News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Friday 23 January 2026

ASML leads chip equipment charge into advanced packaging

Global semiconductor equipment suppliers are accelerating their push into advanced packaging. They are positioning back-end processes as a new growth engine as artificial intelligence...

Friday 23 January 2026

TSMC and Samsung reduce 8-inch wafer capacity, but oversupply still remains

TSMC chairman C.C. Wei confirmed adjustments in 8-inch and mature process capacities to improve efficiency, with Samsung also cutting 8-inch output. Despite these reductions and price...

Friday 23 January 2026

TSMC reveals dual purpose behind Chiayi AP7 plant as Yunlin expansion looms

TSMC has significantly expanded its advanced packaging capacity in recent years to meet surging AI customer demand. Despite planning six to eight phases for the Chiayi site, internal...

Friday 23 January 2026

RDIMM spot prices blow past US$2,000, raising odds of 80% Samsung memory hike

Structural imbalances in the memory industry have emerged due to AI data center demand, sending server memory prices sky high and upstream manufacturers to go all out to increase profits...

Friday 23 January 2026

Intel’s “better than guidance” quarter comes with a catch

Intel's latest financials highlight a fragile turnaround: while AI-linked data center demand and early traction in advanced manufacturing offer strategic promise, weak margins, volatile...

Friday 23 January 2026

Intel slows its most ambitious node—and signals where the real battle is for now

Intel is sharpening its manufacturing strategy around yield improvement, selective capital spending, and differentiated advanced packaging, while keeping major 14A capacity investments...

Friday 23 January 2026

Taiwan air cargo volume set to hit historic peak in 2026, driven by AI and chip exports

Taiwan's air cargo is on track to reach a record high by 2026, propelled by strong demand for AI servers and advanced semiconductors primarily exported to the US. According to Taiwan's...

Friday 23 January 2026

NAND shortages help Phison to enter US server supply chain

Severe NAND flash shortages driven by AI servers have emerged, but have become a growth opportunity for Phison Electronics. Company CEO K.S. Pua said that the shortage is enabling...

Friday 23 January 2026

Greenet eyes 123% revenue surge in 2025 amid rising semiconductor green power demand

The urgent net-zero transition in high-tech sectors like semiconductors and AI computing is driving rapid growth in Taiwan's green power sales market. Greenet, a leading domestic electricity...

Thursday 22 January 2026

China rolls out trade-in subsidies again to support ICT device sales

Despite forecasts of a decline in sales of ICT products, including smartphones and notebooks, by 2026 due to memory supply shortages, China is introducing new purchase subsidies to...

Thursday 22 January 2026

OpenAI and ServiceNow partner to embed AI models and agents into enterprise workflows

OpenAI and enterprise software firm ServiceNow have forged a partnership to integrate advanced AI models and agents into ServiceNow's corporate workflows, enhancing capabilities in...

Thursday 22 January 2026

AI PC battle heats up as Nvidia and MediaTek join forces

Despite uncertain macroeconomic trends and rising memory prices with constrained supply, PC brands, suppliers, and research firms remain pessimistic about 2026 PC demand. However,...

Thursday 22 January 2026

Nvidia overtakes Apple as TSMC's largest customer

Nvidia CEO Jensen Huang said rising demand for AI computing has pushed the company past Apple to become the largest customer of Taiwan...

Thursday 22 January 2026

Kioxia warns of tight NAND supply through 2027

Kioxia, the world's third-largest manufacturer of NAND flash memory, has largely exhausted its production capacity for the current year...

Thursday 22 January 2026

GlobalWafers chair sees Taiwan's semiconductor edge, says AI is irreversible

On January 21, 2026, GlobalWafers chairwoman Doris Hsu spoke to the media about the recent US-Taiwan tariff agreement, which lowers Taiwan's reciprocal tariffs to 15% without stacking...

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BIZ FOCUS

Jan 6, 16:39

MSI Unveils Full Lineup of AI Products at CES 2026

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook