News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Monday 22 December 2025

IDM automotive revenue becomes uncertain as new chip entrants seize smart cockpit and ADAS market share

Unlike IC design brands, IDM companies are typically conservative regarding demand conditions for the automotive chip market. The difference is partly related to operating base levels...

Monday 22 December 2025

Etron founder sees Moore's Law rebound as memory crunch stretches to 2027

Etron Technology founder Nicky Lu says the boom in AI is accelerating semiconductor innovation and restoring the momentum of Moore's Law, even...

Monday 22 December 2025

King Yuan Electronics ramps up expansion in Singapore amid AI chip testing surge

King Yuan Electronics (KYEC) is accelerating its expansion efforts in Taiwan and Singapore to address rising demand for AI chip testing services. The Taiwanese testing and assembly...

Monday 22 December 2025

TSMC's CoPoS equipment set for mid-2026; overseas suppliers shake up Taiwan firms

Benefiting from surges in AI GPU, and ASIC demand, both TSMC and non-TSMC camps have raised their 2026 CoWoS capacity plans. Notably, due to CoWoS supply shortages and Nvidia's requirements,...

Monday 22 December 2025

Memory price spike pressures consumer tech as AI absorbs supply

Rising memory chip prices are unlikely to slow the world's largest technology companies as they accelerate investment in artificial intelligence computing, but the surge risks squeezing...

Monday 22 December 2025

Epic Tech Taiwan Unveils a Software-Driven Blueprint for Next-Generation Smart Living Communities

Smart building and lifestyle service solutions are entering a new phase, driven increasingly by software rather than hardware. As demand grows for equipment-free, low-maintenance...

Monday 22 December 2025

Memory supercycle exposes T-Glass constraint, tightening BT substrate supply

As the global memory industry enters a supercycle driven by structural supply shortages, BT substrates for memory chips are also tightening. Taiwan-based IC substrate makers Kinsus...

Monday 22 December 2025

Taipower pivots to small-scale green power as carbon pressure tightens on exporters

Corporate demand for green electricity is accelerating as Taiwan prepares to implement carbon fees in 2026 and as the European Union's...

Monday 22 December 2025

Apaq Technology sees strong growth in solid capacitors driven by AI demand

Apaq Technology reported a sharp rise in demand for solid capacitors, fueled primarily by AI servers and AI PCs, during an investor briefing on December 17. General Manager ST Lin...

Monday 22 December 2025

Shihlin Electric expands production capacity to meet strong AI and grid demand

Shihlin Electric is experiencing robust growth driven by expanding AI computing power needs and accelerated investment in power infrastructure. At HCT Logistics' smart electric vehicle...

Sunday 21 December 2025

Notebook shipments expected to defy slow season in 1H26

Rising memory prices are prompting end customers to procure notebooks early, a shift that is expected to keep shipments steadier than...

Sunday 21 December 2025

Winstar Display projects 10% order growth in 2026, expanding across 173 industries

Taiwan's display solutions provider Winstar Display anticipates at least 10% order growth in 2026, driven by applications across up to 173 industries. While US tariff policies and...

Friday 19 December 2025

Powertech eyes edge computing PDU market with distributed AI focus

Amid sustained high demand for AI computing power and accelerated deployment of data center expansions and edge AI applications, Powertech expressed an optimistic outlook for its...

Friday 19 December 2025

TI begins shipping chips from new 300mm Sherman fab in Texas

TI has begun shipping chips from its newest 12-inch semiconductor fabrication plant in Sherman, Texas, marking a key milestone in the company's long-term manufacturing expansion in...

Friday 19 December 2025

Brands cut specs and raise prices as memory supply turns scarce

Memory prices are surging, sending shockwaves through the supply chain as suppliers prioritize higher-margin cloud and AI server demand. Rising procurement costs are squeezing downstream...

1/171 pages