CONNECT WITH US
NEWS TAGGED DEMAND
Monday 10 August 2026
OCI rides AI, space solar boom as SpaceX deepens polysilicon ties
South Korean solar polysilicon supplier OCI Holdings is capitalizing on its increasingly scarce position as a non-China supplier, benefiting not only from growing solar demand from...
Monday 10 August 2026
Cambricon AI chip revenue doubles as China demand surges, supply capacity holds key
Cambricon Technologies has largely settled the question of whether China's AI chip champion can make money. First-half 2026 revenue rose 108.13% to CNY6 billion (approx. US$890 million),...
Monday 10 August 2026
Himax sees automotive DDI demand recover, set for double-digit growth
Taiwanese display driver IC (DDI) maker Himax Technologies announced its latest financial results and outlook for the third quarter of 2026, with second-quarter revenue beating expectations,...
Monday 10 August 2026
Adata sees memory uptrend extend into 1H27
Adata posted record-high revenue and profit in the second quarter of 2026 and said memory supply remains tight. The company expects third-quarter operating performance to outperform...
Monday 10 August 2026
German EV subsidies lift Chinese automakers in a reshaped market

Germany's car market posted only modest growth in July, but battery electric vehicles and plug-in hybrids surged as internal combustion...

Monday 10 August 2026
Ennostar keeps full-year profit target as memory price surge boosts RGB TV backlight demand

Ennostar Holdings is targeting a return to full-year profitability after stronger seasonal demand, asset-disposal gains, and a sharp...

Monday 10 August 2026
Weekly news roundup: AI infrastructure race spans HBM, DRAM, EMIB, optical transceivers and next-gen lithography
AI infrastructure, memory supply, advanced packaging and US-China tech restrictions led this week's industry agenda. Below are the most-read DIGITIMES stories from the week...
Monday 10 August 2026
Winbond sees tighter memory supply and bigger expansion payoff ahead
Winbond Electronics said rising prices and stronger shipments lifted its operating margin to 48.4% in the second quarter of 2026, and it expects the third-quarter margin to top 50%,...
Monday 10 August 2026
High production keeps TV panel prices falling in August

LCD TV panel prices fell across the board in July and have extended their decline in August as high utilization at makers' high-generation...

Monday 10 August 2026
LinkCom sees order visibility into early 2027 as delayed client pull-ins weigh on sales
LinkCom Manufacturing said its July revenue fell from a year earlier because tight supplies of memory, passive components, and other key parts pushed up prices and prompted some networking...
Monday 10 August 2026
Kinko July revenue jumps to 12-year high on optical demand
Kinko Optical reported July consolidated revenue of NT$524 million, the highest level in nearly 12 years, as Taiwan's optical industry entered its peak season. The result rose 93.16%...
Monday 10 August 2026
Winmate revenue rises as defense and edge AI orders gain momentum

Industrial PC maker Winmate said second-quarter revenue rose sharply as demand from defense, marine, and edge AI applications strengthened,...

Monday 10 August 2026
Ability Enterprise July revenue hits decade high on stronger optical module shipments
Ability Enterprise posted July revenue of NT$1.159 billion, up 10.5% from June and 64% from a year earlier, reaching its highest monthly level since December 2016. The Taiwanese optics...
Monday 10 August 2026
Aurotek profit jumps on embodied AI and semiconductor automation demand
Aurotek Corporation reported stronger second-quarter and first-half 2026 results on August 6 as demand rose for embodied AI solutions, semiconductor foundry and advanced packaging...
Monday 10 August 2026
China’s new renewable rules drive a surge in hydrogen investment
China’s tighter renewable-energy compliance rules have opened the way for green hydrogen, green ammonia, and green methanol to be included in the country’s minimum renewable-energy...