News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Wednesday 27 August 2025

China's cloud giants diverge on AI strategies with spending surge

China's top cloud providers are charting different courses in artificial intelligence (AI) as the nation's tech boom enters a new stage. Alibaba, Tencent, ByteDance, and Huawei are...

Wednesday 27 August 2025

China reportedly turning to second-hand Nvidia A100, H100 GPUs after H20 ban

China's AI hardware market is facing an unexpected shake-up after authorities banned Nvidia's H20 accelerator, prompting a surge of second-hand AI training systems from overseas....

Wednesday 27 August 2025

China-based Cambricon posts surging 1H25 revenue as local AI chip demand soars

Chinese AI chip developer Cambricon Technologies reported a sharp turnaround in its first-half 2025 results, driven by booming demand for AI computing power.

Wednesday 27 August 2025

At $30,000 a wafer, TSMC’s 2nm push still draws a rush of customers

Taiwan Semiconductor Manufacturing Company (TSMC) plans to begin volume production of its 2nm chips in the fourth quarter of 2025, despite foundry prices soaring to a record US$30,000...

Wednesday 27 August 2025

Porsche's battery ambitions falter as Cellforce reportedly slashes 70% of jobs

Amid weakening demand for electric vehicles (EV), German automaker Porsche is reportedly set to abandon in-house battery production efforts. As a result, its battery subsidiary Cellforce...

Wednesday 27 August 2025

Taiwan pumps new life into AI cooling

The rapid rise of artificial intelligence computing is transforming the server industry, pushing cooling demands past what traditional air-based systems can handle. As Nvidia chips...

Wednesday 27 August 2025

PC giants quietly press Taiwan's optical sector to exit China — and Taiwan too

Global notebook brands are pressuring Taiwan's optical component suppliers to diversify production under a "Non-China, Non-Taiwan" (NCNT)...

Wednesday 27 August 2025

Taiwan tech giants find fortune in the AI rack revolution

Taiwan's technology supply chain is capitalizing on a global wave of artificial intelligence server upgrades, as soaring computing workloads drive sweeping changes in power systems,...

Tuesday 26 August 2025

Taiwan's optical makers bet on AI wearables, but profits remain out of sight

A wave of AI-powered products—particularly smart glasses—is sweeping across the tech landscape, and Taiwan's optical component makers are rushing to stake their claim...

Tuesday 26 August 2025

Samsung unveils new 37- and 40-inch gaming monitors to expand market presence

Samsung Electronics announced on August 25 that it will launch new 37-inch 16:9 UHD and 40-inch 21:9 WUHD gaming monitors, aiming to capitalize on growing demand and strengthen its...

Tuesday 26 August 2025

Lens Technology 1H earnings jump on smartphone demand; robotics, EVs, AR in the pipeline

Lens Technology posted double-digit growth in the first half of 2025, driven by recovering consumer electronics demand and expansion into fast-growing segments including automotive,...

Tuesday 26 August 2025

NOR flash prices set to surge in 4Q25 on cost pressures, supply constraints

After months of sluggish demand and weakened pricing, the NOR Flash memory market appears poised for a significant turnaround, particularly...

Tuesday 26 August 2025

From polyester to AI: Shinkong's reinvention in the post-textile era

Long seen as a traditional industry, Taiwan's textile sector is finding new relevance in the AI era. As demand grows for lightweight electric vehicles, heat-dissipating components,...

Tuesday 26 August 2025

VeriSilicon hits 5nm breakthrough as AI ASIC orders soar in China

China's AI chip market is surging across algorithms, large language models, and computing hardware, fueling a new wave of investment. Cambricon Technologies recently overtook SMIC...

Monday 25 August 2025

Taiwan's Walrus Pump rides AI liquid cooling wave, fast-tracks revenue growth in technology pumps

Taiwan's largest water pump brand, Walrus Pump, is seeing a sharp rise in inquiries from ODMs and cooling module makers for liquid cooling and immersion cooling systems. The company...

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Sep 9, 12:48

Meet ADLINK's cExpress-R8: The compact solution to demanding and diverse industrial workloads

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