News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Tuesday 19 August 2025

China's demand for AI chips and HBM equipment persists despite uncertainty over Nvidia H20 sales

China's semiconductor industry continues to expand capacity in mature process chips while strengthening self-production of AI chips, especially as the Chinese AI sector gained momentum...

Monday 18 August 2025

YS Tech cautiously optimistic for 2H25; bets on auto, HPC growth

Yen Sun Technology (YS Tech), a manufacturer of automotive electronics and technology systems, is optimistic that customer orders will return to normal once the US tariff situation...

Monday 18 August 2025

Phison profit drops on currency losses as NAND prices rise, CEO flags 2026 supply concerns

Phison Electronics reported a sharp decline in second-quarter 2025 profit as steep exchange-rate fluctuations eroded earnings, even as revenue climbed on stronger NAND pricing. Net...

Monday 18 August 2025

Between Tesla and China's Unitree, two diverging blueprints emerge for humanoid robots

Humanoid robots are generating intense hype, but supply-chain players remain wary, pointing to two uncertainties: unclear industrial use cases and lagging technical progress. With...

Monday 18 August 2025

Giga Solar Materials enters AI server market with Parker liquid cooling fittings distribution rights

Solar conductive paste manufacturer Giga Solar Materials (GSMC) announced on August 14 that it has obtained the rights to distribute US vendor Parker's AI server liquid cooling fittings...

Monday 18 August 2025

Strong demand for advanced nodes drives Topco's 1H25 revenue growth

Topco Scientific (TSC) stated during an earnings call on August 14, 2025, that current semiconductor market conditions are on par with the first quarter of 2025, adding that advanced...

Monday 18 August 2025

Tariff standoff, soft demand threaten to undercut Taiwan’s auto supply chain

In Taiwan, small and medium-sized enterprises (SMEs) form the backbone of the domestic auto supply chain—supplying everything from...

Monday 18 August 2025

Strong AI and HPC demand drives Daxin Materials' dual growth engines, ready to expand capacity

Daxin Materials reported solid operational performance in the first half of 2025, with expectations for continued growth in the semiconductor and display materials sectors in the...

Sunday 17 August 2025

Solteam defies EV industry slump with 38% surge in NEV revenue

In a challenging global environment that has dampened growth across the electric vehicle (EV) industry, Solteam held its investor briefing...

Sunday 17 August 2025

TSMC’s top wafer testing partner posts 78% surge as new facility ramps

Xintec Inc., TSMC's backend packaging and testing unit, posted a strong second-quarter 2025 rebound in wafer probe revenue, driven by increased outsourcing from TSMC and the accelerated...

Saturday 16 August 2025

Repon expects AI server demand to drive growth in 2H25 despite currency and tax challenges

Nan Juen International (Repon), a Taiwanese server rail manufacturer, expects shipments to keep rising in the second half of 2025, with AI servers, particularly Nvidia's GB series...

Saturday 16 August 2025

Trans-Sun reroutes production to Southeast Asia, poised for record year

Trans-Sun Materials Technology posted second-quarter 2025 revenue of NT$344 million (approx. US$11.5 million), up 16.7% from the prior quarter but 5.2% lower year-over-year. Operating...

Saturday 16 August 2025

AIDC wave puts AVC's liquid-cooling capacity on overdrive

Asia Vital Components (AVC) is facing overwhelming demand for liquid-cooling systems amid the AI server surge, with plants running at full capacity and orders significantly exceeding...

Saturday 16 August 2025

AI enters implementation phase; DFI optimistic about industry demand in 2H25

Benefiting from the continuous rise in embedded AI demand and the advancement of diverse vertical applications, embedded motherboard and industrial PC (IPC) provider DFI announced...

Friday 15 August 2025

Weltrend sees strong 2025 growth on AI server cooling chip demand

Weltrend Semiconductor projects strong double-digit revenue growth in 2025, fueled by rising demand for motor driver ICs in AI server cooling systems and an improving product portf...

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