News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Tuesday 21 April 2026

Beijing acts on memory price surge, AI demand reshapes device costs

China's Ministry of Industry and Information Technology (MIIT) is stepping in to steady the memory supply chain after a sharp rise in DRAM...

Tuesday 21 April 2026

Electronic system design industry sustains double-digit growth in 4Q25, driven by strong SIP and services demand

The global electronic system design industry closed 2025 on a strong footing, with revenue reaching US$5.47 billion in the fourth quarter—up...

Tuesday 21 April 2026

Global OLED shipments to hold steady in 2026 as memory cost inflation reshapes smartphone demand

Counterpoint Research expects overall OLED panel shipments to be flat year-over-year in 2026, a shift that tightens smartphone supply, boosts demand for premium and IT applications,...

Tuesday 21 April 2026

Samsung scales MRAM to 8nm, setting 5nm showdown with TSMC in 2027

Samsung is accelerating its push into magnetoresistive random-access memory (MRAM), positioning the technology as a strategic pillar alongside DRAM and high-bandwidth memory (HBM)...

Tuesday 21 April 2026

AI demand inflates silicon valuations across TSMC, Nvidia supply chain

"Silicon inflation" is no longer a metaphor — it is reshaping Taiwan's capital markets. TSMC and Nvidia are at the center, pulling growth across the entire electronics supply...

Tuesday 21 April 2026

Google's AI chip push targets inference boom as battle with Nvidia enters new phase

Google is accelerating its push into the AI chip market, positioning its custom tensor processing units (TPUs) as a viable alternative to...

Tuesday 21 April 2026

Exclusive: US battery push faces EV headwinds, but energy storage boom offers relief

Despite a slowdown in demand for electric vehicles (EV) that has complicated efforts to localize lithium battery production in the US — and even cast doubt on the viability of...

Tuesday 21 April 2026

Middle East transshipment and supply chain shifts double SE Asia freight rates

Given the US-China trade war, many Taiwanese businesses and Chinese manufacturers relocated production lines to Southeast Asia, boosting shipment demand from the region. Now, escalating...

Tuesday 21 April 2026

APAC advances CPO positioning: ELSFP beings small-volume shipments, in-house COC line set for 3Q26 completion

Optical communications company APAC Opto Electronics reported that its inventory digestion phase is nearing completion, with market demand showing a clear rebound. Looking ahead to...

Tuesday 21 April 2026

AI reshapes memory supply; Global Electronics Association warns that traditional procurement strategies will fail

The Global Electronics Association has released a report highlighting how AI demand is redistributing memory supply, causing extended lead times, rising prices, and increased market...

Monday 20 April 2026

Memory and raw materials' increased prices weigh on smartphone panels in 2Q26

Entering the second quarter of 2026, the smartphone panel market continues to carry the weak momentum carried over from the first quarter of 2026. As memory prices rise further alongside...

Monday 20 April 2026

Inside the strategy of Anthropic's CFO as AI spending surges

At Anthropic, the race to build cutting-edge artificial intelligence (AI) is increasingly defined by one constraint: computing, and at the...

Monday 20 April 2026

AI chip rivalry escalates: ABF substrate sells out for Unimicron, Kinsus, Nan Ya PCB

AI GPUs, CPUs, and ASICs are driving demand for increasingly larger sizes and higher layer counts in substrate technology. The supply-demand gap for high-end ABF substrates continues...

Monday 20 April 2026

AI boom lifts Taiwan's chip testing firms to record 1Q26

As artificial intelligence chips increasingly migrate to advanced manufacturing nodes, the complexity — and duration — of semiconductor testing is rising sharply. That...

Monday 20 April 2026

Naura revenue climbs on China chip tool demand, margins tighten amid rising costs and competition

China semiconductor equipment maker Naura Technology delivered strong 2025 revenue growth on rising chip tool demand and domestic substitution, but weaker margins and intensifying...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

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