News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Wednesday 7 January 2026

Marvell to acquire XConn to expand PCIe and CXL switching portfolio

Marvell Technology has agreed to acquire XConn Technologies to strengthen its position in PCIe, CXL, and UALink switching for AI data center infrastructure, as demand grows for scale-up...

Wednesday 7 January 2026

Apple reportedly locks in NAND through 2026 ahead of DRAM price spike

Apple has secured enough NAND flash memory to sustain production through the first quarter of 2026. But the iPhone maker is facing steep price increases for DRAM as artificial intelligence...

Wednesday 7 January 2026

Zhen Ding Tech ramps 10 plants as 2026 capex tops US$1.6bn

Looking ahead to 2026, PCB industry leader Zhen Ding Tech. (ZDT) said demand remains solid across high-end applications such as AI servers, optical communications, and IC substrates,...

Wednesday 7 January 2026

Global top-3 memory maker status, 4Q25

Introduction

Wednesday 7 January 2026

CES 2026 lays bare Meta's AI wearables bottleneck in midst of 'unprecedented' demand

Meta utilized the CES 2026 stage to unveil significant enterprise-grade updates to its wearable ecosystem, though the presentation was tempered...

Wednesday 7 January 2026

Sigurd hits revenue highs on AI momentum, ramps up expansion with NT$6 billion capex plan

Benefiting from strong demand for artificial intelligence (AI) smartphones and AI servers, IC testing giant Sigurd Microelectronics announced that its December 2025 revenue surpassed...

Wednesday 7 January 2026

CES 2026: AMD's Lisa Su predicts YottaScale compute to be turning point

AMD CEO Lisa Su stated at CES 2026 that the industry has officially entered the "YottaScale" era, marking a shift toward new performance benchmarks. In an interview with CNBC,...

Wednesday 7 January 2026

China's auto market in 2025: million-unit clubs and a reshaped race

As China's auto market wrapped up 2025, disclosures from leading carmakers confirmed another milestone year. Vehicle exports are expected to surpass 7 million units, ranking first...

Wednesday 7 January 2026

Nvidia CEO downplays memory supply concerns, highlights exclusive use of HBM4

Nvidia CEO Jensen Huang addressed concerns regarding recent memory supply shortages during a press conference at CES 2026, stating that Nvidia will be the exclusive consumer of sixth-generation...

Wednesday 7 January 2026

H200 shipments to China set to start with low-profile approach, says CEO Jensen Huang

Nvidia has expressed optimism about resuming sales of its H200 AI chips to China, while stressing that any return to the market will proceed quietly, without public announcements...

Wednesday 7 January 2026

LCD monitor panel prices rise alongside TV panels amid supply tightness

The LCD monitor end market entered a seasonal downturn at the start of 2026, with panel demand relatively weak. However, rising LCD TV panel prices and some brands increasing inventory...

Wednesday 7 January 2026

Quanta sees a decade-long AI server cycle, warns growth isn't instant

Mike Yang, executive vice president of Quanta Computer and president of Quanta Cloud Technology (QCT), said AI demand differs fundamentally from notebooks and traditional servers,...

Wednesday 7 January 2026

Taiwan's Fulltech moves to capture the high-margin glass fiber market due to shortages

As demand for high-end applications such as artificial intelligence and 5G communications continues to build into 2026, concerns are mounting over persistent shortages of glass fiber...

Wednesday 7 January 2026

Samsung speeds Pyeongtaek P5 fab toward 2028 output

Samsung Electronics is accelerating construction of its P5 semiconductor line in Pyeongtaek, South Korea, as it moves toward a 2028 production...

Wednesday 7 January 2026

Luxshare invests US$520 million in Vietnam for Meta VR production expansion as demand rises

Chinese electronics manufacturer Luxshare Precision Industry Co. is set to further expand its manufacturing footprint in Vietnam, with a new round of investment focused on virtual...

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