News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Monday 15 December 2025

NetApp unfazed by memory shortages as it projects strong 2026 growth

NetApp Taiwan general manager Peter Chu said the transition from early AI experimentation to agentic AI running mission-critical workloads...

Monday 15 December 2025

Taiwanese IPC firms gain foothold in global aerospace and defense electronics amid rising demand

Global demand for military and aerospace electronics has surged since 2024, driven by escalating geopolitical tensions, increased defense spending, and rapid progress in unmanned...

Monday 15 December 2025

Taiwan set for 2026 outperformance on AI, advanced chip orders

Global growth is poised to lose momentum. IMF forecasts show global GDP easing from 3.3% in 2024 to 3.2% in 2025 and 3.1% in 2026. China's...

Monday 15 December 2025

Global expansion drives 50% revenue surge for Aurotek through automation and robotics

Aurotek has reported a robust 50% increase in consolidated revenue for the first 11 months of 2025, fueled by sustained manufacturing globalization that is accelerating demand for...

Monday 15 December 2025

Micron's DDR5 outsourcing ramp redraws memory packaging trajectories through 2026

Memory demand remains overheated and supply tight, driving upstream manufacturers to lift utilization while majors such as Micron pivot toward customized, higher value-added output...

Monday 15 December 2025

Offshore wind key to Taiwan energy autonomy, with developers calling for third-party info platform

Despite rising offshore wind installation costs due to the pandemic and the Russia-Ukraine war, with some projects experiencing delays, offshore wind remains a critical option supporting...

Sunday 14 December 2025

Shih Her Technologies sees rising semiconductor demand driving growth despite labor challenges

Precision parts cleaning, once considered a routine task, has become a vital part of the semiconductor supply chain due to increasing demands for advanced process yields. Shih Her...

Saturday 13 December 2025

South Korea races to scale nuclear fusion with compact reactors

Amid a global push for carbon neutrality and soaring electricity demand, nuclear fusion is moving back into the spotlight—not as a distant scientific aspiration, but as a potential...

Friday 12 December 2025

Weikeng anticipates AI data center demand to boost computing and power management sales, targeting 50-60% growth by 2026

Taiwanese integrated circuit (IC) distributor Weikeng projects robust revenue growth driven by rising demand for AI data center computing and power management solutions, with AI server-related...

Friday 12 December 2025

King Shing Industrial sets 1H26 start for automated production in Thailand

King Shing Industrial is accelerating its shift into AI-enabled mobility systems while strengthening its core automotive aftermarket business in North America. The Taiwan-based motor...

Friday 12 December 2025

Camellia expands automotive sector revenue with three-phase Southeast Asia strategy

Steel bar and wire maker Camellia Metal has steadily grown sales from the automotive sector, increasing the sector's share of revenue from 33% in 2023 to 39% in 2025 despite challenging...

Friday 12 December 2025

VPEC will focus on optical components in 2026

AI data centers are seeing rapidly increasing demand for HPC and big data processing. The shift from traditional copper wiring to fiber optics boosts data transfer rates while lowering...

Friday 12 December 2025

Taiwan firms tighten hold on AI-server PCB drilling supply chain

Explosive AI infrastructure investment is driving a broad upgrade across the PCB value chain, pulling high-end AI server and materials demand sharply higher. PCB layer counts and...

Friday 12 December 2025

AI infrastructure shift boosts BBU, fuel-cell, and SMR momentum

As AI compute hubs expand rapidly, data center power demand is rising fast. AI servers are being redesigned across cooling, power and resilience, especially in HVDC, modular power...

Friday 12 December 2025

TSMC pauses work on second Kumamoto wafer fab amid potential shift to AI chip production

TSMC, through its Japanese subsidiary Japan Advanced Semiconductor Manufacturing (JASM), has halted construction on its second wafer fabrication facility in Kikuyo Town, Kumamoto...

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