satellite communications power revenue set to double

Chicony Power's first-quarter performance signals supply-chain resilience and potential upside for global notebook, server, and satellite power markets, as the company forecasts second-quarter...

Wednesday 6 May 2026

Weblink posts record first-quarter revenue as business PC refresh fuels 70% hardware surge

Weblink International Inc. reported record consolidated revenue of NT$7.78 billion (US$247 million) for the first quarter of 2026, up 19.8% year on year, and net profit after tax of...

Wednesday 6 May 2026

Acer E-Enabling reports record first-quarter revenue as cloud AI projects surge

Acer E-Enabling Service Business reported first-quarter 2026 revenue of NT$2.96 billion (US$93.9 million), up nearly 15% year on year, and net profit after tax of NT$199 million, delivering...

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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