News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Saturday 31 January 2026

LG Display plans KRW 2 trillion OLED investment in 2026, but holds back on next-gen IT panels

LG Display, fresh off its first profitable year in four years, is preparing to step up investment in 2026 as it seeks to strengthen its...

Saturday 31 January 2026

Samsung, SK Hynix target surging growth in automotive memory market for autonomous driving systems

Automobiles are rapidly transforming into servers/smartphones-on-wheels with the advancement of autonomous driving technologies, which has led to a surge in demand for automotive memory...

Friday 30 January 2026

KLA: AI-driven process control boom lifts 2026 semiconductor equipment demand

US semiconductor equipment maker KLA said growing AI infrastructure demand is accelerating investment in advanced logic chips, high-bandwidth...

Friday 30 January 2026

ASML gains from rising EUV demand and US chip spending

After TSMC chairman C.C. Wei said on a recent earnings call that AI demand is real and that AI is becoming embedded in daily life as a long-term trend, expectations for ASML's performance...

Friday 30 January 2026

Apple dominates 2025 smartphone rankings, with iPhone 16 as the world's best-seller

According to a recent report from Counterpoint Research, the Apple iPhone 16 finished 2025 as the world's best-selling smartphone,...

Friday 30 January 2026

SanDisk sees sevenfold profit surge in 2QFY26, extends Kioxia JV

SanDisk delivered a strong fiscal second quarter in 2026, reflecting accelerating demand across data centers, industrial applications, and consumer electronics, driven by the ongoing...

Friday 30 January 2026

Hyundai and Kia hit hardest by Korea-US tariffs

Hyundai Motor Group's vehicle brands Hyundai and Kia saw their combined revenue exceed KRW300 trillion (US$208.6 billion) for the first time in 2025, breaking a record high. Even so,...

Friday 30 January 2026

Aspeed profits rise for second year on server upgrade demand

As artificial intelligence (AI) applications expand, the rising scale and density of server computing have placed a premium on system...

Friday 30 January 2026

Altos taps Acer's regional footprint to ride enterprise AI boom, eyes double-digit growth in 2026

Altos Computing, Acer's AI server solutions subsidiary, is optimistic about its 2026 outlook as enterprise AI adoption gains momentum across Asia-Pacific. With a growing project pipeline...

Friday 30 January 2026

Memory prices soar as AI demand tightens DRAM and NAND supply, spot buying slows near year-end

Memory demand remains strong, intensifying the industry's supply-demand imbalance. Contract prices for the first quarter of 2026 are rising sharply, with major South Korean memory...

Friday 30 January 2026

Analysis: Apple hits record quarter as iPhone 17 demand outstrips chip supply

Apple Inc. delivered a record-breaking quarter, fueled by surging demand for the iPhone 17 even as rising chip costs and tightening memory supply began reshaping its margins and supply-chain...

Friday 30 January 2026

Taiwan semiconductor test supply chain poised for growth amid rising AI chip complexity

Taiwan's semiconductor test supply chain is experiencing strong growth driven by increased demand for AI and HPC chips, industry sources report. Close collaborations with foundries...

Friday 30 January 2026

Dixon gears up for massive scale-up amid global memory volatility

Dixon Technologies saw negative impacts due to the memory price rise for the third quarter of fiscal 2026. During an earnings call, management outlined plans to navigate global supply...

Friday 30 January 2026

Apple posts historic US$143.8 billion quarter as China revenue climbs 38%

Apple has reported record financial results for its fiscal 2026 first quarter, ending December 27, 2025. The company achieved all-time highs in...

Friday 30 January 2026

Lam Research hits US$20.6 billion revenue high, sees 2026 WFE spending at US$135 billion

Lam Research, a leading supplier of semiconductor manufacturing equipment dubbed the "US version of ASML," capped off fiscal 2025 with stellar performance, fueled by surging AI demand...

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BIZ FOCUS

Jan 30, 12:05

Taiwan's Tron Future Tech to Debut Advanced Drone Interception and Multi-cam Tracking Solutions at Singapore Airshow 2026

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook