News tagged demand at DIGITIMES

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Friday 18 September 2026

Winbond cements server NOR lead with Infineon deal

Winbond Electronics is expanding its NOR Flash footprint and has agreed to pay US$1.12 billion in cash to acquire Infineon's NOR Flash and F-RAM businesses, a move that will lift it...

Friday 18 September 2026

CXMT eyes NAND amid global shortage, taking aim at YMTC

ChangXin Memory Technologies (CXMT) is preparing to expand beyond DRAM into NAND flash, a move that would push China's leading DRAM...

Friday 18 September 2026

Doosan commits KRW968 billion to CCL expansion as demand strains capacity

Doosan is investing KRW968.4 billion (approx. US$701 million) to expand high-end copper-clad laminate (CCL) production in South Korea and China, its largest-ever investment in the...

Friday 18 September 2026

China's memory push gains ground across LPDDR6, advanced NAND, with HBM still the test

AI is reshaping the global memory industry, tightening supply while creating an opening for China's domestic suppliers. With Samsung...

Friday 18 September 2026

Chip equipment makers face waits of up to 40 months for critical parts

The semiconductor industry's capacity crunch is moving deeper into the equipment supply chain, with shortages of specialized components stretching delivery times as chipmakers accelerate...

Friday 18 September 2026

iPhone 18 Pro sellouts across Taiwan as foldable Duo looms

Apple's iPhone 18 Pro series will go on sale on September 18, and Taiwan's major e-commerce platforms and telecom carriers have released preorder results ahead of launch. Data show...

Friday 18 September 2026

Micron: AI memory crunch rewrites the market with long-term deals and custom designs

As the AI boom spreads from data centers to edge devices and robotics, Micron Technology executives are warning that memory has become a core bottleneck determining the upper limits...

Friday 18 September 2026

Taiwan central bank keeps rates unchanged as inflation stays contained

Taiwan's central bank left interest rates unchanged on the 17th, saying inflation remains manageable and the economy is still growing steadily. The decision came as the US Federal...

Friday 18 September 2026

Taiwan central bank warns market stability hinges on AI monetization

Taiwan's Central Bank said on the 17th that the success or failure of AI monetization will determine its long-term economic benefits and impact on financial markets. It urged Taiwanese...

Friday 18 September 2026

Housing slump and plant builds diverge as Tung Ho Steel sees AI demand support

Electric-arc furnace steelmaker Tung Ho Steel said Taiwan's real-estate slowdown has dragged down rebar orders in 2026, while high-tech investment and plant construction have strongly...

Friday 18 September 2026

Samsung Display reportedly taps Sunic for KRW300 billion RGB OLEDoS push

Samsung Display (SDC) is reportedly preparing to invest about KRW 300 billion in a 12-inch RGB OLED-on-Silicon (OLEDoS) production line, moving the next-generation microdisplay technology...

Friday 18 September 2026

FCS Group eyes North America layout, as plastics industry turns to material innovation

The spotlight has been on industry innovation at the 2026 Taipei International Plastics and Rubber Industry Show (TaipeiPLAS), as Taiwan's...

Friday 18 September 2026

AI's next infrastructure squeeze is storage: Seagate sees demand accelerating

Seagate's 2026 Data Infrastructure Readiness Report finds that enterprise AI strategies are moving beyond early-stage adoption toward broader deployment, increasing the importance...

Friday 18 September 2026

FIT hedges its AI optics bets with Corning EBO, TSMC co-packaging talks

Foxconn Interconnect Technology (FIT) chairman Sidney Lu said AI demand remains strong, with overall capacity near full utilization...

Friday 18 September 2026

Nan Ya accelerates AI materials shift with major capacity expansion

Nan Ya Plastics is speeding up its transformation in electronic materials as cloud service providers expand capex at a rapid pace, making...

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Sep 18, 14:29

SK hynix Launches 'SK hynix Ventures' in Silicon Valley

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