News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Monday 3 November 2025

Win Semiconductor back in the black on US smartphone, 3D sensor demand

Win Semiconductor, the world's largest pure-play gallium arsenide (GaAs) foundry, rebounded sharply in the third quarter of 2025 on strong...

Sunday 2 November 2025

Energy storage demand surges, driving new growth for Taiwan’s power technology sector

Amid the global energy transformation driven by AI data centers, electric vehicle fleets, and ESG regulations, Taiwan's Seetel New Energy is emerging as a leading player in energy...

Sunday 2 November 2025

Taiwan energy firms shift from equipment to integrated solutions in net-zero push

As the global push for net-zero emissions and energy transition gathers pace, energy saving and carbon reduction have become central to corporate competitiveness. With carbon fees...

Saturday 1 November 2025

Siemens turns to software to manage AI’s power surge

The rapid expansion of the semiconductor industry and artificial intelligence (AI) supply chains is driving a sharp increase in global electricity demand, raising new challenges for...

Saturday 1 November 2025

AUO pushes integrated solar-storage solutions amid surging post-grid demand

Au Optronics (AUO) is accelerating its expansion in the smart energy sector, unveiling integrated "storage-first" and "solar-plus-storage" solutions at Energy Taiwan 2025. Partnering...

Saturday 1 November 2025

Taiwan solar maker pushes storm-proof technology and niche strategy in U.S. and Japan markets

Taiwanese solar module maker TSEC is aiming to reposition itself amid ongoing geopolitical realignments. In remarks on October 29, 2025, TSEC executive vice president William Liao...

Saturday 1 November 2025

LandMark eyes strong SiPh growth with rising long-term orders

LandMark expects its silicon photonics (SiPh) product shipments to continue increasing over the next few quarters, with fourth quarter 2025 revenue projected to match or slightly...

Friday 31 October 2025

Samsung Electro-Mechanics posts strong 3Q25 results, eyes double-digit MLCC growth in 2026

Samsung Electro-Mechanics has reported robust financial results for the third quarter of 2025 and projects sustained strong demand for multilayer ceramic capacitors (MLCCs) in 2026,...

Friday 31 October 2025

Massive US investment highlights Texas Instruments' push for manufacturing resilience

Texas Instruments (TI) unveiled a US$60 billion investment plan in June 2025 to expand its semiconductor manufacturing within the US, aiming to increase wafer capacity fivefold with...

Friday 31 October 2025

Panasonic cuts fiscal 2025 profit forecast amid weak US EV battery market

Panasonic Holdings has revised down its operating profit forecast for fiscal year 2025 by 13.5%, primarily due to reduced profitability in its energy business segment that includes...

Friday 31 October 2025

Yageo sees 12.9% profit rise in 3Q25 driven by AI demand

Taiwanese passive component leader Yageo reported significant revenue growth in the third quarter of 2025, fueled by strong demand for artificial intelligence (AI) and high-end application-related...

Friday 31 October 2025

AUO adopts conservative 4Q25 outlook but optimistic for 2026

AUO's profits turned to losses in the third quarter of 2025, but the company still maintained profitability for the first three quarters. The second half of the year is expected to...

Friday 31 October 2025

Global notebook shipment forecast, 2026 and beyond

Introduction

Friday 31 October 2025

AMD ties pay off: Tongfu Microelectronics reaps AI-driven profit surge

Tongfu Microelectronics, a leading Chinese semiconductor packaging and testing firm, posted record revenue and profit in the third quarter of 2025. Revenue for the first three quarters...

Friday 31 October 2025

Google, Meta, and Microsoft double down on AI infrastructure despite mixed earnings

Cloud service providers, including Google, Meta, and Microsoft, this week reported mixed quarterly earnings, yet one theme united all...

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Oct 2, 10:32

SK Group partners with OpenAI to advance global AI infrastructure

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