News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Wednesday 23 September 2026

Episil says AI demand marks structural shift in semiconductor epitaxy

Episil Precision said AI-related demand is reshaping semiconductor epitaxy for the long term, with effects reaching global power and optical supply chains. The Taiwan-based maker is...

Wednesday 23 September 2026

US energy storage faces a costly China battery exit

The US is accelerating its shift toward domestic battery manufacturing as the energy storage market expands, but the market's current growth still depends heavily on low-cost Chinese...

Wednesday 23 September 2026

CMC expects record 4Q revenue amid expanding model lineup

CMC expects fourth-quarter 2026 revenue to exceed the same period in 2025 and reach a new high, a signal that could matter beyond Taiwan as automakers worldwide seek growth despite...

Wednesday 23 September 2026

ASRock's center of gravity moves from motherboards to AI servers

ASRock's business focus is shifting toward AI as ASRock Rack expands server output and ASRock Industrial pushes into edge computing...

Wednesday 23 September 2026

Micron's Taiwan fab took 300,000 cubic meters of concrete. Its supplier sees more coming

Taiwanese concrete-maker Goldsun Building Materials said its Miaoli plant has benefited from rising construction demand tied to AI,...

Wednesday 23 September 2026

Win Semiconductors expands optical communications capacity with DUV tools

Optical communications capacity is in short supply as surging computing demand from AI data centers turns transmission into a bottleneck for AI infrastructure. The market is shifting...

Wednesday 23 September 2026

LG Display starts 720Hz gaming OLED mass production

Aiming to meet demand for high-speed gaming displays, LG Display (LGD) said it has begun mass production of a 24.5-inch gaming OLED panel with a 720Hz refresh rate. The panel will...

Tuesday 22 September 2026

Anthropic, OpenAI expected to start buying memory directly in 2027

Anthropic and OpenAI are expected to start buying memory directly from manufacturers in 2027 as model developers take greater control of chip and data-center design, potentially broadening...

Tuesday 22 September 2026

Changs Ascending eyes AI data center backup power, storage growth

Changs Ascending's board approved an operating plan on Sept. 21 to launch an energy systems integration push into the AI data center sector, betting on structurally rising demand from...

Tuesday 22 September 2026

Hermes Testing sees growth opportunity in AI-driven chip demand as OTC debut expands reach

Hermes Testing Solutions began trading on the over-the-counter market on September 22, positioning itself to benefit from rising demand tied to artificial intelligence and high-performance...

Tuesday 22 September 2026

Taiwan's automakers gear up for year-end sales, as exports emerge as new growth engine

Taiwan's auto dealers have continued to push out new models even amid a market downturn this year. At the same time, Taiwan's auto industry is opening a new chapter in exports.

Tuesday 22 September 2026

Alibaba speeds V900 rollout, targeting 20GW of data centers

Alibaba Group is accelerating the rollout of its next-generation Zhenwu V900 accelerator by about six months as it expands a vertically integrated computing platform spanning processors,...

Tuesday 22 September 2026

Samsung weighs 4nm expansion as HBM4 demand strains capacity

Samsung Electronics is considering expanding its 4nm foundry capacity as rising HBM4 base-die demand pushes existing capacity to full...

Tuesday 22 September 2026

TSMC, ASE break ground on Taiwan's first advanced packaging cluster in Kaohsiung

Rising demand for advanced packaging tied to AI and high-performance computing (HPC) is driving development at Baipu Industrial Park...

Tuesday 22 September 2026

Exclusive: China SiC capacity tightens, spilling orders over to Taiwanese foundries

China's silicon carbide (SiC) end-market demand is expanding rapidly, driven by high-voltage charging infrastructure and AI servers...

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