News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Friday 10 July 2026

CSP ASIC demand drives structural growth in high-speed interconnects

As cloud service providers (CSPs) continue to ramp up capital expenditures, demand for high-speed interconnects within data centers is accelerating. Multiple research firms forecast...

Friday 10 July 2026

HBM prices set to double in 2027 as AI demand and supply deals tighten the memory market

High-bandwidth memory (HBM) prices could more than double in 2027 as Nvidia's Rubin platform drives demand, HBM4 raises production...

Friday 10 July 2026

China's AI talent demand spreads into chips, rare earths, and new materials

China's graduate job market is shifting toward semiconductors, materials, and manufacturing, with global implications for supply chains, AI development, and critical minerals. Fresh...

Friday 10 July 2026

Malaysia solar firms rush to secure stock before China tax breaks end

Malaysia's renewable energy market is expected to keep expanding in 2026 as data center construction and rising solar adoption support demand, while Chinese policy changes are already...

Friday 10 July 2026

Liteon Technology June revenue jumps 37% on AI server power demand

Liteon Technology reported consolidated revenue of NT$18.7 billion (US$580 million) in June 2026, up 8% from May and 37% from a year earlier, as demand for AI and cloud computing high-end...

Friday 10 July 2026

Global Mixed-mode Technology says second-quarter revenue met expectations as it sees seasonal demand in late 2026

Global Mixed-mode Technology reported June revenue of NT$743 million (US$23.16 million), down 0.71% from May but up 7.19% from a year earlier. The Taiwanese PMIC maker said second-quarter...

Friday 10 July 2026

Hushan reports June sales as North America aftermarket demand cools briefly

Hushan said its self-reported consolidated revenue for June was about NT$120 million (US$3.74 million), led by about NT$61 million from door-handle products, about NT$28 million from...

Friday 10 July 2026

Arbor posts record June sales as edge AI demand lifts first-half revenue

Taipei-based industrial PC maker Arbor reported record consolidated revenue in June 2026 and said demand for edge AI, smart manufacturing and industrial digital transformation continued...

Friday 10 July 2026

JPC Connectivity June revenue hits a new high on AI data center demand

AI data centers and faster interconnects are lifting demand for JPC Connectivity, with the cable and connector maker posting record June revenue and stronger quarterly results. The...

Friday 10 July 2026

Cadmen sees stronger revenue ahead as Industry 4.0 orders fill through 2026

Cadmen said June revenue rose 9.28% year on year to NT$71.19 million (US$2.22 million), while first-half revenue climbed 9.66% to NT$401 million (US$12.52 million). The computer-aided...

Friday 10 July 2026

EU mandates driver distraction alerts in new cars

As the EU's General Safety Regulation provisions on driver distraction take effect, direct driver monitoring has become a standard...

Friday 10 July 2026

BOE profit surges on LCD recovery and 8.6G OLED AI PC ramp

BOE Technology expects first-half 2026 net profit to rise sharply as China's largest display panel maker benefits from a stronger LCD...

Friday 10 July 2026

LGES turns idled US EV battery lines toward AI data centers as storage demand fills the EV gap

LG Energy Solution's move to convert part of an idled US electric-vehicle battery plant into a line making lithium iron phosphate (LFP) cells for energy storage shows how South Korea's...

Friday 10 July 2026

Mitsubishi Chemical, JSW ramp GaN substrate capacity for EVs and data centers

Mitsubishi Chemical and Japan Steel Works are preparing a fresh capacity expansion in gallium nitride (GaN) substrates, aiming to capture...

Friday 10 July 2026

E&R Engineering advances glass substrate pilot production to 2H27

E&R Engineering says AI demand and faster-than-expected glass substrate adoption are tightening equipment supply and advancing investment plans across Asia and the US. For global...

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Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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