News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Wednesday 5 August 2026

Foldable smartphone shipments are set to rise 20% as Apple enters the market

Global foldable smartphone shipments are expected to increase 20% in 2026 from 2025, according to industry players cited in the source, even as the broader handset market faces tighter...

Wednesday 5 August 2026

Furukawa Electric to invest JPY100 billion to double rollable ribbon cable capacity in response to data center demand

Furukawa Electric said on August 4 that it will invest approximately JPY100 billion (approx.US$630 million) in total to expand production capacity for optical fibers and optical fiber...

Wednesday 5 August 2026

Foldable phone demand shifts as wider models challenge flip designs

Foldable phone makers are facing a more segmented market as wider book-style devices gain ground and Samsung Electronics expands its lineup, with the next major demand test expected...

Wednesday 5 August 2026

Fanuc raises fiscal 2026 outlook as costs and supply bottlenecks weigh on profits

Fanuc said first-quarter orders for fiscal 2026 surged 37% year-on-year to a record JPY281.9 billion, even as the industrial robot maker drew market concern for raising its full-year...

Wednesday 5 August 2026

Kioxia and Sandisk unveil faster, denser QLC flash memory for AI infrastructure

Kioxia and Sandisk have introduced a next-generation QLC 3D flash memory technology that boosts storage density, bandwidth, and power efficiency, a development that could help global...

Wednesday 5 August 2026

Airoha optical comms revenue doubles as broadband lands CSPs

Airoha sees faster growth ahead as AI infrastructure, optical networking, and wireless edge products expand across global supply chains. The chip designer said its 2026 product mix...

Wednesday 5 August 2026

Infineon raises 2026 outlook as AI demand drives record quarterly revenue

Infineon Technologies reported record quarterly revenue for its fiscal third quarter ended June 30, fueled by booming demand for power...

Wednesday 5 August 2026

Taiwan fund launches US$800M guarantee plan for US investment

Taiwan's National Development Fund said it will commit US$800 million to a financing guarantee mechanism aimed at helping local companies...

Wednesday 5 August 2026

Macroblock returns to profit as display demand and new products support outlook

Macroblock's return to profitability in the second quarter points to a steadier recovery in the LED display supply chain, with implications for customers and competitors across Asia,...

Wednesday 5 August 2026

Memory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots

After a brief recovery in 2025, the PC supply chain had hoped the market would return to sustained growth. Instead, AI server demand has squeezed memory production capacity, driving...

Wednesday 5 August 2026

AI chip demand revives co-investment deals as ABF substrate capacity fills through 2028

AI chip demand is tightening supply of IC substrates, prompting Nvidia, AMD, and hyperscalers to lock in Ajinomoto Build-up Film (ABF) capacity through 2028 and press suppliers to...

Wednesday 5 August 2026

CXMT-SK Hynix LPDDR6 race shifts to yields, customers and capacity

China's CXMT is preparing limited production of LPDDR6 smartphone memory around the end of 2026, narrowing a technology gap with Samsung...

Wednesday 5 August 2026

Vanguard International Semiconductor sees AI demand lift mature-node prices through 2027

Demand for power management ICs (PMICs) driven by artificial intelligence (AI) servers continues to grow, accelerating the recovery of mature-node processes. Vanguard International...

Wednesday 5 August 2026

Vanguard International Semiconductor lifts 2Q26 profit on AI server chip demand

Vanguard International Semiconductor (VIS) reported stronger second-quarter 2026 results on higher demand for AI server power management ICs, customer restocking and higher average...

Wednesday 5 August 2026

Smartphone makers brace for lower volumes, higher prices, and deeper market split

Apple, Qualcomm, and MediaTek delivered similar warnings last week: the global smartphone market is entering a more expensive, more polarized phase. For users, this means fewer affordable...

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Aug 27, 08:00

ASMPT Showcases Advanced Packaging Innovation at SEMICON Taiwan 2026

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