News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Wednesday 4 February 2026

AMD beats estimates, flags softer 1Q26 momentum

Advanced Micro Devices (AMD) reported fourth-quarter results and a first-quarter revenue forecast that exceeded analyst estimates, but its...

Wednesday 4 February 2026

NXP abandons low-margin bets to chase the software-defined car

In an earnings call held on February 3, NXP Semiconductors NV reported fourth-quarter revenue of US$3.34 billion, representing a 7% increase year-on-year and a 5% sequential rise....

Wednesday 4 February 2026

PC price hikes in 2026 challenge IC design houses to rely on spec upgrades

Major PC brands and chip suppliers have recently warned that price increases for PC products in 2026 are likely unavoidable. Rising costs of memory and many other components continue...

Wednesday 4 February 2026

Memory and upstream material price hikes squeeze profits, Chinese panel makers shift to ultra-large sizes

Rising raw material costs and exchange rate fluctuations have driven upstream panel material suppliers in China to raise prices on glass substrates, polarizers, target materials, and...

Tuesday 3 February 2026

AMD and Broadcom back Powertech's FOPLP; monthly revenue to hit NT$3 billion

Memory packaging giant Powertech Technology is aggressively expanding into fan-out panel-level packaging (FOPLP), with chairman Duh-Kung Tsai optimistic about the AI industry. Amid...

Tuesday 3 February 2026

Japan's TDK leans on premium batteries while rare earth supply risks deepen

Despite delivering solid earnings, Japan's TDK Corporation warned that China's tighter rare earth export controls are heightening supply chain risks, placing growing procurement pressure...

Tuesday 3 February 2026

AI redraws data center power architecture as rack-level energy systems go mainstream

Generative AI (GenAI) is driving a surge in computing demand, pushing data center competition beyond server performance toward infrastructure...

Tuesday 3 February 2026

Edge IPC market enters maturity stage as robotics and medical applications gain traction

The year 2026 will be a critical year for large-scale rollout of edge AI. Supported by multinational firms and the Ten Major AI Infrastructure Projects initiative, IPC vendors are...

Tuesday 3 February 2026

King Slide and Nan Juen listed in Nvidia server rail supply chain; Fositek in promising position

Server rail maker King Slide Works benefited in 2025 from strong demand for high-end GPU/ASIC platforms, putting its server business at the forefront of its growth. Server rails account...

Tuesday 3 February 2026

Beijing officially lists 'future industries,' setting the stage for supply chain realignment

China has for the first time formally designated "future industries," with the framework for policy support now taking shape. The move signals a shift away from conceptual discussion,...

Tuesday 3 February 2026

Oracle plans US$50 billion fundraising in 2026, reportedly considering layoffs and asset sales

Oracle announced plans to raise US$45-50 billion in 2026 to expand its cloud infrastructure, aiming to meet demand from major customers including OpenAI, AMD, Meta, Nvidia, TikTok,...

Tuesday 3 February 2026

Intel's 14A mass production timeline faces skepticism with rising capacity and confidence challenges, says DIGITIMES analyst

Before Intel released its latest earnings report, market sentiment was unusually upbeat. In a DIGITIMES podcast program, DIGITIMES analyst Luke Lin noted that expectations were buoyed...

Monday 2 February 2026

Microsoft cuts Maia 200 chip costs by 30% amid GPU shortage and strong demand

Microsoft reported better-than-expected revenue and profit for its fiscal second quarter 2026, but concerns linger over slowing cloud growth. Despite expanding capital expenditure...

Monday 2 February 2026

Kinsus approves US$744M ABF expansion on clear three-year demand outlook

Kinsus, the IC substrate arm of Pegatron, has approved additional project-based capital spending totaling NT$23.5 billion (approx. US$744 million) to support ABF substrate equipment...

Monday 2 February 2026

Apple ramps up supplier price cuts to protect margins as costs rise

Apple reported strong results for its fiscal first quarter of 2026, but the company's supply chain did not share in the enthusiasm. The key reason is that Apple is feeling the impact...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

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