News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Thursday 29 January 2026

IPC cost and memory supply pressures accelerate product upgrades

The surge in AI demand is driving massive memory consumption, pushing the memory industry into a bullish phase. Market consensus expects tight memory supply and demand conditions to...

Thursday 29 January 2026

Realtek tops US$3.8 billion in 2025 revenue, signals solid growth from customer restocking in 1H26

Realtek said at its January 28, 2026, earnings call that fourth-quarter 2025 revenue reached NT$26.28 billion (US$840 million), down 10.9% from the previous quarter and 0.3% from a...

Thursday 29 January 2026

Taiwan and Germany expand trade ties as demand for chips and green tech rises

As demand accelerates for digital transformation, energy transition, and smart manufacturing, Taiwan and Germany appear poised to expand...

Thursday 29 January 2026

Elite Material Co. invests in Taoyuan to boost high-end PCB production for AI demand

Elite Material Co. (EMC), a leading copper-clad laminate (CCL) manufacturer, has acquired land and buildings in Taiwan's Taoyuan Guanyin Industrial Park from Far Eastern New Century...

Wednesday 28 January 2026

Earnings call summary: ASML executives bet on chip demand strength past 2025

ASML Holding's management says demand tied to artificial intelligence is proving more durable than previously expected, with customers accelerating capacity planning that is likely...

Wednesday 28 January 2026

ASML orders beat expectations as company plans 1,700 layoffs

ASML reported stronger-than-expected bookings in the fourth quarter of 2025 as customers stepped up investment in artificial intelligence chipmaking capacity, according to Reuters...

Wednesday 28 January 2026

SK Hynix reports record-breaking 2025 earnings driven by AI memory boom

SK hynix Inc. announced record-breaking financial results for fiscal year 2025 on Thursday, driven by its dominant competitiveness in the AI memory sector and high-value products like...

Wednesday 28 January 2026

SK hynix Announces FY25 Financial Results

SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has achieved record financial results in 2025 – 97.1467 trillion won in revenue, 47.2063...

Wednesday 28 January 2026

MetaX revenue more than doubles to US$230 million as losses narrow

China's GPU developer MetaX reported strong revenue growth for fiscal 2025, driven by rising demand for domestically produced AI chips. In a preliminary earnings release on January...

Wednesday 28 January 2026

Earnings call summary: ASML posts record 2025 results on surging orders

ASML Holding NV (ASML) reported record financial results for 2025, supported by a significant rebound in fourth-quarter bookings as semiconductor manufacturers increased investments...

Wednesday 28 January 2026

Beijing greenlights Nvidia H200 shipments to ByteDance, Alibaba, Tencent

China has approved purchases of Nvidia’s H200 artificial intelligence chips by ByteDance, Alibaba and Tencent, four people familiar...

Wednesday 28 January 2026

Powertech will invest NT$43.3 billion to accelerate FOPLP, targets mass production in 1H27

In response to growing demand from AI and high-performance computing (HPC) for advanced packaging capacity such as fan-out panel-level packaging (FOPLP), Powertech chairman DK Tsai...

Wednesday 28 January 2026

Powertech posts 4Q25 profit high, eyes growth momentum into 2026

Memory testing and packaging firm Powertech Technology (PTI) reported that its revenue and earnings met expectations in the fourth quarter of 2025. Quarterly revenue reached NT$21.41...

Wednesday 28 January 2026

Apple's iPhone 17 powers a strong quarter as memory costs soar

Apple is set to report fiscal first-quarter 2026 earnings on January 29, with strong sales of the iPhone 17 expected to drive record operating performance and solid smartphone shipments...

Wednesday 28 January 2026

BYD reportedly considers local assembly in India as local EV demand surges

Chinese automaker BYD is reportedly exploring options to expand its presence in India, including local assembly, as demand for its electric vehicles (EVs) continues to rise, according...

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BIZ FOCUS

Jan 28, 08:00

Ministry of Economic Affairs Launches 2026 Best AI Awards

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RESEARCH INSIGHTS

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