CONNECT WITH US
NEWS TAGGED DEMAND
Saturday 7 November 2026
WT Microelectronics Chairman says AI growth holds as auto, industrial markets recover
WT Microelectronics chairman Eric Cheng said November 5, 2026, that the long-term AI growth trend remains intact, while the automotive and industrial markets have both passed their...
Saturday 7 November 2026
Global AI memory crunch drives Taiwan to launch advanced memory initiative
The boom in AI demand has triggered a global memory crunch, creating persistent supply shortages and price hikes. The market is currently dominated by Samsung Electronics, SK Hynix,...
Saturday 7 November 2026
Solidigm eyes US NAND fab as funding questions linger
Solidigm, a subsidiary of SK Hynix, is considering building a NAND flash wafer fab in the US. Funding and the investment timeline have yet to be settled, but DIGITIMES Intelligence...
Saturday 7 November 2026
DIGITIMES Insight: Cloud LLMs drive sharp increase in KV cache demand; establishes three key directions for SSD development
DIGITIMES observes that as large language models (LLMs) and agentic AI development become increasingly widespread, it is driving not only significant growth in data center CPU demand...
Friday 6 November 2026
LX Semicon posts first quarterly operating loss since IPO
South Korean chip designer LX Semicon posted its first quarterly operating loss since going public in 2010, as weak demand for display chips and pricing pressure from electronics manufacturers...
Friday 6 November 2026
TV panel makers hold prices firm in November despite fading demand, with supply cuts proving crucial
The global TV panel market entered a period of fragile equilibrium in November 2026 following the end of peak-season inventory replenishment. Although TV brands have become more cautious...
Friday 6 November 2026
China's NSIG sees silicon wafer prices rebound, but profitability remains elusive
National Silicon Industry Group (NSIG) expects to complete its expansion to 1.2 million 300mm silicon wafers per month by the end of 2026, positioning the Chinese semiconductor materials...
Friday 6 November 2026
China's chip equipment makers ride record AI orders into 2027, but new challenges lie ahead
Chinese semiconductor equipment makers report record orders extending into 2027, with AI-driven investment in advanced memory, logic chips and packaging strengthening demand for domestic...
Friday 6 November 2026
V5 Technologies posts 69.7% revenue growth in first 10 months
V5 Technologies, a major provider of advanced semiconductor optical inspection and image-processing software, reported consolidated revenue of NT$316 million (US$9.61 million) in October...
Friday 6 November 2026
Taiwan’s Niching posts 369% operating profit jump after folding in thermal-management maker
Niching Industrial reported a 369% year-on-year increase in 3Q26 operating profit to NT$45.05 million (US$1.37 million), as the consolidation of Ming Chun Yuan boosted manufacturing...
Friday 6 November 2026
Samsung, SK Hynix eye AI inference boom as South Korea's SSD exports soar 584%
Samsung Electronics and SK Hynix are expanding their high-value NAND flash portfolios to meet growing demand for high-performance, high-capacity enterprise solid-state drives (eSSDs)...
Friday 6 November 2026
DDR, LPDDR revenue growth outpaces HBM as DRAM market nears US$200 billion
Revenue from conventional DDR and LPDDR memory grew faster than that from high-bandwidth memory (HBM) in the third quarter of 2026, as global DRAM revenue surged 369% year over year...
Friday 6 November 2026
SDC sees weak 2027 panel demand, eyes foldables for profit
Samsung Display (SDC) reported improved results in the third quarter of 2026 as major customers launched new products, but expects rising memory prices in 2027 to push up prices for...
Friday 6 November 2026
Hua Hong Grace eyes silicon photonics expansion as AI chip shortages lift pricing power
China's second-largest contract chipmaker, Hua Hong Grace Semiconductor, is expanding into silicon photonics and power management chips to capitalise on AI infrastructure demand, following...
Friday 6 November 2026
Sumitomo Bakelite raises 2026 profit forecast on AI packaging boom
Sumitomo Bakelite reported a 47.2% year-over-year increase in attributable net profit to JPY19.561 billion (US$123 million) for the first half of fiscal 2026, as AI server demand drove...