News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Tuesday 2 December 2025

Android phone sales falter in China's Singles' Day promotion, pressuring SoC shipments

China's smartphone sales during the 2025 Singles' Day period posted only modest growth, and nearly all of the gains came from Apple,...

Tuesday 2 December 2025

Samsung Electronics to maintain quarterly DRAM supply negotiations amid rising memory costs

Samsung Electronics' Device Solutions (DS) division will continue negotiating mobile DRAM supplies on a quarterly basis with its Mobile eXperience (MX) division, despite ongoing memory...

Tuesday 2 December 2025

Samsung Electro-Mechanics to expand AI server MLCC production at Philippine plant in 2026

Samsung Electro-Mechanics is set to increase its AI server multilayer ceramic capacitor (MLCC) production by expanding capacity at its Calamba City plant in the Philippines starting...

Tuesday 2 December 2025

Merck launches Kaohsiung semiconductor flagship campus to target AI and silicon photonics

Merck Group's Kaohsiung semiconductor technology flagship campus officially completed phase one on December 1, marking Merck's first large-scale semiconductor materials technology...

Tuesday 2 December 2025

Samsung, SK Hynix lead HBM market, capitalize on Google's TPU push

Google's expanding investment in custom AI accelerators is reshaping the high-bandwidth memory market and lifting Samsung Electronics and SK Hynix as demand for tensor processing...

Tuesday 2 December 2025

MediaTek secures Google V7e chip order, eyes 2M units by 2027

Amid rising demand for Google's TPU chips, MediaTek has emerged as a key ASIC supplier with confirmed orders for its V7e product line set to begin shipping in the second half of 2026...

Tuesday 2 December 2025

OpenAI–Thrive equity swap raises fresh circular-deal questions

OpenAI's decision to take an ownership stake in Thrive Holdings has reignited debate over whether the arrangement constitutes another circular deal. While analysts warn the structure...

Tuesday 2 December 2025

AI drives Samsung's 2026 operating profit toward KRW100T

Artificial intelligence (AI) is fueling a DRAM supercycle, prompting South Korean securities firms to continuously raise their forecasts for Samsung Electronics' operating profit...

Tuesday 2 December 2025

Copper shock, AI PCB demand recasts global CCL pricing

Costs for copper foil and electronic-grade glass fibre cloth are climbing at the same time that AI infrastructure build-out is fuelling strong demand for high-frequency, high-speed...

Tuesday 2 December 2025

Google CEO maps out quantum future and space data center plan

Google CEO Sundar Pichai has dismissed concerns that the company's rapid expansion of its proprietary artificial intelligence infrastructure...

Tuesday 2 December 2025

Panasonic raises tantalum capacitor prices, following US competitor steps

After Yageo's subsidiary KEMET raised prices on its tantalum capacitors twice in less than six months, Panasonic, currently ranked as the fourth largest supplier, also decided to...

Tuesday 2 December 2025

Taiwan's Robotics Innovation Alliance targets six major industries

Although Taiwan possesses core upstream technologies in the robotics supply chain, downstream applications are only just getting started. To fill the gap, companies have formed the...

Monday 1 December 2025

Taiwan’s AIDC turns to thermoplastic composites to meet aviation demand

The Aerospace Industrial Development Corporation (AIDC) of Taiwan says the global aerospace sector is facing twin pressures: robust market...

Monday 1 December 2025

Nittobo, Nan Ya Plastics join forces to meet AI glass-fiber fabric demand

The rapid rise of artificial intelligence (AI) applications has significantly boosted demand for specialized glass-fiber fabrics in recent years, creating a growing supply shortage...

Monday 1 December 2025

Shinkong’s new growth story starts with GPU packaging and e-paper

Shinkong Synthetic Fibers Corporation (SSFC) told investors on November 28 that it is navigating a challenging operating environment marked by raw material price volatility, Chinese...

1/166 pages