News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Tuesday 28 July 2026

Eiso raises NT$300M to accelerate AI, aerospace, defense PCB expansion

Printed circuit board (PCB) manufacturer Eiso Enterprise has completed its annual fundraising plan. To strengthen working capital for...

Tuesday 28 July 2026

Cadence raises 2026 outlook after record quarter, flags major Intel deal as revenue driver

Cadence Design Systems posted stronger-than-expected second-quarter results on July 27 and raised its full-year revenue growth outlook...

Tuesday 28 July 2026

Smart glasses ignite AI device battle as China nears 80% global brand share

Smart glasses are emerging as a major next-generation consumer device as breakthroughs in generative AI and large language models (LLMs) reshape the wearable market. Once constrained...

Tuesday 28 July 2026

Anthropic seeks SK Hynix supply for AI chips, SK chair says

Anthropic has asked SK Hynix to help supply chips for its own in-house AI chip production, SK Group chairman Chey Tae-won said. He...

Tuesday 28 July 2026

Zeiss races to break ASML's EUV optics bottleneck for the AI chip boom

Zeiss Semiconductor Manufacturing Technology is expanding production capacity in Germany to relieve a critical constraint on ASML's lithography output, with AI data center investment...

Tuesday 28 July 2026

Memory module maker Apacer warns 2027 DRAM supply could fall 70%

Memory price increases are expected to moderate in the second half of 2026, but shortages will remain severe, particularly for DRAM, according to Apacer CEO C.K. Chang.

Tuesday 28 July 2026

China's Yunnan Germanium wins long-term InP wafer order as AI optical demand rises

Yunnan Germanium has secured a major supply deal for indium phosphide (InP) wafers, underscoring how AI data center buildouts are reshaping global demand for high-speed optical parts...

Monday 27 July 2026

AIDC secures NT$22 billion in civil aviation, engine contracts to boost long-term growth

Taiwanese aerospace company Aerospace Industrial Development (AIDC) secured new contracts worth more than NT$22 billion (approx. US$680.27 million) with several major aerospace companies...

Monday 27 July 2026

WIN Semiconductors sees optical communications ramp accelerate AI revenue contribution

Gallium arsenide (GaAs) foundry WIN Semiconductors (WIN) expects infrastructure revenue to continue growing in the third quarter of...

Monday 27 July 2026

CXMT's US$8.6 billion IPO sets off new spending cycle across China's DRAM supply chain

China's leading DRAM producer CXMT listed on Shanghai's STAR Market on July 27 after raising about CNY57.9 billion (approx. US$8.6 billion), the board's largest initial public offering...

Monday 27 July 2026

India's HCLTech plans US$4.4B AI data center

HCLTech said it plans to establish its first AI data center at the upcoming Odisha Sovereign AI Park, marking a further step in its expansion into the full-stack artificial intelligence...

Monday 27 July 2026

IDMs target AI margins, boosting Taiwan power suppliers

International IDMs such as Texas Instruments (TI) and STMicroelectronics are leaning into AI data-center demand, while the market's shift toward 400V and 800V power architectures is...

Monday 27 July 2026

Nokia says AI spending is driving optical networking demand

AI data center spending is pushing high-speed networking higher on enterprise procurement lists, and Nokia said its optical and IP networks have become major growth engines. The company...

Monday 27 July 2026

AI demand, aluminium foil costs trigger rare capacitor price rises across China, Japan and Taiwan

Rising raw material costs and tightening supply of high-end components for AI applications have triggered an unusual round of price...

Monday 27 July 2026

Industrial PC orders rise on edge AI demand

Industrial PC vendors are seeing order momentum strengthen as edge AI and physical AI applications spread beyond data centers into factories...

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Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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