News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Thursday 23 July 2026

Sino-American Silicon Products, United Renewable Energy launch US solar module venture

Sino-American Silicon Products (SAS) and United Renewable Energy (URECO) announced that they will jointly invest in establishing a solar module manufacturing company in the US, with...

Thursday 23 July 2026

STMicroelectronics raises AI data center ambition as second-quarter revenue rebounds 26%

STMicroelectronics (ST) has raised its revenue ambition for AI data centers to above US$1 billion in 2026 and well above US$2 billion in 2027, staking a larger claim on the AI infrastructure...

Thursday 23 July 2026

Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers

The AI build-out has found its next pinch point. After spreading from Nvidia's accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful...

Thursday 23 July 2026

Texas Instruments sees China EV surge and rising analog prices as upcycle broadens

Texas Instruments' second quarter of 2026 results landed Wednesday with two signals worth parsing beyond the headline numbers: an automotive...

Thursday 23 July 2026

Foxconn's Vietnam arm moves into EV charging equipment

Fulian Precision Technology Component, a Vietnamese subsidiary of Taiwan's Foxconn Industrial Internet (FII), has added electric-vehicle charging equipment to its registered business...

Thursday 23 July 2026

Google bets bigger on AI infrastructure as demand signals grow stronger across the board

Alphabet's Q2 earnings call reveals a company doubling down on compute capacity, custom silicon, and frontier model development — while investors probe the limits of the...

Thursday 23 July 2026

Samsung unveils new foldables and smartwatches to sharpen health and sports focus

Samsung Electronics on July 22 introduced new Galaxy Z foldable phones and two smartwatches aimed at distinct users, underscoring how global demand is pushing wearables toward clearer...

Thursday 23 July 2026

Commentary: Intel must show real AI orders to prove its turnaround

Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...

Thursday 23 July 2026

Wistron executives say AI demand is still far from a bubble

Artificial intelligence (AI) may worry investors in global markets, but Wistron executives said the technology's rapid adoption suggests the opposite. They argued that strong enterprise...

Thursday 23 July 2026

Texas Instruments 2Q26: Revenue beats at $5.46B as industrial and auto recovery silences fab-spend doubters

Texas Instruments delivered a second-quarter 2026 result that topped Wall Street expectations and, more importantly for the industry, signaled that the analog chip cycle is turning...

Thursday 23 July 2026

Alphabet 2Q26: Cloud backlog hits $514B as AI demand outpaces capacity

Alphabet's second-quarter 2026 results, reported on July 22, have shifted the market conversation about the company from whether its massive artificial-intelligence build-out is affordable...

Thursday 23 July 2026

ASEAN AI data center power demand seen at 6-7GW

ASEAN countries have become a battleground for global cloud service providers and infrastructure developers. After visiting the Johor-Singapore Special Economic Zone (JS-SEZ) in mid-2025,...

Thursday 23 July 2026

Jensen Huang says Nvidia and Wistron are mass-producing AI servers like phones

Nvidia CEO Jensen Huang said the company is working with Wistron to mass-produce GB300 AI servers like phones as AI spreads across industries and demand surges. He made the remarks...

Thursday 23 July 2026

Laser source outsourcing pushes back CPO rollout

While the commercialization timeline for co-packaged optics (CPO) has not accelerated as expected from the AI data center-driven demand for high-speed transmission, industry players...

Thursday 23 July 2026

IQE lifts 2026 outlook as AI data centers accelerate indium phosphide demand

IQE has raised its 2026 revenue outlook as demand for artificial intelligence (AI) infrastructure and data centers continues to strengthen,...

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