News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Thursday 9 July 2026

Analysis: AI data centers face mounting power hurdles as Taiwan grid strain deepens

Taiwan's AI data center push is exposing a wider global problem: artificial intelligence needs vast, reliable power, but grids, permits,...

Thursday 9 July 2026

Compeq says AI and satellite demand offset seasonal slowdown

HDI board maker Compeq Manufacturing Co. said strong shipments of low-Earth-orbit satellite and consumer electronics boards, along...

Thursday 9 July 2026

China 618 smartphone sales fall 13% as Huawei takes lead

China's smartphone sales fell 13% year over year during the 2026 618 e-commerce shopping festival, as higher memory costs and less aggressive promotions weighed on demand, according...

Thursday 9 July 2026

SK Hynix supplier talks show AI memory boom shifting pricing power

The AI data center boom is reshaping the memory supply chain, giving Samsung Electronics, SK Hynix, and Micron greater pricing power...

Thursday 9 July 2026

Aurona sees strong PCB demand as AI and high-end chip trends lift sales

Aurona Industries said demand for its PCB process materials remains strong, with order intake rising year over year, and high-end products...

Thursday 9 July 2026

Innodisk revenue surges on AI memory demand and price hikes

Industrial memory module maker Innodisk reported record June revenue of NT$8.208 billion in 2026, while first-half revenue climbed to about NT$35.626 billion. The gains reflected higher...

Thursday 9 July 2026

Yulon Nissan sticks to 2026 sales target as currency pressure builds

Yulon Nissan Motor said it is keeping its 2026 sales target at 13,000 units, while warning that exchange-rate volatility could become the biggest challenge to its full-year operating...

Thursday 9 July 2026

PLAUD rides AI hardware-subscription model to US$100 million ARR

Rapid advances in generative AI and AI agents are moving AI beyond software tools into everyday workflows, particularly in voice, meeting, and conversational applications, giving rise...

Thursday 9 July 2026

Team Group posts record first-half revenue on industrial and AI demand

Memory module maker Team Group reported a June 2026 consolidated revenue of NT$3.0 billion (US$94.2 million), up 18.1% from May and 35.0% from a year earlier. The Taiwan-based company...

Thursday 9 July 2026

Macronix and Winbond post record June revenue as memory prices stay firm

Macronix and Winbond Electronics reported record consolidated revenue in June 2026 and for the second quarter of the year as memory chip demand and pricing strengthened. The Taiwanese...

Thursday 9 July 2026

SAS Group deepens 'manufacturing + services' strategy as renewable energy, semiconductor units gain

Driven by the global energy transition and the rapid development of emerging applications such as artificial intelligence (AI) and low Earth orbit (LEO) satellites, demand for renewable...

Wednesday 8 July 2026

AI memory boom turns price hikes into antitrust flashpoint across supply chain

As AI demand drives record price increases in the memory market, the aftermath of such volatility is weighing on the wider supply chain, rippling into downstream industries where manufacturers...

Wednesday 8 July 2026

TSMC earnings call could signal how long the AI boom can keep lifting its outlook

TSMC's July 16 earnings call is likely to test how far the chipmaker can extend its already upbeat guidance, as investors look for...

Wednesday 8 July 2026

AI server maker MiTAC gears up for stronger 2H26 with new capacity after 44.8% revenue jump

MiTAC is set to enter a new phase of growth in the second half of 2026 as new production facilities begin mass production, providing a meaningful...

Wednesday 8 July 2026

Wistron chair: AI demand remains strong as sovereign AI broadens global market

AI demand is expanding beyond the US as sovereign AI projects gain traction in more countries, Wistron chairman Simon Lin said, arguing...

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