News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Tuesday 15 July 2025

Surge in GB200 and ASIC shipments boosts Taiwan semiconductor equipment sector

Strong demand for artificial intelligence (AI) applications has driven a significant rise in GB200 and ASIC shipments, propelling revenue growth across both upstream and downstream...

Tuesday 15 July 2025

Japan's JS Foundry files for bankruptcy following power chip strategy setbacks

JS Foundry, a Japanese contract manufacturer focused on power semiconductors, filed for bankruptcy with the Tokyo District Court on July 14, reporting liabilities of JPY16.1 billion...

Monday 14 July 2025

Tariffs impact economy, but AI servers remain an exception, says Wistron

Wistron president and CEO Jeff Lin stated that AI servers represent a rigid demand and are not affected by reciprocal tariffs. However, mature consumer products such as notebooks...

Monday 14 July 2025

Tariffs bite: China–US trade drops 9% in 1H as chip imports, rare earth exports climb

China–US trade fell 9.3% year-over-year in the first half of 2025, totaling CNY2.08 trillion (approx. US$290 billion), according...

Monday 14 July 2025

E-paper industry set to reach US$10 billion as ESG trends drive adoption

Electronic paper (e-paper) applications are expanding rapidly as environmental concerns boost demand for energy-efficient display alternatives to traditional LCD and OLED screens...

Monday 14 July 2025

E-paper chip demand stays strong amid tariff rush

E-paper chip demand remained resilient in the first half of 2025, driven by steady orders and new premium products, though some customers accelerated shipments to avoid US tariffs...

Monday 14 July 2025

As Nvidia soars, Taiwan's AI OEMs outpace TSMC in growth

Nvidia's landmark surge to a US$4 trillion market capitalization on July 10 has reverberated across the global tech landscape—but nowhere more profoundly than in Taiwan. As...

Monday 14 July 2025

Trans-sun Materials' revenue rises 4.6% month-over-month in June 2025 on AI demand

Trans-Sun Materials Technology, a Taiwan-based electronic functional materials manufacturer, posted June revenue of NT$116 million (approx. US$3.98 million), up 4.64% from May but...

Monday 14 July 2025

Taiwan's CAEC surges 877% on chip industry battery demand

Taiwan's Changs Ascending Enterprise Co. (CAEC) posted June revenue of NT$48.6 million (approx. US$1.5 million), up 877% from a year earlier, as semiconductor manufacturers adopted...

Saturday 12 July 2025

Nanya technology posts wider Q2 loss as Taiwan dollar strength weighs

Taiwan's Nanya Technology reported a deeper second-quarter loss despite surging memory chip demand, as currency headwinds and pricing pressures offset volume gains.

Saturday 12 July 2025

Southeast Asia tariff uncertainties dampen PCB investment momentum

Southeast Asia's reciprocal tariff framework has prompted major IC substrate manufacturers to pause southbound investment evaluations. Meanwhile, Taiwanese and Chinese PCB producers...

Saturday 12 July 2025

Chipmakers bet on premium smartphones to weather 2H25 headwinds

Despite a generally negative outlook for the second half of the year, Largan, a key market indicator, stressed during its earnings call that the demand momentum for new flagship smartphones...

Friday 11 July 2025

AI boom offsets EV slump as Disco raises quarterly forecast

Japanese semiconductor equipment maker Disco has revised its financial forecast for the second quarter of 2025, now expecting a consolidated profit of JPY23.7 billion (US$161 million),...

Friday 11 July 2025

Acter group hits new highs as global chip demand spurs growth

Acter Group, a leading Taiwanese provider of integrated electromechanical systems for cleanrooms, reported consolidated revenue of NT$3.82 billion (US$130 million) for June 2025,...

Friday 11 July 2025

Taiwan positions itself in US Replicator drone program despite technology challenges

As global demand for unmanned aerial systems accelerates, Taiwan is positioning itself as a potential cornerstone in the Pentagon's Replicator...

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