News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Tuesday 7 July 2026

Memory prices defy cooling hopes as AI demand drives fresh 3Q26 hikes

Memory contract prices are poised for another sharp rise in the third quarter of 2026, even after several quarters of hikes have already...

Tuesday 7 July 2026

Micron, Ford sign long-term memory supply agreement

Micron Technology and Ford Motor Company have entered into a long-term supply agreement to strengthen access to automotive memory and storage products. The deal underscores how chip...

Tuesday 7 July 2026

Transcend posts record revenue in 2Q26 on strong demand

Memory module maker Transcend Information reported consolidated revenue of NT$5.07 billion (approx. US$138.66 million) for June 2026...

Tuesday 7 July 2026

AI's bottleneck has shifted from chips to infrastructure — China plans it centrally, US fights it out locally

The cancellation of Blackstone-owned QTS' planned Digital Gateway data center project in Virginia underscores a new challenge for the...

Tuesday 7 July 2026

TSMC's AI bottleneck spills demand across the semiconductor supply chain

Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity...

Tuesday 7 July 2026

Samsung's Q2 operating profit rockets 1,810% YoY, overtakes NVIDIA as tech's most profitable company for the quarter

Samsung Electronics' preliminary second-quarter results show operating profit of KRW89.4 trillion (about US$58.4 billion) — a record high that not only dwarfs the company's own...

Tuesday 7 July 2026

SYM sees Taiwan motorcycle market rising up to 10% in 2026

Sanyang Motor (SYM) said Taiwan's motorcycle market could grow as much as 10% in 2026, with the company aiming to keep market share above 40%. The outlook came as SYM introduced its...

Tuesday 7 July 2026

Taiwan electric scooter market heads into 2026 facing shortages and weak demand

Taiwan's electric scooter market entered 2026 under pressure from shortages in charging infrastructure, new models and buyers, while the island's motorcycle market remained dominated...

Tuesday 7 July 2026

Samsung SDI secures AI data center battery supply deal with Simplo

Samsung SDI has started supplying battery cells for AI data centers to Taiwan-based Simplo Technology, according to The Elec. The deal connects a South Korean cell maker with...

Tuesday 7 July 2026

BBU demand lifts Taiwanese battery module makers as AI server adoption expands

Battery backup (BBU) module demand from AI servers continued to rise in June, supporting revenue growth at Taiwanese suppliers AES-KY, Simplo Technology and STL. These companies have...

Tuesday 7 July 2026

Fulltech's Thailand plant targets AI and satellite demand

Fulltech held the groundbreaking ceremony for phase one of its new Thailand plant on July 5, 2026, with chairman Yuan-Pin Chang saying the project will require about NT$3.1 billion...

Tuesday 7 July 2026

Chicony Electronics reports June revenue gain as AI PC demand builds

Chicony Electronics said June 2026 revenue rose on quarter-end pull-in demand, with power supply products leading the increase. The Taiwanese electronics supplier said the mix of higher-end...

Tuesday 7 July 2026

JLC revenue climbs 40% as Taiwan's circular economy law takes effect

JLC reported a sharp rise in June revenue after Taiwan's Resource Circularity Promotion Act took effect, while the lead-acid battery recycler also benefited from early investment in...

Tuesday 7 July 2026

Sercomm posts record second-quarter revenue as AI boosts broadband demand

Sercomm reported record June 2026 revenue of NT$7.27 billion, up 12.2% from May and 70.8% from a year earlier, as AI-related network...

Tuesday 7 July 2026

Apple foldable to lift OLED TDDI demand

While the overall mobile market outlook for the second half of 2026 is not especially strong, foldable phones are drawing attention...

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Jul 30, 08:00

EDOM Accelerates Edge AI Deployment with NVIDIA Technologies

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