CONNECT WITH US
NEWS TAGGED DEMAND
Monday 11 May 2026
Trans-Sun Materials rides AI server wave with profit surge
Trans-Sun Materials Technology posted broad-based gains in the first quarter of 2026, with consolidated revenue rising 28.66% year on year to NT$379 million (US$12.07 million) and...
Monday 11 May 2026
Dayuan 1Q26 rebounds on North America broadband and defense orders
Dayuan Optoelectronics' consolidated revenue for the first quarter of 2026 reached NT$443 million (US$14.11 million), a 42.7% increase year on year, driven by North American broadband...
Monday 11 May 2026
Phison targets AI storage and edge computing growth through Phison 3.0 strategy
Phison Electronics Corp. reported record revenue and profit for the first quarter of 2026, while Chief Executive Khein-Seng Pua warned that a severe imbalance in the global NAND market...
Monday 11 May 2026
Ennoconn expands industrial AI push as European demand strengthens
Ennoconn Corporation reported record-high consolidated revenue for April 2026, driven by double-digit growth across its industrial IoT, smart factory, and facilities management bus...
Monday 11 May 2026
AI inference boom fuels memory race, with Samsung in pursuit
AI-driven demand and new product cycles are accelerating competition among major memory makers, creating pressure across storage and component supply chains. Production is running...
Monday 11 May 2026
Clevo posts 40% year-on-year profit growth as it stocks components ahead of second-quarter notebook price rises
Clevo reported steady first-quarter 2026 results, with consolidated revenue of NT$4.941 billion (US$157.3 million), gross profit of NT$1.03 billion, operating income of NT$338 million,...
Monday 11 May 2026
Anthropic's AI expansion reportedly fuels US$1.8 billion Akamai cloud deal

AI startup Anthropic has reportedly signed a US$1.8 billion computing agreement with Akamai Technologies as demand for generative AI services...

Monday 11 May 2026
Weekly news roundup: Taiwan freezes trading in MediaTek; 2D NAND shortage spirals
Below are the most-read DIGITIMES Asia stories from the week of May 4-10, 2026:
Monday 11 May 2026
AI surge drives Taiwan push for second-source PCB materials as market booms
The global copper-clad laminate market expanded sharply as AI computing demand forced higher-spec hardware, and Taiwan's printed circuit board supply chain moved to secure second-source...
Monday 11 May 2026
Lite-On posts 25% year-on-year revenue jump in April on AI power and BBU demand
Lite-On Technology reported April consolidated revenue of NT$16.7 billion (US$530 million), up 1% from March and 25% from a year earlier, marking the company's highest monthly intake...
Monday 11 May 2026
The AI memory squeeze may not ease before 2028
Global memory supply is under severe strain, prompting major cloud service providers to sign multi-year contracts with memory makers and forcing the industry to rethink capacity spending...
Monday 11 May 2026
Gigabyte's Giga Computing bets on South Korea's sovereign AI boom

Gigabyte Technology subsidiary Giga Computing is expanding aggressively in South Korea, positioning itself to benefit from a surge in demand...

Sunday 10 May 2026
AI demand fills Vanguard's Singapore fab ahead of schedule
Vanguard International Semiconductor said AI-driven demand has largely offset geopolitical and macroeconomic headwinds and will be the dominant force shaping semiconductor industry...
Sunday 10 May 2026
King Slide says AI compute demand is not a bubble and expects strong 2Q26 orders
King Slide, a maker of server rails and high-end mechanical components, said on May 7 that AI compute demand is not a bubble and that orders were expected to remain strong in the second...
Sunday 10 May 2026
Samsung boosts Galaxy S26 Ultra, A17 output as Q2 slowdown looms
Samsung Electronics has reportedly raised its May production plans for the Galaxy S26 series, with the Galaxy S26 Ultra leading the increase as demand for the company's premium smartphones...