CONNECT WITH US
NEWS TAGGED DEMAND
Monday 20 October 2025
Winbond chairman says memory supply-demand will rebalance in 2-3 years
Winbond chairman Arthur Chiao expressed a cautious outlook on the memory industry's current boom, stating that he does not believe this cycle represents a "super cycle." Speaking...
Monday 20 October 2025
iPhone 17 sparks strong upgrade demand with longer wait times and more orders
Apple's iPhone 17 is shaping up to be the best-performing model since the COVID-19 pandemic, according to multiple analysts cited by The Financial Times. The new generation's...
Monday 20 October 2025
Doosan Tesna invests US$120m in testing equipment to support Samsung's Apple CIS push
In a massive strategic bet on the next wave of tech demand, South Korea's leading semiconductor testing provider, Doosan Tesna, is pouring over KRW170 billion (approx. US$120 million)...
Monday 20 October 2025
Memory capacity shortage sparks 2026 supply chain scramble, raising disruption risks
The memory industry faces a severe capacity crunch as global manufacturers rush upstream to secure DRAM production for 2026, sparking fears of supply chain disruptions. Despite limited...
Monday 20 October 2025
Exclusive: SEMI president says semiconductor future extends beyond US-China rivalry
DIGITIMES attended SEMICON West 2025 in Phoenix, Arizona, where the event set an 18-year record for both attendance and exhibitor participation. In an exclusive interview,...
Monday 20 October 2025
TSMC sees strong AI chip demand as GPU, ASIC orders surge
All eyes were on TSMC as it held its closely watched earnings call on October 16, 2025, where the discussion focused squarely on the surging investment and procurement of cloud AI...
Monday 20 October 2025
Exclusive: TSMC tightens China orders after US sanctions; Huawei proxy Sophgo cut off, Bitmain halved

Fueled by strong orders from Apple and Nvidia, TSMC posted record third-quarter results and raised its full-year US dollar revenue growth...

Monday 20 October 2025
South Korea faces energy expressway backlash for Yongin Semiconductor Cluster
To support the development of Samsung and SK Hynix's Yongin Semiconductor Cluster, the South Korean government has promoted a nationwide "energy expressway" to increase renewable...
Monday 20 October 2025
Gigastorage expands green power portfolio with new CPPA and solar project
Gigastorage has taken a significant step forward in its clean energy strategy. Its wholly owned subsidiary, GEG, has signed a three-year corporate power purchase agreement (CPPA)...
Sunday 19 October 2025
JVs reclaim ground in China's auto market as local EV makers falter
China's electric vehicle (EV) market, once a symbol of the country's technological ascendancy, is now grappling with a harsh correction. Excess production capacity is pushing automakers...
Friday 17 October 2025
Samsung reportedly abandons Galaxy S26 Edge after S25 and iPhone Air underperform
Faced with underwhelming demand for ultra-thin smartphones such as the Galaxy S25 Edge and Apple's iPhone Air, Samsung Electronics has reportedly canceled the development of its planned...
Friday 17 October 2025
AI, HPC, memory, and new devices drive Taiwan PCB makers to peak season growth
As the generative AI (GenAI) boom becomes a central focus in tech development, high-performance computing (HPC) opportunities continue to expand, recently causing supply-demand gaps...
Friday 17 October 2025
Airoha leverages MediaTek Wi-Fi chips to diversify into global telecom market
Airoha Technology has continued to secure new collaboration opportunities in the international telecom market in 2025, with some of its previously developed markets now entering mass...
Friday 17 October 2025
Taiwan suppliers pivot to Micron amid TSMC Kumamoto delays
TSMC's ambitious plan for a second wafer fab in Kumamoto, Japan, is facing significant delays, leaving a cluster of Taiwanese suppliers in limbo and forcing them to seek alternative...
Friday 17 October 2025
Demand surge for AI and AR smart glasses in China accelerates microLED adoption despite challenges
The rapidly growing demand for AI and augmented reality (AR) smart glasses in China has sparked a tenfold increase in sales during the first half of 2025, significantly accelerating...