News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Wednesday 28 January 2026

TI sees uneven recovery: Industrial rebuilds and data center booms, but consumer electronics fade

Texas Instruments' latest commentary during its Q4 2025 earnings call on January 27, 2026, shows a company increasingly shaped by industrial, automotive, and data center demand, even...

Wednesday 28 January 2026

TI accelerates capacity push, shrugs off memory shortages

Texas Instruments (TI) signaled urgency around capacity planning, stressing that today's capital spending choices will determine its ability to serve demand years ahead, while downplaying...

Wednesday 28 January 2026

Taiwan-US tariff resolution to boost machine tool industry, signaling structural recovery and growth

Following the resolution of tariffs between Taiwan and the US, market concerns are expected to ease, leading to clearer procurement signals from end users and fostering optimism that...

Wednesday 28 January 2026

China's TV subsidies lose traction, shipments likely to decline in 2026

China will continue implementing its national subsidy policy in 2026, but with stricter conditions and higher thresholds. Judging from TV sales trends in 2025, the subsidies had already...

Wednesday 28 January 2026

China's conditional H200 approval rewire Samsung-SK Hynix rivalry

China has reportedly been conditionally approving corporate purchases of Nvidia's H200, reshaping HBM supply-demand dynamics. According to Seoul Economic Daily and G-enews,...

Wednesday 28 January 2026

Memory shortages raise alarm across the auto industry

A deepening global memory chip shortage is beginning to raise serious concerns within the automotive industry, as surging demand from artificial intelligence (AI) applications increasingly...

Wednesday 28 January 2026

Taiwan's auto market sees cautious recovery as tariff talks and tax reforms bring clarity for 2026

Taiwan's automotive market faced caution and subdued consumer demand throughout 2025 due to uncertainties over US tariffs and delayed tax amendments. Market confidence improved late...

Tuesday 27 January 2026

Taipower taps Westinghouse for nuclear restart safety checks in the face of AI power surge and net-zero pressures

Taiwan Power Company (Taipower) has launched autonomous safety inspections for the planned restart of its second and third nuclear power plants, targeting submission of formal reactivation...

Tuesday 27 January 2026

Semco reports record revenue for 2025, driven by AI and automotive sectors

Samsung Electro-Mechanics (Semco) achieved a record annual revenue of approximately KRW11.31 trillion (approx. US$7.79 billion) in 2025, marking a 10% increase from the previous year,...

Tuesday 27 January 2026

TSMC and Nvidia ignite AI growth, Taiwan supply chain accelerates expansion

With strong demand for AI servers, TSMC—holding the vast majority of AI chip orders—is executing major expansions in advanced process technology and packaging capacity...

Tuesday 27 January 2026

Taiwan's machine tool industry faces pressure; China, Japan, and South Korea still struggle, even with price edge

The removal of US tariffs on Taiwan's machine tools has leveled the playing field with major competitors Japan and South Korea, offering some relief to the industry. However, while...

Tuesday 27 January 2026

Samsung favors high-margin memory clients, squeezing TV and appliance units

Samsung Electronics' television and home appliance divisions are struggling to secure memory supplies as rising prices prompt the company's semiconductor arm to prioritize higher-margin...

Tuesday 27 January 2026

TPCA predicts 13.9% rise in global PCB market in 2026 amid AI-driven capacity shift

The rapid expansion of artificial intelligence (AI) computing is fueling a new wave of structural growth in the global printed circuit board (PCB) industry.

Tuesday 27 January 2026

Memory crunch accelerates notebook orders, reshapes 2026 demand

Rising memory prices and persistent supply tightness are prompting PC brands to pull forward notebook orders, disrupting traditional seasonal...

Tuesday 27 January 2026

Apple, Qualcomm rethink heavy reliance on TSMC as costs rise

Even as TSMC retains a clear technological lead in advanced process nodes, Apple and Qualcomm are reassessing how heavily they rely...

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