News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Friday 15 August 2025

Weltrend sees strong 2025 growth on AI server cooling chip demand

Weltrend Semiconductor projects strong double-digit revenue growth in 2025, fueled by rising demand for motor driver ICs in AI server cooling systems and an improving product portf...

Friday 15 August 2025

GlobalFoundries folds MIPS into AI, edge computing ambitions

GlobalFoundries (Nasdaq: GFS) has finalized its acquisition of MIPS, a US-based supplier of AI and processor IP, in a bid to fortify its position in differentiated semiconductor manufacturing...

Friday 15 August 2025

AI boom fuels Foxconn's best-ever second quarter; growth to accelerate in Q325

Foxconn, the world's largest electronics manufacturer, reported record second-quarter results on August 14, 2025, with revenue, operating profit, and net income all reaching historic...

Friday 15 August 2025

Taiwan's motor driver IC makers capture AI server market share

Taiwan's IC design houses are seeing steady returns from years of investment in motor driver ICs, with demand rising across a wider set of applications and competition intensifying...

Friday 15 August 2025

E Ink’s record 2Q25 eyed as an upward climb, with capacity expansion underway

E Ink Holdings is riding a wave of strong demand for its electronic paper displays. During its earnings briefing on August 13, CEO Johnson...

Friday 15 August 2025

U-Best optimistic about operational growth in 2H25

Taiwan-based polymer materials supplier U-Best Innovative Technology reported a consolidated revenue of NT$356 million (approx. US$11.9 million) in the second quarter of 2025, a 102%...

Friday 15 August 2025

Samsung plays the long game on DDR4 as rivals exit for DDR5

Samsung Electronics is again at the center of speculation over a potential end to DDR4 DRAM production, as fresh industry reports indicate it may keep the older-generation memory...

Friday 15 August 2025

Clevo sees steady gains on high-end laptop sales, eyes AI-driven growth

Clevo, a Taiwanese notebook manufacturer, posted steady operating gains in the second quarter of 2025, buoyed by a sharp shift toward...

Friday 15 August 2025

Smart glasses market heats up as optics players vie for early leadership

The smart glasses market is set to enter a critical year in 2025, with competition escalating among European, American, Chinese, and now Taiwanese companies. Taiwan's HTC Corporation...

Friday 15 August 2025

ChipMOS rebounds after first loss, raises memory chip prices in 3Q25

Memory packaging and testing company ChipMOS faced a net loss of NT$533 million (US$17.8 million) after tax in the second quarter of 2025, impacted by rising overall costs and New...

Friday 15 August 2025

HTC AI smart glasses target Taiwan market gap; Taiwan Mobile aims for over 10,000 sales

Taiwan Mobile (TWM) announced on August 14 a strategic partnership with HTC Corp. to exclusively sell the HTC VIVE Eagle AI smart glasses. The company aims for five-digit sales figures...

Friday 15 August 2025

Applied Materials warns of $500M China sales drop in Q4 FY 2025

Applied Materials reported strong third-quarter fiscal 2025 results, but warned that revenue and profit will decline sequentially in the fourth quarter as the company navigates a...

Friday 15 August 2025

Applied Materials posts higher sales, warns of slowdown on China demand drop

Applied Materials reported higher sales and profits in the third quarter of fiscal year 2025, driven by strong semiconductor systems demand, but cautioned that fiscal fourth-quarter...

Friday 15 August 2025

Syntec leads cross-strait controller market share, launches next five-year plan focusing on robots and AI

Tariff barriers are accelerating regionalized production, which in turn is driving a surge in automation demand. Taiwan-based controller giant Syntec announced that its 2024 revenue...

Friday 15 August 2025

Quanta to launch GB300 AI server in 4Q as high costs pressure margins

Quanta Computer expects trial production of its GB300 AI server to start in late third quarter 2025, with mass production following in the fourth quarter. The rollout is expected...

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