News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Friday 14 November 2025

Riding the satellite boom, Taiwan's UMT forecasts 40% revenue growth in 2025

Amid the global surge in AI data center construction, reported delays in third-party data center projects in the US have highlighted hidden infrastructure bottlenecks resulting from...

Friday 14 November 2025

AI backlog to 2027 propels Quanta into its fastest expansion cycle yet

Quanta says its AI-server backlog now stretches to 2027, forcing the company to speed up expansion and raise output for a second consecutive year. AI-server capacity is expected to...

Friday 14 November 2025

DDR5 becomes 2026 standard, and power-control overhaul lifts passive component market

The memory market's ongoing shortage-and-price surge continues to accelerate, lifting the broader sector and boosting earnings for DRAM manufacturers, module suppliers, memory packaging...

Friday 14 November 2025

HBM's breakneck rise is draining DRAM supply, repricing the smartphone sector

The global AI boom is driving up smartphone and tablet production costs, as memory suppliers divert more capacity toward high-bandwidth memory (HBM) for AI accelerators. Samsung Electronics...

Friday 14 November 2025

Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026

With demand for AI servers accelerating, Taiwan's electronics supply chain is preparing for an unusually strong fourth quarter in 2025...

Friday 14 November 2025

ASUS AI servers near 20% of 3Q25 revenue

ASUS held its earnings call on November 11, 2025, reporting that in the third quarter of 2025, brand revenue reached NT$189.9 billion (US$6.1 billion), up 21% year-over-year, setting...

Friday 14 November 2025

Research insight: SoftBank's US$5.4B ABB deal highlights Europe's industrial robotics pullback

SoftBank Group's agreement to acquire the robotics division of Switzerland's ABB for approximately US$5.4 billion is a significant strategic move. The deal highlights Japan's increasing...

Friday 14 November 2025

India likely to delay green hydrogen target, pivots to domestic demand

Some of India's export-oriented green hydrogen projects are expected to face delays due to global policy uncertainties, potentially pushing the country's clean fuel production target...

Friday 14 November 2025

From scale-up to scale-across: How AI data centers are redefining transmission technology

The surge in generative AI has intensified demand for AI servers and chips, shifting the focus from pure computational power to data transmission speed. This transition has accelerated...

Friday 14 November 2025

ADATA sets new quarterly profit records amid strong memory market demand

ADATA Technology Co. (ADATA) has reported record-breaking financial results for the third quarter of 2025, marking a clean sweep of quarterly highs in operating gross profit, operating...

Thursday 13 November 2025

Foxconn confirms OpenAI partnership, doubling down on trillion-dollar compute race

Foxconn chairman Young Liu used the company's latest earnings call to deliver a message: artificial intelligence is no longer just a growth driver—it is now the most decisive...

Thursday 13 November 2025

Taiwan's materials suppliers ride AI and semiconductor boom into record revenue

Taiwan's major materials distributors — Niching Industrial, Wah Lee Industrial, Topco Scientific (TSC), and Chang Wah Electromaterials...

Thursday 13 November 2025

Rising demand for AI computing drives data center upgrades and power system innovation

The escalating need for AI computing power is significantly accelerating global data center construction and prompting server upgrades. Market forecasts indicate that capex by the...

Thursday 13 November 2025

Chicony Electronics 3Q25 profit surges 23% on premium product mix

Electronic components supplier Chicony Electronics reported stable growth in the third quarter of 2025, supported by higher sales of high-margin products, a slight depreciation of...

Thursday 13 November 2025

Wistron sees rising margins as AI server demand surges

Wistron expects its robust 2025 momentum to continue into the first quarter of 2026, fueled by sustained, strong demand for artificial intelligence (AI) servers.

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Oct 2, 10:32

SK Group partners with OpenAI to advance global AI infrastructure

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