News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Friday 24 July 2026

TSMC's Arizona expansion moves past initial hurdles as fabs and packaging ramp up

Since TSMC announced in 2020 that it would build factories in the US, the market has closely watched how overseas fab costs would affect operations. TSMC's long-running Arizona buildout...

Friday 24 July 2026

AI-driven DRAM surge hits EV costs, forcing Chinese automakers to rethink pricing

Surging AI server demand is reshaping supply and demand across the global memory market. With DRAM prices rising sharply over the past year,...

Friday 24 July 2026

STMicroelectronics lifts data center target as AI optical demand outruns supply, but margin recovery waits on 2027 reshaping

STMicroelectronics raised its cloud AI revenue ambition and guided to a rising gross margin through the second half of 2026, but told analysts on its July 23 second-quarter earnings...

Friday 24 July 2026

China's Xi'an Eswin tops 1 million monthly 12-inch wafer sales and output, targets 1.8 million capacity

China's 12-inch silicon wafer maker Xi'an Eswin Material Technology said monthly output and sales of its 12-inch electronic-grade silicon...

Friday 24 July 2026

Stripe reportedly eyes OpenRouter in potential US$10B AI infrastructure deal

Stripe is in talks to acquire AI model-routing startup OpenRouter in a deal that could value the company at around US$10 billion, according...

Friday 24 July 2026

Intel says supply, not demand, is its ceiling as it lifts 2026 capex above US$20 billion

Intel used its second-quarter 2026 earnings call on July 23 to argue that its biggest problem is no longer winning demand but building enough capacity to fill it, telling analysts...

Friday 24 July 2026

Intel's blowout quarter wins over the bulls, but analysts stay split on the foundry turnaround

Intel's second-quarter results have shifted the Wall Street debate from whether chief executive Lip-Bu Tan's turnaround is working to how durable the AI-driven compute demand behind...

Friday 24 July 2026

AMD sees AI demand broadening beyond chips, as Helios ramps toward shipment

AMD CEO Lisa Su said demand from cloud service providers and enterprise customers continued to climb rapidly, reinforcing AMD's view that the artificial intelligence (AI) market still...

Friday 24 July 2026

AI server demand powers Intel's fastest growth since 2011, but foundry proof still pending

Intel's second-quarter 2026 results suggest the AI data-center buildout is beginning to pull the chipmaker's long-delayed turnaround forward, even as the payoff from its costliest...

Friday 24 July 2026

AMD splits next-generation data center GPUs for specialized AI demand

AMD unveiled its Instinct MI400 series at its Advancing AI 2026 conference, broadening its push into data center chips with products aimed at different users. For global readers, the...

Friday 24 July 2026

Amkor, Nvidia widen AI packaging partnership as US capacity expands

Amkor Technology has deepened its partnership with Nvidia to develop advanced semiconductor packaging and test technologies for next-generation AI and accelerated computing platforms...

Friday 24 July 2026

Taiwan turns to AI and robotics to build senior-tech industry for super-aged era

Taiwan is turning to artificial intelligence, robotics and connected-care systems to manage one of the world's fastest demographic transitions, while seeking to turn the challenge...

Friday 24 July 2026

Wistron says growth is strong, but transformation remains incomplete

Wistron said its revenue and profit continue to rise, and its global manufacturing platform is opening new growth avenues for readers watching the electronics, AI, and industrial supply...

Friday 24 July 2026

China's AI chip share tops 50%, but Nvidia still rules frontier training

China's AI infrastructure build-out is rapidly lifting demand for domestic accelerators, giving Huawei, Alibaba's T-Head Semiconductor,...

Friday 24 July 2026

Apple prepares sweeping Mac refresh, betting on AI-driven demand

Apple is gearing up for a broad update to its entire Mac lineup, aiming to ride the wave of demand for high-performance computers driven by AI. New versions of nearly every Mac model...

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Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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