News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Sunday 13 September 2026

AI, 5G upgrades lift Taiwan's top three telecoms in August

Strong demand for AI and AI data centers, along with a wave of enterprise information and communications technology (ICT) projects moving into delivery, helped Taiwan's top three telecom...

Sunday 13 September 2026

Delays trim CAEC August sales, but UPS demand outlook stays firm

Changs Ascending Enterprise (CAEC) said some shipments of lithium iron phosphate battery systems used in semiconductor uninterruptible...

Sunday 13 September 2026

Taiwan's BTL builds new plant for high-power AI server testing, eyeing 4Q27 launch

Electronic testing and certification provider BTL Inc. has kicked off construction plans for Guishan Plant 3. The expansion targets high-power testing capacity for AI server systems,...

Saturday 12 September 2026

Apple foldable plans drive new demand for Japanese smartphone parts makers

Apple’s move into foldable smartphones is creating fresh business for Japanese component makers with expertise in thin, lightweight and compact designs. According to Nikkei...

Saturday 12 September 2026

AI server boom reshuffles MLCC supply, opening a rare expansion window for Taiwan makers

Strong demand for AI computing is creating a capacity squeeze across the passive-component industry, opening new opportunities for Taiwanese...

Saturday 12 September 2026

Taiwan sees AI-era power upgrade openings in France

Taiwan's power and energy companies are looking to grow their presence in Europe. To support that push, the Chinese International Economic Cooperation Association (CIECA) organized...

Friday 11 September 2026

Kioxia eyes US listing amid NAND profit rebound

Kioxia's planned US listing could broaden the Japanese memory maker's access to global institutional investors as a sharp recovery in NAND profitability coincides with stronger data-center...

Friday 11 September 2026

Apple phones drive premium upgrade wave for carriers

Apple's newly unveiled iPhone 18 Pro series and the company's first foldable phone, the iPhone Duo, have prompted Taiwan's three major telecom operators to roll out pricing plans and...

Friday 11 September 2026

ficonTEC breaks CPO test bottleneck, teams with Hermes Testing

German silicon photonics (SiPh) test equipment maker ficonTEC has broken through a major bottleneck in co-packaged optics (CPO) "electrical-in, optical-out" testing and launched what...

Friday 11 September 2026

Chipmaking equipment spending could hit US$270 billion by 2030, Futurum says

Global wafer fab equipment (WFE) spending could reach about US$270 billion in 2030 as data center expansion drives demand for advanced logic, high-bandwidth memory (HBM), DRAM and...

Friday 11 September 2026

CIOE 2026: Automotive optical-module demand could rival FTTx shipments by 2030

Automotive optical-module demand could approach the scale of the established FTTx market by around 2030 as increasingly data-intensive vehicles shift high-bandwidth connections from...

Friday 11 September 2026

Nvidia expands Australian AI factory push as global demand rises

Nvidia's latest partnerships in Australia could reshape where AI capacity is built and who can access it. The plan links power, data centers, and open models to local innovation, while...

Friday 11 September 2026

CIOE 2026: Smartphone camera market faces deeper slump as Apple draws attention in Shenzhen

The smartphone camera market drew renewed attention at CIOE 2026 in Shenzhen, but the focus did not signal a broad recovery. For readers worldwide, the outlook matters because weak...

Friday 11 September 2026

ASPEED plans December BMC price hikes to fuel server security footprint

As demand for AI servers intensifies and supply chain bottlenecks continue to ease, shipment momentum for baseboard management controller...

Friday 11 September 2026

Oracle turns its AI build-out into a delivery number, the cost lands where management said it would

Oracle used its fiscal 2027 first-quarter earnings call to recast the question about its AI infrastructure business from whether demand...

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Sep 11, 08:00

DAS Expands in Taiwan and Unveils World First at SEMICON

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