News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Tuesday 23 September 2025

Partner Tech and CipherLab forge alliance to capture smart retail opportunities with integrated technologies

Taiwan's smart retail solution provider Partner Tech has announced a strategic partnership with CipherLab, a manufacturer of automatic identification and data capture (AIDC) mobile...

Tuesday 23 September 2025

Taiwanese aerospace component makers face soaring demand and capacity constraints amid industry recovery

The global aerospace sector's rebound from the pandemic has fueled strong demand for aircraft and related components, leading Taiwanese suppliers to report order volumes far exceeding...

Tuesday 23 September 2025

Alibaba to expand Singles' Day promotions to 20 countries

Alibaba Group announced on September 22 that, unlike previous years, the 2025 Singles' Day e-commerce promotion will extend beyond China to simultaneously take place in 20 international...

Tuesday 23 September 2025

Apple iPhone 17 launch triggers supply surge with increased production targets

Following the release of Apple's iPhone 17 series, consumer demand has outpaced expectations, prompting Apple to accelerate production efforts. Despite mixed reviews of the devices'...

Tuesday 23 September 2025

Meta, OpenAI fuel Oracle's AI surge; Taiwan ODMs scramble to keep up

Oracle's AI data center business is booming, with reports of a US$20 billion order from Meta following a US$300 billion deal with OpenAI, and the surge in related AI server demand...

Tuesday 23 September 2025

Taiwan parts makers capitalize on defense export surge as drone wars reshape supply chains

Lessons from the battlefields of Ukraine and the Red Sea have made one thing clear: low-cost, mass-produced, and expendable drones are transforming combat. Once largely confined to...

Tuesday 23 September 2025

China policy containment eases DDR5 price fears as Taiwan's DDR4 supply sells out

China's AI-driven supply chain expansion is reshaping the DRAM landscape. CXMT, the country's top DRAM producer, will pivot entirely to DDR5, LPDDR5, and high-bandwidth memory (HBM)...

Monday 22 September 2025

Exclusive: ByteDance readies new AI glasses prototypes and waiting for Apple to heat up trend

The smart-glasses boom shows no signs of cooling, with market demand clearly established. Yet shipments have consistently fallen short of expectations, constrained by hardware limits...

Monday 22 September 2025

Samsung to hike DRAM prices up to 30% in 4Q25 as shortage bites

Samsung Electronics will raise contract prices for DRAM and NAND flash in the fourth quarter of 2025, industry sources told Newdaily.co.kr...

Monday 22 September 2025

Commodity DRAM and NAND prices set to rise in 2026 as AI chip boom creates shortage

South Korean industry and securities analysts predict that prices for general-purpose DRAM and NAND Flash will rise in 2026 amid looming supply shortages. The crunch stems from memory...

Monday 22 September 2025

Sunengine enters CPO advanced packaging supply chain

The explosive growth in AI computing demand is driving increased needs for GPUs, ASICs, and other components, accelerating the rapid development of global data center infrastructure...

Monday 22 September 2025

Not just Apple anymore: TSMC's 2nm finds 15 buyers hungry for AI performance

TSMC's 2nm (N2) process is nearing mass production, with industry sources indicating it has secured up to 15 customers. About 10 are focused on high-performance computing (HPC), showing...

Monday 22 September 2025

Taiwan eyes Southern expansion for TSMC as AI demand fuels chip boom

As Taiwan cements its role at the heart of the global semiconductor supply chain, the head of the National Science and Technology Council...

Monday 22 September 2025

iPhone 17 surge lifts Taiwan telecom and e-commerce sales

Apple's iPhone 17 series officially launched on September 19, 2025. Although Apple Intelligence still offers limited support for regions outside English-speaking areas, this year's...

Monday 22 September 2025

iPhone 17 preorders surge past iPhone 16, sparking Apple's biggest upgrade wave since 2021

Apple's iPhone 17 is now on shelves worldwide, and early preorder data points to a surge in demand compared with last year's iPhone 16 series. What's striking is that momentum is...

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Oct 2, 10:32

SK Group partners with OpenAI to advance global AI infrastructure

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