News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Wednesday 11 March 2026

Inventec ramps up 2026 capex in US to meet growing AI order demand

Inventec announced plans to double its capex in 2026 to meet growing AI order demand and future growth, and disclosed multiple investment and expansion projects on the 10th. The company...

Wednesday 11 March 2026

MiTAC ramps 2026 factory expansion to meet AI server and cloud demand, signaling bigger US footprint

MiTAC Holdings plans a significant increase in capex in 2026 to expand production capacity for networking equipment, general-purpose servers, and new AI server lines, driven by sustained...

Wednesday 11 March 2026

WT Microelectronics posts 89% revenue surge in 2 months on AI and market recovery

IC distributor WT Microelectronics reported consolidated preliminary revenue of NT$104.4 billion (US$3.28 billion) for February 2026, up about 29% year over year. For the first two...

Wednesday 11 March 2026

Nvidia reportedly develops open-source NemoClaw to challenge OpenClaw

Nvidia is reportedly developing a new AI agent framework, NemoClaw, positioning it as a challenger to the fast-growing OpenClaw ecosystem in the emerging AI agent market.

Wednesday 11 March 2026

OpenClaw craze sees Mac minis briefly sold out in China as AI agent costs top CNY10,000

China's latest AI trend has moved beyond developer experiments. The rapid rise of OpenClaw, an open-source AI agent nicknamed "lobster," is driving hardware purchases, installation...

Wednesday 11 March 2026

Sercomm expects memory shortages and price hikes to last until end of 2026

Sercomm chairman James Wang predicted that memory shortages and price increases will persist through the end of 2026, influenced by Middle East conflicts affecting AI data center investments...

Wednesday 11 March 2026

Texas Instruments reportedly plan analog chip price hikes

Market sources say analog chip design leader Texas Instruments (TI) is preparing to raise prices on a range of semiconductor products...

Wednesday 11 March 2026

China reportedly accelerating nuclear expansion while Western revival faces structural challenges

The rapid growth of artificial intelligence (AI) and data centers is driving a sharp rise in global electricity demand, renewing interest...

Wednesday 11 March 2026

OpenClaw downloads eclipse Linux's 30-year reach in three weeks, Nvidia CEO flags AI agent surge

The open-source AI agent platform OpenClaw is rapidly emerging as a key milestone in AI, with Nvidia CEO Jensen Huang calling it one of the most important software breakthroughs of...

Wednesday 11 March 2026

Oracle says AI will augment, not kill, enterprise SaaS

Oracle told investors that it expects AI to strengthen large, integrated SaaS systems rather than make them obsolete, arguing customers want AI embedded into mission‑critical...

Wednesday 11 March 2026

Oracle beats estimates as AI cloud demand drives growth and eases financing concerns

On March 10, Oracle reported stronger-than-expected fiscal third-quarter results and lifted its long-term revenue outlook, signaling sustained demand for artificial-intelligence cloud...

Wednesday 11 March 2026

Pegatron sees February 2026 revenue drop amid seasonal slowdown

Pegatron continued to be affected by seasonal headwinds in February 2026, reporting revenue of NT$67.98 billion (approx. US$2.14 billion) for the month, down 26.2% from January and...

Tuesday 10 March 2026

TSMC February 2026 revenue climb on AI demand despite seasonal dip

TSMC reported February 2026 revenue of NT$317.66 billion (US$10 billion), up 22.2% year over year but down 20.8% month over month from January's NT$401.26 billion, according to the...

Tuesday 10 March 2026

Rugged device maker Winmate sees growth surge from edge AI and defense demand

Industrial PC maker Winmate reported stronger-than-expected revenue in February 2026, supported by expanding demand for edge AI computing...

Tuesday 10 March 2026

Powerlogic posts 38.8% revenue increase in 2025, driven by esports-related orders and higher margins

Powerlogic reported consolidated revenue of NT$1.753 billion (US$54.9 million) for 2025, a 38.81% year-on-year increase and the company's second-highest revenue on record. Operating...

1/188 pages

BIZ FOCUS

Feb 9, 08:00

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

MOST-READ
7 DAYS NEWS

Full list

RESEARCH INSIGHTS

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