News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Friday 6 February 2026

CSPs turn to custom silicon to break Nvidia dependence

The global boom in generative artificial intelligence is driving an insatiable demand for computing power. This is pushing the world's largest cloud service providers to rethink a...

Friday 6 February 2026

Qualcomm, MediaTek strike cautious tone as smartphone market pressures mount

Qualcomm and MediaTek struck a similar cautionary tone on the smartphone market outlook during their latest earnings calls, pointing to mounting pressure from memory shortages and...

Friday 6 February 2026

Largan posts 11% yearly revenue gain despite seasonal slowdown

Largan Precision, Taiwan's leading manufacturer of optical lenses, reported January 2026 revenue of NT$5.499 billion (approx. US$173.4...

Friday 6 February 2026

PSMC narrows losses as DRAM prices and AI demand boost revenue

Powerchip Semiconductor Manufacturing Corporation, one of Taiwan's smaller but strategically positioned chipmakers, reported a sharp narrowing of losses in the fourth quarter of 2025,...

Friday 6 February 2026

Nvidia delays new gaming GPU as AI boom strains memory supply

Nvidia has postponed the release of its next-generation gaming graphics processing units (GPUs) this year as a global shortage of memory...

Friday 6 February 2026

ASE Technology posts 3-year profit high on strong advanced packaging orders in 4Q25

Global outsourced semiconductor assembly and test (OSAT) leader ASE Technology Holding held its earnings call, revealing that robust demand for advanced semiconductor packaging services...

Friday 6 February 2026

Wistron posts strongest January on AI server growth

Wistron reported a record-strong revenue of NT$228.3 billion (US$7.24 billion) in January 2026, marking a 10.5% month-on-month decline but a robust 151.5% year-on-year increase. The...

Friday 6 February 2026

Foxconn sees 35% revenue increase in January on AI server demand

Hon Hai Precision Industry (Foxconn) reported a 35.53% year-over-year increase in revenue for January 2026, reaching NT$730.04 billion (US$23.06 billion), driven by strong demand for...

Friday 6 February 2026

Amazon defends US$200 billion AWS capex as demand-led and fast-monetizing AI investment

Amazon said its planned US$200 billion capital spending, largely directed to AWS, reflects constrained supply and accelerating AI demand rather than speculative buildout. Management...

Friday 6 February 2026

Ventec sees surge in aerospace orders, posts strongest revenue in two years

Ventec, a specialized manufacturer of copper-clad laminates (CCL), reported that consolidated revenue for January 2026 surpassed NT$400...

Friday 6 February 2026

2026 Market Outlook: Key Opportunities & Risks to Watch

Entering 2026, the electronics supply chain is defined by strong demand, shifting trade policies, and ongoing geopolitical uncertainty. Customers increasingly seek supply...

Friday 6 February 2026

Qualcomm 1QFY26 earnings call: memory shortages redefine smartphones despite strong demand

Qualcomm delivered record results in its fiscal first quarter, but executives warned that a worsening memory supply imbalance is now constraining the global smartphone market, even...

Friday 6 February 2026

Radbon sees overseas revenue surge on aerospace and defense demand

Radbon Electronics said it continues to deepen its presence in the aerospace and defense markets, benefiting from robust demand from overseas customers that drove double-digit revenue...

Friday 6 February 2026

China smartphone market stumbles at 2025 finish line as December shipments plunge 29%, Apple share slips below 15%

China's smartphone market ended 2025 on a weaker note than expected, despite Apple's strong fourth-quarter earnings and the early success of the iPhone 17. December shipments fell...

Friday 6 February 2026

CHPT sees AI, AP drive load board shipments with January revenue up

Chunghwa Precision Test Tech (CHPT) reported year-over-year and month-over-month revenue growth in January. The surge was mainly driven by strong demand for AI, application processor...

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BIZ FOCUS

Feb 4, 08:00

Teaching Machines to Feel the World TOUCH Lab Redefines Sensing

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook