News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Wednesday 4 March 2026

Taipower forecasts over 5GW new power demand by 2030 amid semiconductor and AI data center expansion

With the ongoing AI surge driving capacity expansions in Taiwan's foundry, memory, advanced packaging, and server industries, Taiwan Power Company (Taipower) expects new power demand...

Wednesday 4 March 2026

Despite memory shortage and price surge extending through 2026, three industries hold strong purchasing power

The global memory market faces ongoing shortages and price hikes driven by robust AI data-center demand, sparking a fierce resource competition expected to last through 2026. However,...

Wednesday 4 March 2026

Chinese fabless AI chipmakers report sharp revenue growth with divergent profitability in 2025

Two of China's leading AI chip developers, Moore Threads and Cambricon Technologies, reported strong revenue expansion in 2025, supported by rising demand for AI computing power. However,...

Wednesday 4 March 2026

Catcher to start mass production for new customers in 2Q26, full-year revenue contribution expected to reach double digits

Catcher said products for new customers will gradually enter mass production starting in the second quarter of 2026, with full-year revenue contributions potentially reaching double-digit...

Wednesday 4 March 2026

AMD targets AI infrastructure boom with MI450 ramp and hyperscaler deals

AMD will deepen multi‑year partnerships with Meta and OpenAI as it ramps MI450 and rack‑scale systems, while maintaining aggressive financial targets and preparing to meet...

Wednesday 4 March 2026

Samsung expands AI chip push with Pyeongtaek P5 and Texas foundry ramp

Samsung Electronics is accelerating the expansion of its Pyeongtaek semiconductor campus in South Korea, aiming to establish the site...

Wednesday 4 March 2026

TSMC leads foundry price hikes as second-tier firms see profit rebound

The global semiconductor industry is undergoing a new wave of structural reshuffling driven by the AI boom. In the wafer foundry sector, mature node foundry prices are finally breaking...

Wednesday 4 March 2026

Apacer eyes 2-2.5x memory ASP rise to boost 2026 revenue and profit

Memory module maker Apacer delivered strong results in 2025, with CEO Chia-Kun Chang stating that the memory industry will see no price reversal in 2026. With average selling prices...

Wednesday 4 March 2026

Nvidia's multi-year deals with Lumentum and Coherent could accelerate silicon photonics commercialization

Nvidia has signed multi-year, non-exclusive agreements with US-based Lumentum Operations LLC and Coherent that include long-term procurement commitments worth billions of dollars and...

Wednesday 4 March 2026

Commentary: Nvidia, MediaTek bankroll optics shift that's reshaping AI data centers

A new trend is emerging in the AI infrastructure race. After MediaTek invested in US silicon photonics start-up Ayar Labs, Nvidia followed with US$2 billion investments in optical...

Wednesday 4 March 2026

uPI Semi warns of tight PMIC supply amid wafer price hikes and AI server demand

Power management IC (PMIC) designer uPI Semi has forecast a widespread shortage in power IC supply throughout 2026, driven by surging demand from AI servers requiring high-performance,...

Wednesday 4 March 2026

Hormuz threat lifts oil risk, adding pressure to memory and consumer electronics

The US and Israel launched coordinated strikes on Iran over the weekend, prompting Tehran to threaten the closure of the Strait of Hormuz,...

Tuesday 3 March 2026

Memory pricing shifts to 'hourly' as giants dominate, SMEs fight for survival

Semiconductor industry insiders report that memory shortages and price surges have intensified alongside AI industry growth, pushing some memory prices into an "hourly pricing" model...

Tuesday 3 March 2026

Yageo subsidiary Kemet hikes tantalum capacitor prices for third time as strong AI server demand continues

As artificial intelligence (AI) server applications consume large amounts of tantalum polymer capacitors, the supply-demand gap in the market continues to widen. Kemet, a subsidiary...

Tuesday 3 March 2026

Samsung, SK Hynix expand hiring as HBM, DRAM demand enters supercycle

With the semiconductor industry entering a supercycle and reporting record earnings, Samsung Electronics and SK Hynix are preparing to launch...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook