News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Thursday 7 May 2026

Yotta Data Services reportedly weighs IPO as India's AI infrastructure race accelerates

Yotta Data Services is considering an initial public offering in Mumbai that could raise as much as US$900 million, according to sources familiar with the matter, as reported by Bloomberg...

Thursday 7 May 2026

Taiwan delays in gas plants drive push for energy storage and virtual power plants

Taiwan's expanding semiconductor and AI-related industries have driven up electricity demand, prompting officials and researchers to call for the faster deployment of energy storage...

Thursday 7 May 2026

Chelic posts stronger first-quarter profit as AI server demand lifts automation parts

Chelic reported stronger first-quarter results as rising global shipments of AI servers drove demand across PCB, liquid-cooling, and semiconductor equipment supply chains, boosting...

Thursday 7 May 2026

Taipower plans grid upgrades as Longtan Phase 3 heads to NSTC review

The Longtan Science Park expansion known as Longke Phase 3 is being resubmitted for review to the National Science and Technology Council in May as Taiwan Power Company prepares for...

Thursday 7 May 2026

MetaAge posts 27% revenue increase as AI demand boosts server shipments

MetaAge, a unit of Qisda, reported consolidated first-quarter 2026 revenue of about NT$6.02 billion, up NT$1.29 billion (US$192 million) from NT$4.73 billion a year earlier, a 27%...

Thursday 7 May 2026

Transcom sees overseas defense orders drive revenue and production into 2026

Transcom Technology reported that April 2026 revenue rose 45.94% year on year to NT$90.82 million (US$2.9 million) as delayed defense project shipments from March were booked in April,...

Thursday 7 May 2026

Inventec sees strong NB and server demand but warns of component-driven margin pressure

Inventec reported April 2026 revenue of NT$84.786 billion (US$2.68 billion), down 3.17% month on month but up 36.53% year on year, signaling continued momentum in its notebook and...

Thursday 7 May 2026

Nvidia, AMD and Intel starve the PC market to feed the AI boom

The AI boom is beginning to cannibalize the very consumer hardware market that once fueled the PC industry's growth.

Thursday 7 May 2026

China token prices rise while US hyperscalers flood AI infrastructure

Generative AI demand is intensifying the global race for computing power, widening the gap between China and the US in AI infrastructure investment. Yet while US hyperscalers continue...

Thursday 7 May 2026

Anthropic raises Claude usage limits with SpaceX compute deal

Anthropic announced immediate increases to Claude service limits following a compute partnership with SpaceX that will deliver over 300 megawatts of new capacity within the month.

Thursday 7 May 2026

Arm's licensing surge masks smartphone market slowdown

Arm reported fiscal fourth-quarter revenue of US$1.49 billion, up 20% year over year and nearly 20% higher sequentially, according to company financial data. Net profit rose 49% from...

Thursday 7 May 2026

Taiwan component maker Fositek rides AI server cooling demand

Fositek said strong demand from artificial intelligence (AI) infrastructure is driving rapid growth in its liquid cooling business and will prompt continued capacity expansion to meet...

Thursday 7 May 2026

Raydium Semiconductor sees mixed display demand as AI-driven IT cycle reshapes inventory trends

Raydium Semiconductor reported first-quarter 2026 revenue and profit figures, signaling demand trends in large displays, automotive, and industrial markets that could affect global...

Thursday 7 May 2026

As AI expands, broadband upgrades fuel growth at Sercomm

Broadband equipment maker Sercomm reported a sharp surge in revenue for April, underscoring how demand for faster networks, fueled in part...

Thursday 7 May 2026

Supply chain walks pricing tightrope as AI demand lifts costs

The rapid spread of generative AI applications and rising demand for computing power have pushed global data center construction into...

2/218 pages