News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Tuesday 10 February 2026

AUO turns profitable in 2025, expects revenue growth through 2026 despite uncertainties

AUO posted a net profit for full-year 2025, reversing previous losses, and anticipates quarterly revenue increases throughout 2026 despite ongoing macroeconomic uncertainties, including...

Tuesday 10 February 2026

Renesas turns to China and India for recovery after first net loss in six years

Renesas Electronics recorded its first net loss in six years in fiscal 2025, reflecting weak demand for automotive semiconductors and a limited contribution from AI-related products...

Tuesday 10 February 2026

Vanguard sees modest recovery as capacity use rises in early 2026

Vanguard International Semiconductor (VIS) reported consolidated revenue of NT$4.01 billion (approx. US$127 million) in January 2026,...

Tuesday 10 February 2026

TSMC posts 36.8% sales surge in January 2026 on strong AI demand

Taiwan Semiconductor Manufacturing Co.(TSMC) reported a sharp 36.8% jump in January revenue, underscoring an acceleration in global demand...

Tuesday 10 February 2026

Samsung strengthens AI and supply chain resilience to counter smartphone market headwinds

Facing challenges from soaring memory prices, inflation, and geopolitical risks, the global smartphone demand is widely expected to decline by 2-3% in 2026. However, Samsung Electronics,...

Tuesday 10 February 2026

Exclusive: only cash strength can save China's TOPCon solar sector from endgame

With China's solar products set to lose a 9% export tax rebate in April 2026, compounded by raw material inflation, a wave of pre-rebate-cancellation stockpiling should theoretically...

Tuesday 10 February 2026

Exclusive: Panjit eyes rapid growth in AI data center power semiconductors with hot-swap tech

Power semiconductor maker Panjit International is positioning itself to capitalize on the booming demand from AI data centers, targeting fast growth in AI, cooling, and power supply...

Tuesday 10 February 2026

Onsemi posts US$1.53 billion in 4Q25 revenue as margins improve

Onsemi reported fourth-quarter revenue of US$1.53 billion, with management citing early signs of stabilization across its core markets and continued growth in AI data center demand...

Tuesday 10 February 2026

Amkor pivots toward AI and HPC with ambition to expand advanced packaging

Amkor Technology is accelerating its transition into the next wave of advanced packaging growth, focusing on high-performance computing (HPC) and artificial intelligence (AI). This...

Tuesday 10 February 2026

Zhen Ding Tech sees record January revenue driven by high-end AI applications

PCB giant Zhen Ding Technology (ZDT) reported that despite the traditional consumer electronics off-season in the first quarter of 2026, strong demand for advanced AI products propelled...

Tuesday 10 February 2026

Big Tech's debt-fueled race to the top: Alphabet makes 100-year bet on AI dominance

Alphabet is tapping global debt markets at an unprecedented scale to bankroll its aggressive AI expansion, signaling how far Big Tech is willing to go to secure computing power, data...

Tuesday 10 February 2026

Yageo sees record January revenue driven by AI demand, pre-holiday stocking

Passive component giant Yageo reported year-over-year and sequential revenue increases in January 2026, fueled primarily by strong, sustained order momentum from customers related...

Tuesday 10 February 2026

Exclusive: China's TOPCon solar in survival mode as it faces overcapacity and rising costs

Technological iteration is supposed to symbolize progress. Yet N-type (Tunnel Oxide Oxide Passivated Contact) TOPCon technology, which has been in commercial deployment for only about...

Tuesday 10 February 2026

Taiwan server ODMs set for record first quarter, driven by AI server demand

Taiwan's server supply chain is entering what suppliers expect to be its strongest first quarter on record. ODMs, including Quanta, Wistron,...

Tuesday 10 February 2026

Amkor posts strong 2025 results as advanced packaging drives growth, ramps up AI-focused investment

On February 9, Amkor Technology reported solid financial performance for both the fourth quarter and full year 2025, supported by record revenue from advanced packaging and computing...

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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