News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Friday 2 January 2026

Memory shortages to persist through 2026 as AI server demand surges

Global memory markets are expected to remain tight through 2026 as aggressive spending by cloud service providers (CSPs) on AI infrastructure...

Friday 2 January 2026

Global auto market faces turning point in 2026 as competition in China intensifies

The global automotive market reached a critical turning point in 2025 amid unprecedented pressures from tariffs, policies, and inflation, triggering preemptive buying before expected...

Friday 2 January 2026

Walsin Lihwa and Taya see copper price gains extend to 2026 on AI, EV, grid demand

Copper prices are expected to continue rising through 2026, driven by strong demand from AI data center construction, growth in the electric vehicle (EV) industry, and power grid...

Friday 2 January 2026

Taiwan networking firms expect 2026 growth as AI drives switch upgrades and Wi‑Fi 7 adoption

Taiwanese networking companies are broadly optimistic about returning to growth in 2026 as an AI-driven expansion moves beyond chips and servers into network transmission layers,...

Friday 2 January 2026

Power supply chain weighs price hikes, long-term contracts as copper price increases

In the midst of the global energy transition, expanding AI infrastructure, and rising electricity demand, international copper prices have recently remained at high levels, bringing...

Friday 2 January 2026

Foxconn partners with Pace CCS to advance carbon capture tech in Taiwan

Foxconn (Hon Hai Precision) has teamed up with UK-based carbon capture and storage (CCS) design firm Pace CCS to establish a joint laboratory in Taiwan, focusing on developing corrosion-prevention...

Friday 2 January 2026

Smartphones and notebook prices could increase as memory lead times extend

Demand for high-bandwidth memory (HBM) is crowding out production capacity for consumer memory. Despite capacity expansions by major memory makers, including Micron, Samsung, and...

Friday 2 January 2026

South Korea's quantum equipment makers anticipate major orders as data centers adopt QPU

As quantum technology, one of South Korea's national strategic technologies, gradually shifts from government-led R&D to the private sector, growing AI computing workloads have...

Friday 2 January 2026

China demand pushes Nvidia to seek more H200 capacity from TSMC

Nvidia is in talks with TSMC to expand production of its H200 artificial intelligence chips as Chinese technology companies move to secure large orders for 2026, according to Reuters...

Friday 2 January 2026

AGI Repositions Storage for AI Era at CES 2026

As AI applications rapidly expand across PCs, mobile devices, and content creation workflows, there is a parallel surge in demand for high-resolution video, real-time...

Friday 2 January 2026

2026 electronics industry outlook

As 2026 begins, DIGITIMES has conducted in-depth analyses of sectors within the electronics industry. The current landscape theme can be described as "one core, two keys, three drivers."...

Friday 2 January 2026

Intel and Samsung advance 2nm GAA, but yield gaps leave TSMC as the sole external supplier

TSMC has officially commenced volume production of its 2nm (N2) semiconductor process in the fourth quarter of 2025, marking a milestone as the first foundry worldwide to offer chiplet...

Friday 2 January 2026

Server ODMs remain bullish through the end of 2026 despite bubble concerns

Although AI bubble concerns persist, server ODMs remain optimistic about 2026. Nvidia's GB300 began shipping in the fourth quarter of 2025, and the new Vera Rubin architecture expected...

Thursday 1 January 2026

China capacity expansion and weakening end-market demand prompt cost reductions for 28nm process

The 28-nanometer process has become the most popular node among mature processes. It boasts the highest utilization rates and the strongest price support. However, market conditions...

Thursday 1 January 2026

2026 AI server demand tied to profitable AI as unmonetizable projects stall

As AI adoption accelerates, global and US economies in 2025 have been increasingly driven by technology companies' investments in AI infrastructure. Analysts warn that next year's...

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