News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Friday 19 December 2025

Powertech eyes edge computing PDU market with distributed AI focus

Amid sustained high demand for AI computing power and accelerated deployment of data center expansions and edge AI applications, Powertech expressed an optimistic outlook for its...

Friday 19 December 2025

TI begins shipping chips from new 300mm Sherman fab in Texas

TI has begun shipping chips from its newest 12-inch semiconductor fabrication plant in Sherman, Texas, marking a key milestone in the company's long-term manufacturing expansion in...

Friday 19 December 2025

Brands cut specs and raise prices as memory supply turns scarce

Memory prices are surging, sending shockwaves through the supply chain as suppliers prioritize higher-margin cloud and AI server demand. Rising procurement costs are squeezing downstream...

Friday 19 December 2025

Memory shortage drives price hikes in China's PC and smartphone markets

China's 3C market has been reporting successive price hikes despite a sluggish macroeconomic environment and deflationary pressure. Xiaomi, followed by Honor, Lenovo, and Dell, have...

Friday 19 December 2025

Huawei returns to Taiwan tablet market, targets Apple with eye-care tech

Huawei has returned to Taiwan's tablet market with a clear point of differentiation: eye protection. Unveiled on December 17, 2025, the MatePad 11.5 (2025) targets growing tablet...

Thursday 18 December 2025

LG Energy Solution terminates US$6.5 billion EV battery contract with Ford amid demand concerns

LG Energy Solution (LGES) has ended a major electric vehicle (EV) battery supply agreement with Ford Motor Company valued at about KRW9.6 trillion (approx. US$6.53 billion). The termination...

Thursday 18 December 2025

AI servers and semiconductors drive Taiwan PCB peak season; TPCA forecasts 11% growth in 2025

Taiwan's printed circuit board (PCB) industry is set for robust growth in 2025, supported by strong demand from AI servers amid a weakening traditional smartphone market. The Taiwan...

Thursday 18 December 2025

China's AMD- and Nvidia-bred GPU rivals meet on the IPO stage

As global demand for AI computing power intensifies, China's domestic GPU sector has reached a milestone. Following Moore Threads' successful IPO earlier this month, MetaX, a GPU...

Thursday 18 December 2025

Niching targets multi-year vapor chamber upswing, insulates margins against metal costs

Niching Industrial Corp., a supplier of semiconductor packaging and testing materials, said revenue in 2025 is likely to hit a record high, driven by rising cooling demand from AI...

Thursday 18 December 2025

SYNergy ScienTech targets drone battery market after BBU expansion

Lithium battery maker SYNergy ScienTech is eyeing the growing demand for batteries in drones and unmanned vehicles by investing in related product development in 2025. With R&D...

Thursday 18 December 2025

Advanced packaging drives ABF substrate expansion as Taiwanese companies exit post-pandemic capacity cuts

As more AI GPU, CPU, and ASIC customers ramp up their market push, advanced packaging capacity continues to face tight supply. This has prompted upstream IC packaging substrate makers...

Thursday 18 December 2025

Micron's HBM4 production set on 1-beta process as India ATMP ramp slips to 2026

In a post-earnings analyst call on December 17, 2025, Micron Technologies outlined plans for capital expenditure in fiscal year 2026, driven by global construction projects and the...

Thursday 18 December 2025

Samsung investigates Taiwan sales amid memory shortage, with China and Singapore ties

The global memory market is being gripped by its most severe shortage and price surge in years, one driven by structural shifts rather...

Thursday 18 December 2025

SK hynix First to Complete Intel Data Center Certification for 256GB DDR5 RDIMM

Seoul, December 18, 2025 – SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has become the first in the industry to complete the Intel...

Thursday 18 December 2025

Micron hikes FY26 capex to US$20b to accelerate HBM and US fab output

Micron Technology is ramping up capital spending to address tightening memory supply, raising fiscal 2026 capex to about US$20 billion as it accelerates investments in high-bandwidth...

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