News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Sunday 8 March 2026

DynaPack plans triple BBU capacity expansion to meet AI data center demand

With AI data centers now integrating battery backup units (BBU), battery module maker DynaPack plans to add an additional 200% to its production capacity at its Taiwan and Thailand...

Sunday 8 March 2026

Broadcom CEO sees copper interconnects viable through 2028

Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated...

Saturday 7 March 2026

TienPin eyes stable growth in 2026 as AI server liquid-cooling cleaning demand heats up

TienPin United Enterprise has been benefiting from a rapid surge in the artificial intelligence (AI) server liquid-cooling cleaning business since the second half of 2025, with its...

Friday 6 March 2026

Nvidia's LPU push could reshape inference economics as OpenAI signals major buy

Nvidia plans to shift the AI compute battleground from training to inference by integrating language processing unit technology and offering multiple inference chips, with OpenAI agreeing...

Friday 6 March 2026

AP Memory expands S-SiCap capacity as chipmakers shift toward custom memory

AP Memory expects growth momentum to extend into 2026, with revenue visibility already exceeding the typical six-month outlook seen in previous years. Tight supply in the global memory...

Friday 6 March 2026

Samsung bets on higher-priced Galaxy S26 to lift Taiwan revenue

Samsung Electronics unveiled its Galaxy S26 series and Galaxy Buds4 earphones on February 26. They disclosed a Taiwan rollout plan on March 4, with pre-orders running from March 4...

Friday 6 March 2026

Intel’s EMIB gains traction as CoWoS alternative, reviving IC substrate investment

The global AI surge has sharply increased demand for advanced chips, leaving TSMC's CoWoS capacity in tight supply. Intel's advanced packaging strategy is set to reach a critical turning...

Friday 6 March 2026

Column: AI reasoning era reshapes compute demand and signals structural growth for semiconductor supply chains

In the second half of 2022, AI underwent a genuine structural inflection point. Frontier models began to demonstrate true generalization and multi-tasking capabilities at scale. Generalization...

Friday 6 March 2026

Foxconn February revenue rises 8% on continued AI server demand

Hon Hai Precision Industry (Foxconn) reported consolidated revenue of NT$595.81 billion (approx. US$18.78 billion) for February 2026, down 18.39% from NT$730.04 billion in January,...

Friday 6 March 2026

Former TSMC SVP leads V5 Technologies' AI inspection push in semiconductor packaging

V5 Technologies, a leading maker of advanced semiconductor inspection equipment centered on AI algorithms, is capitalizing on the explosive growth in advanced process and packaging...

Thursday 5 March 2026

Persistent DRAM shortage to push prices and capacity investments higher, Nanya says

DRAM supply-demand tightness and rapid AI-driven demand expansion will drive contract prices up and prompt sustained capacity investment, Nanya Technology (NTC) president Pei-Ing Lee...

Thursday 5 March 2026

Keysight sees rising AI infrastructure test demand, order-to-ship ratio above 1

Keysight Technologies forecasts rapid growth in AI infrastructure testing and verification through 2026 as deployments expand from chip-level to cluster-scale, Taiwan chairman and...

Thursday 5 March 2026

Memory price surge drives Transcend's profits higher, signaling tighter DDR4 market and potential industry margin gains

Memory module maker Transcend Information saw its net profit double from a year ago in 2025, as rising memory prices and sustained demand lifted margins and revenues. The company said...

Thursday 5 March 2026

Taiwan weighs power controls for AI data centers as compute push tests grid capacity

Taiwan is exploring regulatory measures to manage the rising electricity demand from AI computing infrastructure, even as the government...

Thursday 5 March 2026

PC chip orders pull forward, blurring the 2026 seasonal cycle

In recent weeks, Taiwanese IC design companies have indicated during earnings calls that advance stocking across the IT industry has been...

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