News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

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...

Tuesday 6 January 2026

CES 2026: AMD enlists OpenAI and Fei-Fei Li to unveil new AI roadmap

AMD CEO Lisa Su kicked off the CES 2026 keynote sessions by establishing a singular, dominant theme: Artificial Intelligence. Taking the stage,...

Tuesday 6 January 2026

CES 2026: SK Hynix showcases next-gen AI memory solutions

SK Hynix Inc. said it will showcase its next-generation AI memory solutions at CES 2026, where it plans to operate a customer exhibition booth at the Venetian Expo in Las Vegas from...

Tuesday 6 January 2026

Ampower secures TSMC backup power supply orders with visibility through 2028

As AI computing power rapidly grows alongside data center and renewable energy developments, global electricity demand is undergoing a swift transformation. Ampower, with over 30...

Tuesday 6 January 2026

Samsung, SK Hynix reportedly reject long-term DRAM contracts and raise prices by up to 70%

Reports in Korean business media say Samsung Electronics and SK Hynix are raising quoted prices for server DRAM by 60% to 70% for the...

Tuesday 6 January 2026

Drone boom drives shift to higher-end flight controllers

Rising use of commercial drones in logistics, energy inspection, surveying, and infrastructure monitoring is reshaping demand for microcontrollers...

Tuesday 6 January 2026

AI server cooling demand lifts Taiwan Microloops, liquid cooling revenue share to reach 20%

Thermal module maker Taiwan Microloops Corp. reported consolidated revenue of NT$317 million (US$10.2 million) in December 2025, up 56.04% year-over-year, sustaining double-digit...

Tuesday 6 January 2026

Samsung to restart construction of Pyeongtaek P5 chip plant

Samsung Electronics will resume structural construction at its Pyeongtaek P5 semiconductor plant next month. The company halted the project last...

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