News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Monday 25 May 2026

Huawei targets AI optical networking with InP chip startup investment

Huawei is expanding deeper into AI optical networking and silicon photonics (SiPh) through a new investment in an indium phosphide (InP) optical chip startup, as rising AI data center...

Monday 25 May 2026

Samsung Electro-Mechanics secures large silicon capacitor supply contract

Samsung Electro-Mechanics (Semco)'s KRW1.5 trillion (approx. US$990 million) silicon capacitor supply contract with a major global company could reshape component supply for AI servers,...

Monday 25 May 2026

Nvidia, Intel, and AMD all in on AI: server supply chain faces shortage of orders, but does for three critical resources

Nvidia, AMD, and Intel are all optimistic about AI development. However, server supply chain companies admit that orders are no longer the issue. Instead, what is most lacking are...

Monday 25 May 2026

EGAT pivots into drones to capture US and European defense and commercial demand

Evergreen Aviation Technologies Corporation (EGAT) said it expanded into drone manufacturing to serve growing overseas demand, pursuing customers in the US and shipments to Europe...

Monday 25 May 2026

AI spending forces enterprises to shorten SaaS deals and demand new pricing protections

Rising enterprise investment in AI tools is prompting customers to compress traditional software-as-a-service contracts and extract stronger commercial protections, executives and...

Monday 25 May 2026

Tech Forum 2026: AI data centers turn to on-site power amid grid constraints

DIGITIMES analyst Sabrina Yu warned that artificial intelligence data centers face four major energy challenges — rising GPU thermal design power, a new high-voltage direct current...

Monday 25 May 2026

Syntec Technology profit hits record as AI drives factory automation demand

Syntec Technology reported record quarterly revenue and profit for the first quarter of 2026, as demand for high-end control systems and...

Monday 25 May 2026

AI server boom lifts memory interface chip leader, but DDR5 risks linger

Montage Technology, a company that does not manufacture memory chips itself but instead supplies the interface chips linking CPUs and memory, has quietly emerged as one of the semiconductor...

Sunday 24 May 2026

China smartphone sales plunge 16% around May Day holidays as memory price hikes squeeze demand

China's smartphone sales fell 16% year‑over‑year during the two weeks surrounding the 2026 May Day holiday, a drop that signals wider implications for global supply chains...

Sunday 24 May 2026

AI server boom squeezes Samsung Electro-Mechanics' component supply

Samsung Electro-Mechanics is emerging as another beneficiary of the AI data center buildout, as demand for high-end capacitors and package...

Saturday 23 May 2026

Hengs lists on Taiwan Innovation Board to scale solar-plus-storage across Asia-Pacific

Hengs listed on the Taiwan Innovation Board on May 22, positioning the firm to expand its solar-plus-storage and energy management services across the Asia-Pacific as corporate demand...

Saturday 23 May 2026

Lenovo revenue rises 27% as AI demand helps offset PC market strain

Lenovo reported a 27% increase in revenue for the fourth quarter of its 2026 fiscal year, which ended March 31, as demand tied to artificial...

Saturday 23 May 2026

Analysis: AMD bets the future of AI runs on CPUs as much as GPUs

Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often...

Friday 22 May 2026

Taiwan broadband CPE industry, 1Q 2026: 10G upgrades drive volume but pricing pressures linger

Introduction

Friday 22 May 2026

AMD's Lisa Su says memory is becoming another pressure point for AI chips

AMD CEO Lisa Su said the company is satisfied with its current CoWoS supply from TSMC, while noting that memory has become another pressure...

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