News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Friday 22 May 2026

AI memory crunch pushes Nanya Technology toward 2027 fab ramp

Nanya Technology plans to raise 2026 capital expenditure above NT$52 billion (US$1.64 billion), with chairman Tzou Ming-jen saying the...

Friday 22 May 2026

Taobao pivots to AI-driven localization to boost repeat purchases in over 200 markets

Taobao is shifting its cross-border strategy from low-priced transactions to customer lifetime value by using artificial intelligence to surface latent demand and improve localized...

Friday 22 May 2026

MEAN WELL Showcases Advanced Power Supply Solutions at COMPUTEX 2026

As global electricity demand accelerates - driven by rapid AI computing growth, rising corporate decarbonization commitments, and increasing focus on grid stability -...

Friday 22 May 2026

Tech Forum 2026: AI agents drive Arm CPU demand surge; 2026 shipments expected to exceed 6 million units

On May 20, 2026, DIGITIMES held its Tech Forum, where senior analyst Jim Hsiao delivered a presentation, "AI server market outlook and trends amid the explosion of agent applications."...

Thursday 21 May 2026

AMD commits over US$10 billion to Taiwan ecosystem to expand AI packaging and infrastructure capacity

AMD said on May 21 that it plans to invest more than US$10 billion across Taiwan's semiconductor ecosystem to deepen strategic partnerships and expand advanced packaging capacity for...

Thursday 21 May 2026

GigaDevice sees niche DRAM and NAND prices rising through 2026

GigaDevice said tight supply and rising prices across DRAM, NOR Flash, and SLC NAND Flash continued to fuel strong first-quarter 2026 earnings growth, supported by recovering demand...

Thursday 21 May 2026

Five weak links India Semiconductor Mission 2.0 must fix

India's first semiconductor mission brought fabs, OSAT units, and chip projects into the policy pipeline. Its second phase is being shaped around a harder question: whether India can...

Thursday 21 May 2026

AI chip boom strains ABF substrate supply chain

AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used...

Thursday 21 May 2026

Demand surge for power semiconductors reshapes data-center power and cooling, pushing suppliers toward SiC and GaN

Demand for power components is surging as AI servers adopt high-voltage direct current power delivery and advanced cooling technologies. This shift could increase component density...

Thursday 21 May 2026

Yulon to fully back Foxtron production as N7, Bria and Carvia enter mass production

Yulon Motor said at an investor conference on May 20 that it will fully support Foxtron Vehicle Technologies' production capacity requirements, with the N7, Bria, and the latest Carvia...

Thursday 21 May 2026

LG Innotek wins long-term substrate deals as Intel and cloud giants secure supply

LG Innotek has secured substrate supply terms with major technology customers that increasingly resemble long-term agreements used in the memory-chip sector, boosting the South Korean...

Thursday 21 May 2026

Auras Technology raises 2026 revenue outlook as AI-driven liquid cooling demand grows

Auras Technology said strong AI server demand will sustain growth in thermal management through 2028, driving the company to raise its full-year revenue growth forecast for 2026. Executives...

Thursday 21 May 2026

OpenAI offers 1-3 year reserved AI capacity with discounts to attract enterprise contracts

OpenAI launched a Guaranteed Capacity program that lets enterprise customers reserve one to three years of AI computing resources in advance, aiming to provide a stable supply for...

Thursday 21 May 2026

Anthropic surpasses OpenAI in enterprise adoption amid rising compute and cost pressures

Anthropic overtook OpenAI in enterprise AI adoption in April 2026, according to spending data from Ramp, Wall Street Journal, Bloomberg and VentureBeat,...

Thursday 21 May 2026

China uses iron-fist policies to expel inefficient TOPCon capacity from solar supply chain

China's top-down policies are creating a tech elimination battle in its solar supply chain. Because of severe oversupply in the mainstream N-type tunnel oxide passivated contact (TOPCon)...

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Apr 28, 08:00

AI anti-fraud solution wins virtual asset security hackathon

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RESEARCH INSIGHTS

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