News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Thursday 30 July 2026

As Samsung, BOE expand 8.6G OLED capacity, can LGD keep its edge in the IT OLED market?

LG Display (LGD) has swung back to profitability in the first half of 2026, as the shift from LCD to OLED displays in smartphones, tablets, and notebooks drives the company into a...

Thursday 30 July 2026

Japan and South Korea MLCC makers signal further price hikes amid AI demand

Japan and South Korea's MLCC suppliers are again raising prices, signaling tighter supply conditions that could affect electronics...

Thursday 30 July 2026

Roborock sees Taiwan as a test market for smart cleaning devices

A once-mocked robot vacuum category has become central to smart home cleaning as busy lifestyles, health concerns, and climate conditions...

Thursday 30 July 2026

Robotics makers race to commercialize dexterous hands for Physical AI

The robotics industry is moving from AI demonstrations to commercial deployments as vendors push Physical AI into factories, logistics,...

Thursday 30 July 2026

AI demand squeezes memory supply, pressuring PC and TV markets

At an earnings call on July 28, 2026, Coretronics president Sarah Lin said strong demand from the AI industry is creating a clear crowding-out effect on the projector supply chain,...

Thursday 30 July 2026

Greatek sees sustained AI demand, plans Philippines packaging plant acquisition

Greatek's latest investment and capacity plans signal how AI-driven semiconductor demand is rippling beyond Taiwan, with implications for global device makers, automakers, and industrial...

Thursday 30 July 2026

Taiwan smartphone shipments fell below 400,000 in June as seasonal slowdown hits

Taiwan's smartphone market slipped into its usual June sales lull, pushing monthly shipments back below 400,000 units. A handset distribution source said total shipments reached 395,000...

Thursday 30 July 2026

Taiwan semiconductor power demand is set to reach 52 billion kWh in 2026

Taiwan's semiconductor sector is set to become an even larger driver of electricity demand as AI-related expansion lifts output in...

Thursday 30 July 2026

CyberLink posts lower 2Q revenue as PC demand and SEO traffic weaken

CyberLink said revenue fell in the second quarter and the first half of 2026 as higher memory prices hurt PC shipments and weaker search...

Wednesday 29 July 2026

Coretronic reports first-half loss as margins weaken and demand stays uneven

Coretronic said its first-half 2026 performance turned negative as margin pressure and weaker profitability offset a second-quarter revenue recovery. The Taiwanese electronics maker...

Wednesday 29 July 2026

Faraday lifts revenue on ASIC and MCU demand as AI delays push projects back

Faraday Technology reported stronger-than-expected second quarter 2026 results, with consolidated revenue rising to NT$3.31 billion and net profit reaching NT$200 million. The ASIC...

Wednesday 29 July 2026

Quanta buys AUO Taoyuan factory for NT$19.7B to expand AI server capacity

Quanta has agreed to buy AUO's Taoyuan factory in Guishan Hwa Ya Park for NT$19.7 billion, moving to add server production capacity as its Taiwan lines run at full utilization. The...

Wednesday 29 July 2026

Aewin expands AMD EPYC 9006 server lineup for AI, storage and enterprise workloads

Aewin Technologies has introduced a four-product server lineup built around AMD's newly launched EPYC 9006 processor family, targeting...

Wednesday 29 July 2026

Analysis: What Seagate's blowout quarter signals about the next two years of AI infrastructure demand

Seagate's fiscal fourth quarter was by almost every measure its strongest in over a decade — US$3.6 billion in revenue, US$1.1...

Wednesday 29 July 2026

Corning bets on SiPh and CPO to drive AI data center growth

Corning expects AI infrastructure to become an increasingly powerful growth engine, outlining how its glass technologies will move beyond...

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