News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Friday 11 July 2025

Advanced packaging crisis hits as Asahi Kasei halts PSPI supply

Risks continue emerging one after another as the supply shortage of essential advanced packaging materials from Japan's chemical giant Asahi Kasei continues to escalate.

Thursday 10 July 2025

Jabil's infrastructure bet pays off with explosive AI-fueled growth

As competition intensifies in the AI hardware boom, Jabil is emerging as a pivotal force, leveraging its global supply chain expertise and strategic partnerships to secure long-term...

Thursday 10 July 2025

Taiwan UMT sees strong satellite orders despite June revenue dip

As the global low-Earth orbit (LEO) satellite industry enters a phase of rapid commercialization, demand for high-frequency communication components continues to climb. Taiwanese...

Thursday 10 July 2025

Taiwan's SAS group sees overseas solar momentum amid domestic slowdown

Sino-American Silicon Products Group (SAS) said that international solar cell demand is picking up steam even as Taiwan's domestic market struggles with project delays over the past...

Thursday 10 July 2025

TSMC posts record Q2 revenue despite strong currency headwinds

Taiwan Semiconductor Manufacturing Co. (TSMC) reported consolidated revenue of NT$263.709 billion (approx. US$8.11 billion) for June 2025, down 17.7% from May due to the sharp appreciation...

Thursday 10 July 2025

Mixed outlook for substrate market in 2H25: Price hikes mainly reflect rising costs

As the calendar moves into the second half of 2025, the traditional consumer peak season is gradually unfolding. The market expects that due to continuous increases in operating costs...

Thursday 10 July 2025

TSMC's CoPoS spurs industry shift as AI chip packaging hits glass ceiling

The global supply of CoWoS, or Chip-on-Wafer-on-Substrate, is tightening as demand for high-performance computing chips in AI applications continues to surge. These chips are simultaneously...

Thursday 10 July 2025

Philippine-made goods face higher US tariffs, affecting Taiwanese tech suppliers

Taiwan's networking industry showed divergent revenue results in June 2025, as companies navigated evolving market demands shaped by artificial intelligence (AI) and global supply...

Thursday 10 July 2025

Trump slaps 50% tariff on Brazil, while EU, India, and Taiwan await final decisions

US President Donald Trump unveiled a new round of tariff demand letters on Wednesday, including a 50% rate on Brazil, one of the highest so far announced for the levies which are...

Thursday 10 July 2025

Humanoid robots aren't ready yet, but linear actuators might change that

Tesla's decision to pause parts procurement and development for its Optimus humanoid robot has raised questions about the pace of progress in the humanoid robotics market. But supply...

Thursday 10 July 2025

Phison 2Q25 revenue hits record as NAND controller shipments surge

NAND flash manufacturers have been implementing production cuts, leading to urgent orders to surge and leaving a supply shortage for NAND controllers. Phison CEO K.S. Pua explained...

Thursday 10 July 2025

Asus June revenue hits 13-year high on AI, GPU, gaming tailwinds

Asus posted its highest monthly revenue in nearly 14 years (162 months) in June 2025, fueled by robust demand for Nvidia's GeForce RTX...

Thursday 10 July 2025

LG Energy Solution swings to profit as US battery demand lifts results

South Korea's LG Energy Solution (LGES) posted a significantly stronger operating profit in the second quarter of 2025, ending a streak of six consecutive quarters of losses and highlighting...

Wednesday 9 July 2025

How China's trade-in policy is reviving South Korea's 8‑inch chip sector

In the escalating US-China tensions, China's aggressive drive to boost domestic semiconductor production—coupled with a sweeping "trade-in" subsidy program—has led to...

Wednesday 9 July 2025

Amazon's Project Kuiper targets South Korea in global satellite push

Amazon's satellite internet venture, Project Kuiper, is accelerating its expansion into Asia, with a focus on South Korea, Taiwan, and...

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Aug 5, 11:49

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Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES