News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

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...

Friday 12 December 2025

Huawei and YMTC expand into South Korea’s consumer SSD market following Micron’s exit

Huawei is moving to capitalize on a tightening consumer solid-state drive (SSD) market in South Korea, introducing new products this month as established...

Friday 12 December 2025

Qisda's Alpha Networks, Hitron back to profit in 3Q25 after two-year slump, signaling market rebound

After two years of industry-wide inventory corrections, Taiwan's networking sector is showing early signs of recovery, with Qisda Group subsidiaries Alpha Networks and Hitron Technologies...

Friday 12 December 2025

Photonics suppliers dominate Taiwan's semiconductor growth rankings on CPO momentum

Silicon photonics is emerging as the strongest growth engine within Taiwan's semiconductor manufacturing sector.

Friday 12 December 2025

WT Microelectronics hits NT$1 trillion revenue on AI-driven data center, optical demand

AI trends have fueled strong demand for data center chips and optical communications, pushing IC distributor WT Microelectronics' cumulative revenue for the first 11 months of 2025...

Friday 12 December 2025

Samsung reportedly accelerates Pyeongtaek expansion to ramp up HBM4 and 1c DRAM production

Samsung Electronics is reportedly accelerating construction at its Pyeongtaek semiconductor complex to expand production of next-generation...

Friday 12 December 2025

CPO tech and Taiwan player deployment

Introduction

Friday 12 December 2025

Broadcom forecasts surging AI chip demand after record fourth quarter results

Broadcom reported record revenue in the fourth quarter of fiscal year 2025, driven by soaring AI semiconductor demand, and issued an upbeat outlook for the first quarter of fiscal...

Friday 12 December 2025

Broadcom confirms fifth ASIC customer as custom AI chip business doubles

Broadcom is rapidly scaling its custom AI chip business, with CEO Hock Tan detailing a US$73 billion AI backlog, major new ASIC customers, and multi-billion-dollar XPU orders. The...

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