News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Thursday 20 November 2025

Musk eyes in-house chip fab, citing TSMC, Samsung fail to keep up with Tesla's AI ambitions

Tesla CEO Elon Musk has revealed intentions to construct an in-house wafer fabrication facility, or TeraFab, to meet soaring AI chip demand that surpasses current industry manufacturing...

Thursday 20 November 2025

China's top passive-component maker ignites 30% price surge

Price hikes are spreading across the passive component sector again. Following increases by several Taiwan-based suppliers, Guangdong Fenghua Advanced Technology (Fenghua Hi-Tech)...

Thursday 20 November 2025

Silver prices spike, but King Core holds off on hikes as Japan-Europe orders strengthen into 2026

King Core Electronics said it is watching the passive-component industry's price-hike discussions as silver costs soar, acknowledging that...

Thursday 20 November 2025

GMI Cloud's US$500 million project positions Taiwan as Asia's AI infrastructure hub

Driven by the expansion of AI computing centers and semiconductor fabs, high-safety lithium iron battery UPS and energy storage systems are becoming key to power infrastructure upgrades,...

Thursday 20 November 2025

Samsung regains DRAM leadership from DDR5 surge

In observing surging DDR5 prices, securities analysts predict that DDR5 profits in 2026 could surpass those of HBM. According to Newsis, Samsung Electronics raised contract...

Thursday 20 November 2025

ASML expands into advanced CoWoS packaging with new I-line system

Kuan-Cheng Hsu, ASML's Taiwan and Southeast Asia customer marketing head, highlighted that AI-driven semiconductor demand is entering its strongest growth cycle ever, accelerating...

Thursday 20 November 2025

Pegatron's T.H. Tung says memory price surge will not directly impact downstream foundries

Concerns over consumer electronics demand are increasing because of the memory price surge. Analysts warn that this could hurt the profits of downstream foundries. However, Pegatron...

Thursday 20 November 2025

Samsung's Austin chip plant surges to record 3Q25 profit, exceeding full-year 2024 earnings

Samsung Electronics posted a sharp rebound at its Austin semiconductor plant in the third quarter of 2025. The results signal renewed momentum for the company's US foundry operations...

Thursday 20 November 2025

Alltop forecasts strong 2026 for AI server and NEV demand surge

Taiwan-based connector vendor Alltop Technology expressed confidence in 2026 during its November 19 earnings call, highlighting the successful pilot production of AI server products...

Thursday 20 November 2025

Amkor invests US$177M to expand AI chip packaging in South Korea

Amkor, one of the largest US-based outsourced semiconductor assembly and test (OSAT) providers, has begun investing over KRW260 billion (approx. US$177 million) in South Korea to...

Thursday 20 November 2025

Rising memory prices put consumer electronics on edge

The recent memory shortage has widespread to affect all products, given that the high-bandwidth memory (HBM) demanded by cloud-based...

Thursday 20 November 2025

Nvidia sees a US$500bn Blackwell–Rubin pipeline through 2026 despite a muted China quarter

Nvidia sees clear visibility to US$500 billion in revenue from its Blackwell and Rubin platforms through the end of 2026, with AI infrastructure demand continuing to outstrip supply...

Thursday 20 November 2025

Nvidia’s 3Q FY26 blowout challenges talk of an AI bubble

Nvidia delivered another quarter of rapid growth in the third quarter of fiscal year 2026, with sales jumping 62.49% on soaring AI-related demand. Data center revenue led the performance,...

Thursday 20 November 2025

Henkel to Present Breakthrough Die Attach Technology in Upcoming Power Device Webinar

As the demand for high-performance power semiconductors continues to escalate across automotive and industrial sectors, Henkel is addressing one of the industry's most...

Thursday 20 November 2025

Edom says memory price hikes impact demand, but high-value-added products are less affected

IC distributor Edom Technology says that the notebook (NB) and networking markets are the two major development pillars for Taiwan, and that the networking market in particular holds...

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