News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Monday 5 January 2026

AI data centers pivot to HVDC as power management rivals memory in infrastructure priority

Nvidia's push for an HVDC 800V power design has opened a new growth window for the power management supply chain heading into 2026. IC...

Monday 5 January 2026

China memory makers' IPO line up: CXMT seeks US$4.2 billion, YMTC prepares filing

Strong AI demand has pushed the memory sector into a rare upcycle. China's leading DRAM maker CXMT is advancing an IPO application on the STAR Market, targeting CNY29.5 billion (US$4.21...

Monday 5 January 2026

Nexchip Semiconductor launches US$5.1bn Hefei fab to scale 28nm mature-node capacity

China's domestic foundry expansion gained momentum this week as Nexchip Semiconductor broke ground on its Phase IV project in Hefei, committing...

Monday 5 January 2026

NAFCO posts record December revenue and is optimistic for 2026

The National Aerospace Fasteners Corporation (NAFCO) revenue for December 2025 hit a new record of NT$405 million (approx. US$12.9 million), up 7.84% month-over-month and 19.61% year-over-year...

Monday 5 January 2026

Memory price surge drives profit windfall across sector

Memory demand remains elevated, with supply shortages driving prices sharply higher and triggering a broad profit surge across the sector. Memory module makers Adata and Team Group...

Monday 5 January 2026

SK On slows investment and delays Seosan factory expansion with EV market uncertainty

SK On, a battery unit of SK Innovation, has scaled back its investment plans and postponed the expansion of its new factory in Seosan, Chungcheongnam-do, South Korea, due to a slowdown...

Monday 5 January 2026

Smart wearable demand rises as 2026 poses challenges in costs and features

Smartwatch shipments returned to an upward trajectory in 2025 with products from Huawei, Xiaomi, Apple, and Samsung Electronics, further boosted by strong demand in China.

Monday 5 January 2026

Taiwan power chipmakers bank on AI data centers and auto orders for 2026 growth

Taiwan's power semiconductor suppliers are positioning for steady growth through 2026. The momentum comes from two fronts: artificial intelligence data centers adopting new power...

Saturday 3 January 2026

Micron and GlobalFoundries strengthen Singapore's position in advanced AI chip manufacturing

Singapore is drawing a new wave of semiconductor investment as global chipmakers expand advanced manufacturing tied to artificial intelligence infrastructure, reinforcing the city-state's...

Saturday 3 January 2026

Commentary: When the grid can't keep up with the algorithm

Artificial intelligence continues to be the central force behind the upcoming productivity revolution. Yet in the US, foundational energy constraints threaten to stall progress. The...

Saturday 3 January 2026

Analysis: Chip boom squeezes device makers as surging component costs threaten margins

The global semiconductor market is projected to reach US$1 trillion as early as 2026, significantly ahead of previous industry forecasts targeting 2030. The World Semiconductor Trade...

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,...

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