News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Friday 21 August 2026

JCET profit surges 79% on AI demand, with advanced packaging and CPO gaining scale

JCET Group reported record first-half revenue for 2026, with demand from artificial intelligence infrastructure and high-performance...

Friday 21 August 2026

Analyst: 2028 key year for optical interconnects in AI racks

Optical communications will likely enter AI server racks in 2028, DIGITIMES analyst Joyce Chen said on August 20 at a semiconductor industry forum in Taipei, as rising AI cluster scale...

Friday 21 August 2026

FOPLP's race to scale: Taiwan leads while three technical hurdles test mass production

Rising demand for AI computing power is increasing chip package sizes, bringing fan-out panel-level packaging (FOPLP) into sharper focus...

Friday 21 August 2026

Anthropic venture acquires Casper Studios to expand enterprise AI services

Ode with Anthropic, an Anthropic venture arm, said it has acquired Casper Studios, a move that expands its enterprise artificial intelligence services as companies worldwide look for...

Friday 21 August 2026

800VDC adoption in AI data centers is set to reshape power chip demand

A shift to 800VDC power architectures in next-generation AI data centers is gathering pace, with implications for GPU planning, power semiconductor demand, and rack design. Many vendors...

Friday 21 August 2026

Charts: TSMC's share of Taiwan chip manufacturing revenue falls to 81.8% as memory makers scale up

Foundry leader Taiwan Semiconductor Manufacturing Company (TSMC) grew 37% year to date — and still lost four percentage points of the sub-sector's revenue share, because the...

Friday 21 August 2026

Charts: AI test demand drives broadest growth among Taiwan's chip equipment suppliers

Thirty-eight of 43 companies grew year to date at a median rate of 28.7% — the highest of any semiconductor sub-sector — with test handlers, sockets and probe cards recurring...

Friday 21 August 2026

Nitto Denko to expand HDD baseboard capacity for AI data center demand

Nitto Denko said it will invest JPY28 billion (US$176.68 million) through fiscal 2028 to expand production of thin-film metal base boards for hard disk drives, raising capacity by...

Friday 21 August 2026

TXC pivots to AI infrastructure as 1.6T optical modules surge

Quartz component leader TXC is targeting AI and automotive applications as demand grows for faster data transmission, with 1.6T optical modules expected to see explosive growth in...

Friday 21 August 2026

Kenmec surges on AI, advanced packaging to record orders, revenue

Fueled by robust global demand for artificial intelligence and the rapid expansion of semiconductor advanced packaging capacity, Kenmec...

Friday 21 August 2026

Charts: Foxconn is losing share of Taiwan's EMS revenue as Quanta and Wistron near double

The sub-sector's dominant supplier grew 37.9% year to date and still ranks only seventh of 20, while the other 19 companies grew 56.9% between them.

Thursday 20 August 2026

Samsung gains foundry pricing power as 4nm capacity stays tight through 2027

Samsung Electronics is gaining pricing power in its foundry business as AI and high-bandwidth memory (HBM) demand tightens advanced-node...

Thursday 20 August 2026

AMEC profit jumps 300%: China chip equipment maker expands beyond etch with US$520M plan

Advanced Micro-Fabrication Equipment Inc. China (AMEC) posted a 300% surge in first-half 2026 profit and announced a CNY3.5 billion (US$520 million) capacity expansion, accelerating...

Thursday 20 August 2026

AI drives network equipment demand as parts shortages deepen

AI data center expansion and rising demand for enterprise network upgrades continue to lift the network equipment market, giving several vendors better order visibility. But surging...

Thursday 20 August 2026

Nvidia, TSMC, chip gear makers ride AI boom into high-margin club

Strong AI demand is driving a wave of high profitability across the semiconductor supply chain, with equipment and materials suppliers increasingly joining a "high-margin club." Trailing...

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Aug 20, 11:00

Corning-IRICO Trade Secret Case Enters New Phase

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