News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Tuesday 21 April 2026

Middle East transshipment and supply chain shifts double SE Asia freight rates

Given the US-China trade war, many Taiwanese businesses and Chinese manufacturers relocated production lines to Southeast Asia, boosting shipment demand from the region. Now, escalating...

Tuesday 21 April 2026

APAC advances CPO positioning: ELSFP beings small-volume shipments, in-house COC line set for 3Q26 completion

Optical communications company APAC Opto Electronics reported that its inventory digestion phase is nearing completion, with market demand showing a clear rebound. Looking ahead to...

Tuesday 21 April 2026

AI reshapes memory supply; Global Electronics Association warns that traditional procurement strategies will fail

The Global Electronics Association has released a report highlighting how AI demand is redistributing memory supply, causing extended lead times, rising prices, and increased market...

Monday 20 April 2026

Memory and raw materials' increased prices weigh on smartphone panels in 2Q26

Entering the second quarter of 2026, the smartphone panel market continues to carry the weak momentum carried over from the first quarter of 2026. As memory prices rise further alongside...

Monday 20 April 2026

Inside the strategy of Anthropic's CFO as AI spending surges

At Anthropic, the race to build cutting-edge artificial intelligence (AI) is increasingly defined by one constraint: computing, and at the...

Monday 20 April 2026

AI chip rivalry escalates: ABF substrate sells out for Unimicron, Kinsus, Nan Ya PCB

AI GPUs, CPUs, and ASICs are driving demand for increasingly larger sizes and higher layer counts in substrate technology. The supply-demand gap for high-end ABF substrates continues...

Monday 20 April 2026

AI boom lifts Taiwan's chip testing firms to record 1Q26

As artificial intelligence chips increasingly migrate to advanced manufacturing nodes, the complexity — and duration — of semiconductor testing is rising sharply. That...

Monday 20 April 2026

Naura revenue climbs on China chip tool demand, margins tighten amid rising costs and competition

China semiconductor equipment maker Naura Technology delivered strong 2025 revenue growth on rising chip tool demand and domestic substitution, but weaker margins and intensifying...

Monday 20 April 2026

Global wafer foundry industry and status, 2026: AI-driven growth and fierce competition

Introduction

Monday 20 April 2026

Chinese conglomerate makes entry into memory sector as AI drive structural shift

On April 17, Security Times reported that Beijing New Space-time Technology (Time Space Technology) plans to acquire Shenzhen-based memory module maker Powev Electronic Technology...

Monday 20 April 2026

India's smartphone shipments fall 3% amid cost pressures and weak demand

India's smartphone shipments fell 3% year-on-year in the first quarter of 2026, signaling strain across global supply chains and consumer markets as rising component costs and sluggish...

Monday 20 April 2026

Wooptix advances testing and production capabilities in targeting entry into leading foundries by 2028

Spanish optical inspection startup Wooptix officially unveiled its first inspection system, Phemet, in November 2025. The company stated that its first-generation prototype has already...

Monday 20 April 2026

E Ink says energy limits could reshape displays from devices to surfaces, opening new markets

E Ink Holdings chairman Johnson Lee said the display industry is at a turning point as mainstream technologies push for greater brightness, refresh rates, and color saturation. At...

Monday 20 April 2026

Cerebras revives IPO bid as AI boom fuels growth and high-profile partnerships

Cerebras Systems has renewed its push to go public, filing for an initial public offering (IPO) after shelving an earlier attempt amid regulatory...

Monday 20 April 2026

Weekly news roundup: Samsung launches voluntary retirement; Qualcomm moves into custom DRAM with CXMT

Below are the most-read DIGITIMES Asia stories from the week of April 13-19, 2026:

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