News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Saturday 11 April 2026

Analysis: Taiwan's AI supply chain posts strong March revenues, signaling the buildout is still accelerating

Taiwan's listed companies powering the global AI server supply chain delivered exceptional March 2026 revenues across virtually every segment, with TSMC posting its strongest single-month...

Saturday 11 April 2026

Catcher adopts cautious outlook, citing supply chain bottlenecks and cost pressures

Despite revenue growth in March 2026, Catcher Technology is maintaining a prudent outlook for 2026, citing supply chain bottlenecks, cost pressures, and uncertain end-market demand...

Saturday 11 April 2026

Taiwan chip distributors report record quarter on AI boom

Taiwan's two largest semiconductor distributors, WT Microelectronics and WPG Holdings, reported record-breaking quarterly results, underscoring how surging demand for artificial intelligence...

Saturday 11 April 2026

BenQ Materials expands into semiconductor processes, targets advanced nodes

BenQ Materials is expanding into semiconductor materials, with president Ray Liu saying the company has entered CMP cleaning brush rollers...

Friday 10 April 2026

Realtek posts 39% revenue surge as new SerDes demand drives growth

Realtek's stronger-than-expected March and first-quarter 2026 revenues signal important implications for global supply chains and device makers, showing pull-ins in PC shipments and...

Friday 10 April 2026

MAtek sees record March revenue as AI and silicon photonics boost testing demand

MAtek's March revenue surge has implications for global chipmakers and AI infrastructure providers: rising demand for advanced material and failure analysis testing linked to AI chip...

Friday 10 April 2026

GlobalWafers' 12-inch line to run full in 2Q26 as wafer utilization rises

GlobalWafers reported March and first-quarter 2026 revenue that underscores transient operational disruptions with global implications: March consolidated revenue reached NT$5.45 billion...

Friday 10 April 2026

Asustek posts record March and 1Q26 revenue on strong AI server demand

Asustek's record-breaking March and first-quarter 2026 results reflect surging demand for AI servers and PCs, with broader implications for enterprise infrastructure spending and global...

Friday 10 April 2026

Taiwan accelerates SiPh and materials breakthroughs for next-gen AI computing

Taiwan is stepping up its global semiconductor leadership with a coordinated push into silicon photonics (SiPh) and advanced materials, aiming to meet surging demand for faster, more...

Friday 10 April 2026

Tesla reportedly turns back to affordable cars as growth slows

Tesla is developing a new, smaller and lower-cost electric sport utility vehicle, according to people familiar with the matter and the...

Friday 10 April 2026

MPI posts record 1Q26 revenue, invests NT$2B in Hsinchu plant expansion

Semiconductor test interface leader MPI reported a new quarterly revenue high in the first quarter of 2026, driven by strong demand for AI-related chip testing and signaling sustained...

Friday 10 April 2026

Ampak cites DDR price swings disrupting orders, sees industrial control demand support

Ampak Technology's focus on Wi-Fi 7, 5G RedCap, SoM modules, AIoT, and Edge AI signals strategic shifts with global implications: customers worldwide may see delayed consumer shipments...

Friday 10 April 2026

Oracle ramps AI infrastructure spending, supply chain expands to meet surging customer orders

Oracle's surge in AI infrastructure spending is prompting global supply chains to expand capacity, with partners ramping factories in Taiwan, Vietnam and the US to serve hyperscale...

Friday 10 April 2026

TSMC smashes records with massive 45% revenue surge in March

Tech giant TSMC has released a blockbuster revenue report for March 2026, signaling an extraordinary acceleration in the semiconductor sector.

Friday 10 April 2026

China OSATs step up investment drive as AI demand lifts advanced packaging race

China's outsourced semiconductor assembly and test (OSAT) sector is accelerating capacity expansion and technology upgrades, with leading...

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