News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Monday 17 August 2026

Samsung Electro-Mechanics, LG Innotek substrate lines near full capacity as AI demand rises

Samsung Electro-Mechanics (SEMCO) and LG Innotek pushed their semiconductor package substrate operations close to full capacity in...

Monday 17 August 2026

Anthropic, OpenAI's looming mega-IPOs heat up AI revenue race

Anthropic and OpenAI are turning their AI rivalry into a revenue race, with both companies posting sharp growth, gaining enterprise...

Monday 17 August 2026

WaveSplitter returns to profit as AI optics demand lifts 1H revenue

WaveSplitter posted NT$477 million (US$14.95 million) in consolidated revenue in the first half of 2026, up 47% from a year earlier,...

Monday 17 August 2026

Hermes Testing's 1H26 profit more than triples on rising AI testing demand

Hermes Testing Solutions (HTSI), a semiconductor testing solutions provider, stated that continued growth in demand for artificial intelligence (AI) and high-performance computing...

Monday 17 August 2026

Topoint's high-end drill bits hit 56% share ahead of schedule, aims to double capacity by end of 2028

Printed circuit board (PCB) drill bit manufacturer Topoint Technology stated during its second-quarter 2026 earnings call that strong...

Monday 17 August 2026

Weekly news roundup: AI expansion fuels supernodes, post-HBM memory, liquid cooling and supply-chain shifts

This week's most-read stories traced the AI boom across the stack, from supernodes and next-generation memory to liquid cooling, solar power, telecom services and PCB demand. Below...

Monday 17 August 2026

OCI thins solar wafers to boost Vietnam output 39%

OCI Holdings is turning to thinner solar wafers to raise output from its Vietnam operations by nearly 40% without adding production lines, as demand from US customers outpaces existing...

Monday 17 August 2026

AI server tracker: Demand drives strong growth across Taiwan's CCL, design services, substrate, and testing supply chains

Taiwan's AI server supply chain continued to show strong growth in July 2026, with revenue rising across copper-clad laminate (CCL), design services, substrates, and testing. All four...

Monday 17 August 2026

AI vision sensing demand heats up for Novatek, PixArt, Elan, Realtek

Taiwanese IC design firms that have been building out AI vision sensing businesses are now reaping the rewards, with major players including display driver IC (DDI) leader Novatek...

Monday 17 August 2026

DFI accelerates edge AI rollout in 2H26 with ‘Right Compute’ strategy

Industrial PC (IPC) maker DFI held its second-quarter 2026 earnings conference on August 14, reporting a sharp improvement in profitability as its embedded, intelligent automation...

Monday 17 August 2026

E Ink cuts 2026 outlook as signage gains momentum

E Ink has lowered its 2026 revenue growth outlook after rising memory prices hit demand for consumer electronics, but the company said...

Monday 17 August 2026

T-glass demand surges as IC substrate makers see shortages through 2028

As the global AI computing infrastructure boom drives rapid demand growth for GPUs, CPUs, and ASICs, the ABF substrate industry is set to swing into shortage in 2026, with the supply-demand...

Monday 17 August 2026

Fu Chun Shin lifts second quarter margins on stronger electronics demand

Fu Chun Shin Machinery said rising investment in smart manufacturing and AI infrastructure lifted demand for high-precision, high-efficiency, and intelligent equipment across ICT,...

Monday 17 August 2026

Gogolook sees 2026 revenue hit new high as anti-fraud businesses expand

Taiwanese trust technology company Gogolook said its revenue and profitability are expected to stay strong in the second half of 2026, helped by continued growth, critical operating...

Monday 17 August 2026

Taiwan's Century Group eyes SMR supply chain as AI power demand accelerates

AI-driven electricity demand is prompting Century Group to broaden its energy ambitions beyond offshore wind. The group plans to enter the small modular reactor (SMR) supply chain...

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Aug 20, 11:00

Corning-IRICO Trade Secret Case Enters New Phase

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