News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Friday 14 August 2026

SMIC plans to single out AI chip revenue as demand outpaces its current reporting categories

Semiconductor Manufacturing International Corporation (SMIC) is considering disclosing revenue from artificial intelligence (AI)-related "peripheral chips" as a standalone line item,...

Friday 14 August 2026

Hua Hong's fabs were already full — price is what finally made them profitable

Hua Hong Grace Semiconductor has been running its fabs flat out for more than a year without earning an operating profit on the work. The June quarter ended that. Revenue reached a...

Friday 14 August 2026

SMIC's pricing power arrives as AI pushes mature-node work into China

China's largest contract chipmaker has spent most of the past two years increasing volume without much to show for it in terms of margins. The June quarter broke that pattern. Semiconductor...

Friday 14 August 2026

Coherent beats fourth-quarter revenue estimates as AI demand lifts data center sales

Coherent reported fiscal fourth-quarter results for the period ended June 30, 2026, on the back of rising investment in AI infrastructure. The optics and photonics supplier said revenue...

Friday 14 August 2026

Asus sees stronger second-half PC demand despite memory pressure, stronger server outlook

Asus said record second-quarter results have set a higher base for 2026. Still, investors are now watching whether the company can sustain momentum through the second half as memory...

Friday 14 August 2026

PixArt revenue rises on game-console demand as margin pressure grows

PixArt's latest results signal how shifting demand across consumer electronics and emerging sensor markets can reshape profitability...

Friday 14 August 2026

Interview: 'Modern warfare is a battle of PAs'–Transcom targets overseas defense, LEO satellite growth

Amid escalating geopolitical tensions, defense awareness is rising rapidly worldwide, with drone and counter-drone technologies becoming...

Friday 14 August 2026

Gem Terminal's second-quarter profit hits 16-quarter high on copper and connector demand

Gem Terminal Industry said its net profit in the second quarter of 2026 reached a 16-quarter high as niche products and improved production efficiency in Taiwan and Vietnam lifted...

Friday 14 August 2026

ATEN lifts second-quarter profit on higher sales, pricing, utilization

ATEN International said its second-quarter 2026 revenue rose 19% year-over-year, while gross margin improved to 62% from 59% and pretax profit jumped 235%. The Taiwan-based keyboard-video-mouse...

Friday 14 August 2026

Kaohsiung mayor, BOT, SEMI address low-carbon power for chips, AI

The "Net Zero City: International Carbon Capture and Storage (CCS) Technology Seminar on New Low-Carbon Power Solutions for AI and...

Friday 14 August 2026

Taiwan Microloops posts record July revenue as AI cooling demand lifts second-half outlook

Taiwan Microloops reported stronger second-quarter and first-half 2026 results, supported by rising shipments of cooling modules for AI server customers. The Taiwan-based supplier...

Friday 14 August 2026

Kaori Heat Treatment to invest NT$3 billion in Taiwan and Thailand expansion

Kaori Heat Treatment has approved a major capacity expansion in Taiwan and Thailand as demand rises for AI cooling components and fuel cells. The heat-treatment maker said its board...

Friday 14 August 2026

ABF substrate boom lifts Eternal Precision prices 20%

Strong Ajinomoto Build-Up Film (ABF) substrate demand has driven a surge in orders for vacuum laminating equipment, with Eternal Precision...

Friday 14 August 2026

Grand Process's Challentech partners with Japan's Seiki for bonding tech

Artificial intelligence (AI) and high-performance computing (HPC) continue to drive demand for advanced packaging, where bonding technology...

Thursday 13 August 2026

Taiwan notebook industry, 2Q 2026

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