News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Thursday 26 February 2026

Yageo posts 82% profit jump in 4Q25 on AI-driven product mix

Taiwanese passive component giant Yageo reported a strong operational rebound in the fourth quarter of 2025, driven by continued growth in demand related to artificial intelligence...

Thursday 26 February 2026

Cloud AI's ripple effect: A comeback for 8-inch wafers

The boom in cloud-based artificial intelligence (AI) is reverberating far beyond the most advanced chipmaking nodes.

Thursday 26 February 2026

Gogoro scales energy network, plans battery retirements and US$32M expansion

Gogoro said it will expand its battery swap network in 2026, retire first-generation batteries, and invest NT$1 billion (approx. US$31.98 million) to add more than 100 swap stations...

Thursday 26 February 2026

Nvidia ships first Vera Rubin samples, positions Vera CPU as core to next-generation AI architecture

At the earnings call on February 25, Nvidia detailed its next-generation Rubin platform and Vera CPU roadmap as Blackwell systems continue to ramp, with management signaling sustained...

Thursday 26 February 2026

Nvidia says AI monetization supports sustained CSP capex

During the earnings call on February 25, Nvidia said record capex plans by major cloud service providers reflect a structural shift toward monetizable AI workloads, with management...

Thursday 26 February 2026

Nvidia's strong quarter and outsized guidance soothe fears of an AI investment bubble

On February 25, Nvidia's blowout fourth-quarter results and bullish fiscal-2027 guidancehelped dispel recent market worries that the AI spending boom may be an unsustainable bubble,...

Wednesday 25 February 2026

IC design house Raydium flags DDI off-season; large-panel orders advance on early stocking

Display driver IC supplier Raydium reported its 2025 financial results, posting full-year revenue of NT$22.4 billion (approx. US$715 million),...

Wednesday 25 February 2026

Unimicron names UMC's SC Chien chair in substrate strategy shift

Unimicron held an investor conference on 25 February 2026. A day earlier, its board approved the appointment of UMC co-president SC Chien as chairman and group chief strategy officer...

Wednesday 25 February 2026

SK Hynix signals seller's market as memory prices set to climb all year

SK Hynix, one of the world's top three memory chip makers, told investors on a recent Goldman Sachs conference call that the global memory market has fully shifted to a "seller's market,"...

Wednesday 25 February 2026

Unimicron's 4Q25 profit surpasses combined earnings of first 3 quarters; 2026 capex raised to NT$34 billion

Given the steady demand for AI and high-performance computing (HPC) chips, Unimicron stated that orders for IC substrates and PCBs have picked up. This has not only steadily increased...

Wednesday 25 February 2026

Sigurd invests NT$1.54B to acquire Unimicron's Hukou plant amid strong AI, ASIC demand

Taiwan's IC packaging and testing supply chain is accelerating expansion as Sigurd announced it will invest NT$1.54 billion (approx. US$49M) to purchase a factory in the Hukou Industrial...

Wednesday 25 February 2026

China targets fivefold jump in advanced chip output to fuel AI expansion

China is preparing a fivefold increase in domestic advanced logic chip output within one to two years to support its expanding AI computing infrastructure, according to people familiar...

Wednesday 25 February 2026

MLCC prices to climb as AI demand hits full capacity

The global multilayer ceramic capacitor (MLCC) market is on the brink of a price surge as Japanese and Korean giants grapple with record demand from AI data centers. Samsung Electro-Mechanics...

Wednesday 25 February 2026

HP posts AI-driven revenue gains, but memory costs cloud outlook

HP reported first-quarter results for fiscal year 2026 (ending January) that exceeded expectations, driven by the Windows 11 upgrade cycle and surging demand for AI-powered PCs. Yet...

Wednesday 25 February 2026

ChipMOS raises memory test prices again, signs 3-year capacity contract

ChipMOS returned to profitability in 2025 after a fourth-quarter 2025 rebound driven by memory shortages and higher test prices, and the company forecasts a stronger second-half performance...

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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