News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Wednesday 10 December 2025

Planet Technology maintains margins despite rising memory costs

Planet Technology reported solid profitability through the first three quarters of 2025, maintaining a gross margin above 46% despite currency pressure. Chairman Jack Chen said recent...

Wednesday 10 December 2025

Tesla restarts solar leasing business, opening opportunities for Taiwanese firms

As the end of 2025 approaches, Tesla has returned to the solar market and relaunched its residential solar leasing business. Active across renewable energy, AI, autonomous driving,...

Wednesday 10 December 2025

TSMC expands CoWoS capacity with Nvidia booking over half for 2026-27

Semiconductor equipment suppliers reveal that TSMC and non-TSMC players, including ASE, Amkor, and UMC, are accelerating the expansion of advanced packaging Chip on Wafer on Substrate...

Wednesday 10 December 2025

Nichidenbo benefits from tantalum capacitor price hikes but memory shortages remain a concern

Tantalum capacitor manufacturers have recently announced price increases. Nichidenbo General Manager Yao Kuo Yu stated that the company is expected to benefit from the low-cost inventory...

Wednesday 10 December 2025

AMD taps AWS veteran to power Helios AI platform in challenge to Nvidia

AMD has brought in former AWS infrastructure executive Arvind Balakumar to lead engineering for its Helios AI server-rack platform, strengthening its effort to challenge Nvidia's...

Wednesday 10 December 2025

Novatek turns to ASIC as weak device demand drags November revenue

Novatek posted NT$7.618 billion (US$244 million) in November 2025 revenue, a drop of 3.3% month on month and 7.23% year over year. Revenue for the first eleven months of 2025 came...

Wednesday 10 December 2025

Holiday season loses shine as US aftermarket demand stalls

For years, Christmas has marked the peak season for the US automotive aftermarket. But in 2025, the mood has shifted dramatically, leaving industry players far less optimistic.

Wednesday 10 December 2025

Chenbro Micom nears record revenue fueled by strong server orders

Chenbro Micom posted its second-highest monthly revenue in November as strong AI server demand and a recovering enterprise market boosted...

Wednesday 10 December 2025

Yageo posts record November revenue on strong AI demand, Shibaura acquisition gains

Yageo reported year-over-year and month-over-month revenue growth for November 2025, driven by the acquisition benefits from Japan-based...

Wednesday 10 December 2025

Taiwan and US race to buy 500,000 military drones, testing supply chain resilience

Taiwan and the US plan to procure nearly half a million military drones over the next two years, a rapid buildup that is driving manufacturers...

Wednesday 10 December 2025

Taiwan chipmakers shift to non-consumer AI markets as cloud AI outpaces edge

Due to the lack of a significant surge in edge AI demand in 2025 and China's push for chip localization, Taiwan-based IC design houses are increasingly losing ground in global competition...

Wednesday 10 December 2025

Tex Year Technologies ramps up production capacity with new plant in India

Tex Year Technologies has commenced mass production at its second manufacturing facility in Mahad Industrial Area, Maharashtra, India, significantly boosting its local output amid...

Tuesday 9 December 2025

Apple demand spurs Jahwa's move to expand actuator production

Apple supplier Jahwa Electronics plans to expand its actuator factory in Gumi, South Korea, to meet rising demand for high-end folded-zoom actuators from Apple and other customers.

Tuesday 9 December 2025

Nvidia GB300 orders lift Taiwan ODMs, fuel strong 2026 outlook

Strong demand for Nvidia's GB300 accelerators lifted fourth-quarter 2025 performance for major Taiwanese original design manufacturers. Foxconn, Quanta, and Wistron reported solid...

Tuesday 9 December 2025

Google TPU demand remains strong, but CoWoS and memory cap 2026 production

Google's TPU demand is expected to stay high through 2027, driven by AI applications like Gemini. However, production growth in 2026 may be limited by advanced packaging (CoWoS) and...

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