News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Friday 17 April 2026

Tesla AI5 reaches tape-out; SK Hynix memory spotted in early sample

Tesla has reached the tape-out stage for its next-generation AI chip, AI5, marking a milestone in its in-house semiconductor development...

Friday 17 April 2026

CPU shortage more acute than memory; industry awaits Intel 18A yield improvement

A global CPU shortage is disrupting PC and industrial-computing supply chains, as processors are out of stock even at premium prices, while memory is limited but purchasable. The scarcity...

Friday 17 April 2026

TSMC chairman C.C. Wei denies customer favoritism regarding tight 1Q26 capacity

TSMC delivered an above-expectations financial performance in the first quarter of 2026 and remains optimistic about continued strong demand for advanced process technologies entering...

Friday 17 April 2026

Interview: Semidynamics expands from SoC to rack-level solutions, targeting memory-intensive AI inference

Spain-based AI chip startup Semidynamics has recently seen a wave of positive developments. Its first chip, fabricated on TSMC's 3nm process, has successfully completed tape-out, and...

Friday 17 April 2026

Visionox starts 8.6G AMOLED tool install, pushes FMM-free OLED

China-based display maker Visionox is stepping up its push into next-generation AMOLED manufacturing, announcing on April 15 a key milestone at its 8.6-generation production line in...

Friday 17 April 2026

Taiwan and Japan solidify lead in transmission component market for humanoid robots

The rise of new hardware designs for humanoid robots has created fresh opportunities across the supply chain, with linear actuators — which act as the muscles of robots that...

Friday 17 April 2026

J&V Energy Technology's Greenet to list on OTC in May 2026 as it pursues rapid capacity expansion

J&V Energy Technology's Greenet plans to list on the OTC market in May 2026 and is fully booked, signaling a rapid global push into green power as it seeks to scale to 800-850...

Thursday 16 April 2026

TSMC enters 2nm mass production, scales 3nm capacity

TSMC laid out its capacity expansion plans and advanced node progress at its first quarter 2026 earnings call. Chairman C.C. Wei reaffirmed Taiwan as the primary base for leading-edge...

Thursday 16 April 2026

Yageo posts 40% YoY profit rise in 1Q26, driven by AI demand, price hikes

Passive component manufacturer Yageo held its first-quarter 2026 online earnings call on April 15, reporting strong financial results. Company CEO David Wang said that robust demand...

Thursday 16 April 2026

China smartphone market shifts to premium, Huawei and Apple lead in 1Q26

China's smartphone market contracted in the first quarter of 2026, but stronger-than-expected demand for premium devices from Huawei and Apple helped cushion the decline and reshape...

Thursday 16 April 2026

Taiwan analog IC firms show varied 1Q26 revenue; motor control and DDR5 PMIC drive growth

Taiwanese analog IC companies have recently released their full revenue figures for the first quarter of 2026, revealing mixed performances. Firms with rapidly growing new businesses...

Thursday 16 April 2026

MCU demand pull-in lifts first-quarter sales, inflation risk clouds outlook

The traditional off-season for consumer electronics showed unexpected strength in the first quarter of 2026, with microcontroller (MCU)...

Thursday 16 April 2026

Global Expansion of 2.5D/3D Packaging: Strategic Moves in the US, Asia, and Beyond

Introduction

Thursday 16 April 2026

Samsung pushes HBM4 yields as advanced testing and cutting technologies emerge

Samsung Electronics is accelerating efforts to improve yields for its sixth-generation high bandwidth memory (HBM4), as it seeks to narrow the gap with market leader SK hynix. According...

Thursday 16 April 2026

TSMC lifts full-year outlook above 30% as AI demand powers another record quarter

Fresh off a quarter in which it beat its own margin forecasts by a wide margin, TSMC issued second-quarter guidance that signals the AI-driven chip boom is accelerating rather than...

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Apr 28, 08:00

AI anti-fraud solution wins virtual asset security hackathon

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RESEARCH INSIGHTS

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