News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Friday 1 May 2026

China's US$1M Nvidia AI servers expose global chip squeeze

Prices for high-end AI servers in China are diverging sharply from global benchmarks, with systems built around Nvidia's B300 chips now...

Friday 1 May 2026

Advantest beats on AI chip testing, cautious outlook dents shares

Japan's Advantest closed its fiscal year with strong results, highlighting how AI-driven chip demand is reshaping semiconductor testing...

Friday 1 May 2026

Samsung Electro-Mechanics weighs MLCC price hike of 5–10% as supply tightens

Samsung Electro-Mechanics is considering raising prices for multilayer ceramic capacitors (MLCCs) by about 5% to 10% as demand from artificial intelligence (AI) infrastructure tightens...

Friday 1 May 2026

Macronix eyes steady growth from 1Q26 amid eMMC supply gap

Memory maker Macronix (MXIC) is emerging from an operational slump in the first quarter of 2026, driven by explosive revenue growth in embedded multi-media cards (eMMCs) as major global...

Friday 1 May 2026

Samsung strike threat highlights rising labor risk to AI chip supply chain and corporate pay models

Samsung Electronics is facing its largest labor escalation in years after unions representing tens of thousands of workers voted to authorize strike action. The dispute centers on...

Friday 1 May 2026

KLA 3Q26: AI chip demand drives process control, guidance fails to clear bar

KLA Corporation's fiscal 3Q26 results underscore a familiar pattern in the current semiconductor cycle: strong execution tied to AI infrastructure demand, but investor expectations...

Friday 1 May 2026

SanDisk 3Q26: AI demand lifts NAND, long-term deals reshape profit model

SanDisk's fiscal 3Q26 results point to a decisive shift in the NAND industry, with AI-driven data center demand lifting both performance and pricing, while new long-term supply agreements...

Friday 1 May 2026

Apple earnings call signals a supply-constrained handoff to the Ternus era

Apple's fiscal second-quarter earnings call was less about the beat and more about positioning the next phase of leadership. The message...

Friday 1 May 2026

Apple's fiscal 2Q in numbers: iPhone surge, China rebound, margins hold

Apple Inc. beat Wall Street expectations in its fiscal second quarter, with strong iPhone demand, resilient Services growth and a rebound...

Thursday 30 April 2026

Taiwan OSAT Powertech lifts capex to US$1.6bn, targets AI packaging growth

Memory packaging and testing provider Powertech Technology posted net profit of NT$1.84 billion (US$57 million) for the first quarter of 2026, its second-highest for the same period,...

Thursday 30 April 2026

ASE Technology sees seasonality fade as AI demand drives steady 2026 growth

Global outsourced semiconductor assembly and test (OSAT) leader ASE Technology Holding (ASEH) held an earnings call on April 29, reporting a robust first quarter of 2026 that broke...

Thursday 30 April 2026

MetaX GPU revenue jumps 75%, losses narrow on AI demand

China-based GPU developer MetaX reported a solid start to 2026, underscoring how domestic high-performance GPUs are beginning to translate technical progress into tangible commercial...

Thursday 30 April 2026

Meta's 1Q26 earnings redraw the AI hardware map

Meta Platforms' first-quarter 2026 earnings delivered one of the most consequential procurement signals in recent memory for Asia's technology supply chain.

Thursday 30 April 2026

Microsoft's capex plans draw scrutiny as Azure demand outstrips capacity

Microsoft executives defended the company's rising capital spending after reporting stronger-than-expected fiscal third-quarter results,...

Thursday 30 April 2026

Samsung memory buyers lock in longer deals as 2027 demand comes early

Samsung Electronics executives said major memory customers are seeking longer-term supply commitments and pulling forward demand for...

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