News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Wednesday 30 July 2025

Taiwan's Chief Telecom hits record 1H revenue, rolls out first plug-and-play AI liquid-cooled data center

Chief Telecom posted a record-high first-half 2025 revenue of NT$2.08 billion (approx. US$70 million), an 18.7% increase from...

Tuesday 29 July 2025

Celestica surges in late trading as 2Q25 earnings top forecasts and guidance rises

Celestica, a key global provider of hardware design, manufacturing, and supply chain solutions, reported strong second-quarter results...

Tuesday 29 July 2025

Nvidia scrambles back to TSMC as China H20 demand outstrips supply

The US has eased export restrictions on Nvidia's H20 GPUs to China as part of wider talks tied to rare earth magnet controls, but the move has failed to meet soaring demand from Chinese...

Tuesday 29 July 2025

Rohm's recovery strategy: deeper Denso ties and cost controls

Rohm posted a rare net loss in fiscal 2024 amid market headwinds but expects a rebound in fiscal 2025. Growth in electric vehicle and artificial intelligence demand, deeper ties with...

Tuesday 29 July 2025

TI tempers outlook as leadframe makers seek new markets

US-based semiconductor giant Texas Instruments (TI) recently released its financial report for the second quarter of 2025. Although quarterly revenue increased by 16% year-over-year,...

Tuesday 29 July 2025

Hyundai and Kia's record sales face profit squeeze from US tariffs

Despite posting their highest-ever second-quarter revenues, Hyundai Motor Group is grappling with the growing toll of US import tariffs—a headwind that threatens to deepen in...

Tuesday 29 July 2025

Taiwan's Cold Electric expands battery production as global supply chains shift from China

Cold Electric, a Taiwanese lithium iron phosphate battery manufacturer, is capitalizing on growing international demand for non-Chinese energy storage systems as it expands production...

Tuesday 29 July 2025

Taiwan drone exports soar 749% in 1H25 as demand surges from Eastern Europe and US

Taiwan's push to decouple its drone supply chain from China is yielding significant results. Drone exports from the island surged more than sevenfold in the first half of 2025 compared...

Tuesday 29 July 2025

Phison warns of BT substrate shortages, partial supply constraints expected from August 2025

As raw materials for IC substrates face shortages, the supply of BT substrates continues to tighten. This has led to material shortages in flash and SSD packaging ICs. Phison CEO...

Tuesday 29 July 2025

Cadence expands beyond China with 3D IC momentum from TSMC ecosystem

Cadence Design Systems expressed confidence in its second-half 2025 outlook despite lingering geopolitical uncertainties. In its second-quarter 2025 earnings call, executives affirmed...

Tuesday 29 July 2025

Cadence brushes off US$140M China fine with AI-fueled surge and upbeat 2025 outlook

Cadence Design Systems posted strong second-quarter 2025 results and raised its full-year guidance, overcoming a US$140.6 million charge tied to unauthorized China exports. Robust...

Tuesday 29 July 2025

Taiwan's semiconductor exports remain steady despite tariff risks

Rising trade protectionism and tariff policy uncertainties have disrupted the global economic and trade order. Over time, countries have started to figure out how to negotiate or...

Monday 28 July 2025

Google's OpenAI partnership heats up global ASIC competition

Google has confirmed its partnership with OpenAI at its second-quarter earnings call. OpenAI's ChatGPT and API services will adopt Google's cloud platform, with Google data centers...

Monday 28 July 2025

AI smartphone boom drives shift to experience-led mobile retail

The surge in AI smartphone demand is ushering in the era of the experience economy, prompting mobile brands to reshape their retail strategies. Leading players such as Samsung, Vivo,...

Monday 28 July 2025

AI server demand surge to drive Taiwan's 2H25 export growth

The Russia-Ukraine war continues to exert pressure on the European economy. At the same time, Donald Trump's proposed tariffs are also placing pressure on import and export trade...

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Aug 5, 11:49

Cultivating OCP, embracing open source

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