News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

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

Introduction

Thursday 13 August 2026

Qisda eyes AI infrastructure as fastest-growing business opportunity

Qisda Chairman Peter Chen said infrastructure is the foundation that must first be built as AI compute demand surges. He said Qisda...

Thursday 13 August 2026

Pegatron stocks AI server parts early as shortages spread through supply chain

Pegatron Corp. said in its second-quarter 2026 results that its server business posted strong gains and that it had already begun preparing for demand in the second half of 2026 while...

Thursday 13 August 2026

Pegatron profit surges on AI server shipments and stronger product mix

Pegatron reported its second-quarter 2026 results on the 12th, saying net profit attributable to the parent company rose more than 14-fold year-on-year as shipments of information...

Thursday 13 August 2026

LandMark Optoelectronics posts surge in profit on silicon photonics demand

LandMark Optoelectronics Corp. reported a sharp jump in revenue, margins, and profit in the second quarter of 2026, driven by strong demand for silicon photonics products and higher...

Thursday 13 August 2026

Asus raises server outlook as AI demand lifts record second quarter results

Asus reported record second-quarter 2026 results driven by servers and PCs, while management pointed to strong demand for AI computing and cloud infrastructure. The Taiwan-based PC...

Thursday 13 August 2026

Asus projects up to 150% server growth as AI demand lifts results

Asustek Computer said growth in its AI server and PC businesses pushed revenue, operating profit, and net profit to record highs in the second quarter of 2026. The Taiwan-based hardware...

Thursday 13 August 2026

SK Hynix expands EUV roadmap with High-NA tools and PSM adoption

SK hynix said it is advancing its use of extreme ultraviolet (EUV) lithography for the mass production of next-generation DRAM, with high-numerical-aperture (High-NA) EUV equipment...

Thursday 13 August 2026

Zhen Ding targets 50% revenue share from AI servers, optical modules, IC substrates by 2030

Zhen Ding Tech (ZDT), a major PCB supplier, said at its second-quarter 2026 earnings conference on August 11 that rising investment...

Thursday 13 August 2026

ChipMOS lifts capex for 2026-2027 on memory and AI ASIC growth

ChipMOS said strong demand for automotive panels and memory products drove revenue and profit to record highs in the second quarter...

Thursday 13 August 2026

LGES, Lopal sign three-year LFP supply deal worth up to CNY27 billion

LG Energy Solution (LGES) and China's Jiangsu Lopal Tech have signed a three-year framework agreement covering up to CNY27 billion (approx. US$3.8 billion) in lithium iron phosphate...

Thursday 13 August 2026

Tencent starts paying for AI in cash, core business is covering the bill

Tencent Holdings used its second quarter to show what an AI build-out costs a company that can afford one. Capex reached CNY52.8 billion (US$7.81 billion), up 176% from a year earlier,...

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Jul 30, 08:00

EDOM Accelerates Edge AI Deployment with NVIDIA Technologies

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