News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Monday 8 December 2025

Cable makers see short-term gains from rising copper prices

Amid the recent surge in copper prices, cable maker Taya points to potential short-term benefits from inventory appreciation, but long-term profits will still depend on inventory...

Monday 8 December 2025

Samsung reportedly gains momentum in foundry and memory with improved 4nm yields

Samsung Electronics is reportedly gaining momentum across its foundry and memory operations as higher yields on its 4nm process and a broad recovery in DRAM demand position the company...

Monday 8 December 2025

Geopolitics push AI chip packaging into Taiwan-US duopoly

Geopolitical realignments are accelerating a reshaping of the global outsourced assembly and test (OSAT) landscape. Industry analysts say that over the next five years, advanced AI-chip...

Monday 8 December 2025

SK Hynix reportedly delays HBM4 mass production amid Nvidia Rubin AI accelerator launch plans

SK Hynix has reportedly postponed the mass production timeline for its sixth-generation high bandwidth memory (HBM4) from the end of the second quarter of 2026 to the third quarter...

Monday 8 December 2025

TSMC expansion to drive record earnings for Taiwan engineering contractors through 2026

Taiwan's leading construction engineering contractors are on track to post record results in 2026 as TSMC accelerates advanced fab expansion...

Monday 8 December 2025

Exclusive: Tesla Powerwall orders triple in Taiwan amid growing power supply concerns

Taiwan's escalating electricity supply challenges have sparked a sharp rise in demand for home energy storage solutions, with orders for Tesla's Powerwall reportedly tripling in 2025...

Monday 8 December 2025

HEV prospect remains optimistic despite US plans to ease fuel standards

US President Donald Trump plans to relax fuel efficiency standards, reducing the average requirement for 2031 vehicles from 50.4 miles per gallon (mpg) set by the Biden administration...

Monday 8 December 2025

Ritek revives growth by becoming an AI infrastructure dark horse

Ritek Group CEO Wang Ting-chang said the group has long invested in AI-linked fields such as power, semiconductor materials, and packaging...

Monday 8 December 2025

Huawei founder sees oversupply risk, reveals training of 3,000 chip specialists

Huawei founder Ren Zhengfei said artificial intelligence is poised to deliver the most significant industrial gains over the next three to five years, but he warned that the global...

Sunday 7 December 2025

Taiwan poised to benefit as Japan and Korea shift capacitor output to premium markets

Japanese and Korean passive-component makers are diverting more capacity to high-end capacitors used in AI servers, tightening supply in mainstream electronics, and creating new openings...

Sunday 7 December 2025

Taiwan's ESMT sees memory upturn accelerating as pricing gains roll into 4Q25

Tight memory supply has lifted prices across product lines, allowing Elite Semiconductor Microelectronics Technology (ESMT) to break a two-quarter losing streak in the third quarter...

Friday 5 December 2025

Taiwan's GSEO sees double-digit growth on strength in advanced optics

Genius Electronic Optical (GSEO) reported consolidated revenue of NT$2.269 billion (US$72.6 million) for November 2025, edging up 0.53% from October's NT$2.257 billion and rising...

Friday 5 December 2025

Foxconn reports record November sales, sees clearer 4Q25 demand

Foxconn posted NT$844.28 billion (US$26.9 billion) in November 2025 revenue, down 5.74% month-over-month but up 25.53% year-over-year. Revenue for the first eleven months of 2025...

Friday 5 December 2025

UMC expands US supply chain with 8-inch wafer MOU with Polar Semiconductor

UMC has finalized plans to invest in the US semiconductor manufacturing sector by signing a memorandum of understanding (MOU) with American foundry Polar Semiconductor on December...

Friday 5 December 2025

AMD's Lisa Su dismisses AI-bubble talk while it prepares taxed MI308 exports to China

At WIRED's Big Interview event in San Francisco, AMD CEO Lisa Su rejected claims that the technology sector is drifting into an AI bubble. Pressed on whether the industry...

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