News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Wednesday 10 December 2025

Taiwan and US race to buy 500,000 military drones, testing supply chain resilience

Taiwan and the US plan to procure nearly half a million military drones over the next two years, a rapid buildup that is driving manufacturers...

Wednesday 10 December 2025

Taiwan chipmakers shift to non-consumer AI markets as cloud AI outpaces edge

Due to the lack of a significant surge in edge AI demand in 2025 and China's push for chip localization, Taiwan-based IC design houses are increasingly losing ground in global competition...

Wednesday 10 December 2025

Tex Year Technologies ramps up production capacity with new plant in India

Tex Year Technologies has commenced mass production at its second manufacturing facility in Mahad Industrial Area, Maharashtra, India, significantly boosting its local output amid...

Tuesday 9 December 2025

Apple demand spurs Jahwa's move to expand actuator production

Apple supplier Jahwa Electronics plans to expand its actuator factory in Gumi, South Korea, to meet rising demand for high-end folded-zoom actuators from Apple and other customers.

Tuesday 9 December 2025

Nvidia GB300 orders lift Taiwan ODMs, fuel strong 2026 outlook

Strong demand for Nvidia's GB300 accelerators lifted fourth-quarter 2025 performance for major Taiwanese original design manufacturers. Foxconn, Quanta, and Wistron reported solid...

Tuesday 9 December 2025

Google TPU demand remains strong, but CoWoS and memory cap 2026 production

Google's TPU demand is expected to stay high through 2027, driven by AI applications like Gemini. However, production growth in 2026 may be limited by advanced packaging (CoWoS) and...

Tuesday 9 December 2025

Catcher eyes cautious 1H26 amid memory and chip supply tightness

Chassis maker Catcher Technology stated that as the calendar moves into the year-end shopping season of 2025, promotional campaigns and a rebound in end-market demand are expected...

Tuesday 9 December 2025

Tata Group and Intel form strategic alliance to assemble chips in India

Tata Group and Intel announced on December 8 that they have signed a memorandum of understanding to explore cooperation across semiconductor manufacturing, packaging and AI-focused...

Tuesday 9 December 2025

China's EMS giants pivot to robotics as global ODM/EMS rankings enter a new era

The DIGITIMES third quarter 2025 global EMS/ODM ranking highlights a rapidly transforming manufacturing landscape, driven by...

Tuesday 9 December 2025

Taiwan drone giant pursues US$1 billion Pentagon drone contract

Thunder Tiger expects strong demand over the next two years as it prepares to compete for drone procurement programs in Taiwan and the US. General Manager Gene Su said the company...

Monday 8 December 2025

Cable makers see short-term gains from rising copper prices

Amid the recent surge in copper prices, cable maker Taya points to potential short-term benefits from inventory appreciation, but long-term profits will still depend on inventory...

Monday 8 December 2025

Samsung reportedly gains momentum in foundry and memory with improved 4nm yields

Samsung Electronics is reportedly gaining momentum across its foundry and memory operations as higher yields on its 4nm process and a broad recovery in DRAM demand position the company...

Monday 8 December 2025

Geopolitics push AI chip packaging into Taiwan-US duopoly

Geopolitical realignments are accelerating a reshaping of the global outsourced assembly and test (OSAT) landscape. Industry analysts say that over the next five years, advanced AI-chip...

Monday 8 December 2025

SK Hynix reportedly delays HBM4 mass production amid Nvidia Rubin AI accelerator launch plans

SK Hynix has reportedly postponed the mass production timeline for its sixth-generation high bandwidth memory (HBM4) from the end of the second quarter of 2026 to the third quarter...

Monday 8 December 2025

TSMC expansion to drive record earnings for Taiwan engineering contractors through 2026

Taiwan's leading construction engineering contractors are on track to post record results in 2026 as TSMC accelerates advanced fab expansion...

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Dec 12, 08:00

AWS Joint Innovation Center Kaohsiung Showcases Startups Accelerating Enterprise Modernization and Smart City Innovation

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