News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Thursday 17 July 2025

TSMC raises 2025 US dollar revenue growth forecast to 30% amid tariff and currency relief

Despite ongoing uncertainties in the global market, including tariffs and consumer electronics conditions, TSMC chairman C.C. Wei stated that no significant changes in client behavior...

Thursday 17 July 2025

Advanced packaging boom propels ASE, KYEC through shifting semiconductor landscape

Even as Taiwan's semiconductor tariff policies remain unresolved and the New Taiwan dollar continues to appreciate, major chip packaging...

Thursday 17 July 2025

Taiwan polarizer makers secure price hikes amid cost pressures

Taiwan's polarizer manufacturers have successfully negotiated price increases exceeding 10% with panel makers as they grapple with currency headwinds and rising raw material costs,...

Thursday 17 July 2025

Taiwan's auto industry prepares for a post-tariff reality

With US–Taiwan tariff negotiations still unresolved, uncertainty is rippling through Taiwan's auto industry. Industry sources now warn that should the Taiwanese government lower...

Thursday 17 July 2025

Taiwan's Hsuan Yuan Tech eyes US, Europe expansion as drone demand shifts to components

Taiwan's Hsuan Yuan Tech Co., a drone systems integrator and component developer, is targeting the US and European markets as global demand shifts from complete aircraft to high-value...

Thursday 17 July 2025

Polarizer makers face mounting cost pressures as PET shortages persist

Polyethylene terephthalate (PET) shortages continue to squeeze polarizer manufacturers as Japanese suppliers announce consecutive price increases effective in 2025. Industry sources...

Thursday 17 July 2025

TSMC 2Q25 profit surges 60.7% on robust demand for 3nm, 5nm chips

Taiwan Semiconductor Manufacturing Company (TSMC) posted strong second-quarter results, with profit soaring 60.7% year-over-year to NT$398.27 billion (US$12.59 billion), driven by...

Thursday 17 July 2025

China accelerates RISC-V localization with new Shanghai research hub

China is ramping up its RISC-V ambitions with the launch of the Shanghai Open Source Computing Research Institute, unveiled at the 5th...

Thursday 17 July 2025

H20 back online in China — IC design houses, cloud AI chipmakers breathe sigh of relief

The Trump administration's decision to allow Nvidia's H20 chips back into China has triggered a surge of urgent orders from major Chinese cloud providers, reviving not only Nvidia's...

Thursday 17 July 2025

China's chip elite pivots to ADAS amid EV compute saturation

China's electric vehicle sector is facing intense competition and slowing chip demand, prompting the country's top IC design talent to pivot toward advanced driver-assistance systems...

Thursday 17 July 2025

Uncertainty still clouds H20 relaunch in China despite resumed sales, says Jensen Huang

On July 16, Nvidia founder and CEO Jensen Huang held a lengthy interview with over 30 Chinese media outlets in Beijing, addressing issues ranging from the recent resumption of H20...

Thursday 17 July 2025

ASML withholds High NA EUV order disclosures amid strong system upgrades and logic demand

In the latest earnings call held on late July 16, ASML revealed that customers have requested it to withhold details on High NA EUV order volumes, despite growing demand. While EUV...

Thursday 17 July 2025

ASML sees easing of export rules as ecosystem boost despite China backlog cut

In an earnings call on July 16, ASML said the loosening of export restrictions on AI chips and design tools for China is a positive sign for the global semiconductor ecosystem. While...

Thursday 17 July 2025

Adata surges on memory boom, eyes AI and Biotech for next growth wave

Taiwanese memory module maker Adata Technology reported after-tax profit of NT$462 million (US$15 million) in June 2025, marking a dramatic turnaround from a loss in the same month...

Wednesday 16 July 2025

ASML posts strong results, eyes growth amid China curbs and tariff concerns

ASML reported robust second-quarter earnings, with sales rising 23% year-over-year to EUR7.69 billion (US$8.94 billion), driven by upgrade demand and cost efficiencies. While tariff...

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Cultivating OCP, embracing open source

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