News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Thursday 26 June 2025

Macroeconomic turbulence clouds 3Q25 outlook; global annual auto sales hold steady

Global economic instability—fueled by US tariffs and escalating geopolitical tensions, particularly the Israel-Iran conflict—is clouding expectations for a supply chain...

Thursday 26 June 2025

IC distributors pivot to Southeast Asia under trade turbulence

With US-China tariff tensions intensifying and global manufacturers racing to decentralize their supply chains, Southeast Asia is emerging...

Thursday 26 June 2025

Jensen Huang eyes physical AI as US manufacturing begins

At Nvidia's 2025 annual shareholder meeting, CEO Jensen Huang presented the company's strategic outlook for the coming decade, emphasizing the critical role of AI infrastructure,...

Thursday 26 June 2025

Logitech creator tools target creative AI market

PC sales momentum is weak, but the peripheral market is bucking the trend, with Logitech recording strong growth from China's 618 shopping festival, according to Aries Sze, who oversees...

Thursday 26 June 2025

TSMC, ASE close ranks on PLP, 310x310mm emerges as the format to watch

Taiwanese chipmakers TSMC and ASE Holdings are quietly positioning themselves at the forefront of panel-level packaging (PLP), an emerging advanced packaging format poised to succeed...

Thursday 26 June 2025

TSMC rides AI wave to record highs as global chip rivals feel the squeeze

In a sharply bifurcated foundry landscape, TSMC continues to assert dominance, driven by surging AI demand, even as macroeconomic headwinds—including stronger tariffs and a...

Thursday 26 June 2025

Chip designers stay cautious on 3Q25 outlook despite resilient 2Q25 shipments

Taiwanese IC designers remain wary of third-quarter prospects despite stronger-than-expected second-quarter performance, as uncertainty over US tariff policies continues to cloud...

Thursday 26 June 2025

Micron eyes US$10.7 billion in 4QFY25 on AI, HBM momentum

Micron posted record DRAM and data center revenue in the third quarter of fiscal 2025, fueled by strong HBM demand and AI-driven growth. The company expects fourth-quarter fiscal...

Thursday 26 June 2025

Micron projects record revenue, but analysts split on outlook

Micron reported a 36.6% year-over-year revenue jump to US$9.3 billion in the third quarter of fiscal 2025, fueled by strong DRAM demand and AI momentum. While some analysts view the...

Thursday 26 June 2025

Chinese chip giants multiplying subsidiaries in race for supply chain control

Amid rising US-China tech tensions and growing supply chain risks, China's top semiconductor companies are rapidly forming new subsidiaries...

Wednesday 25 June 2025

Smartphone brands prepare Q3 launches after tepid 618 shopping festival performance

China's 618 Shopping Festival ended with smartphone sales showing continued growth, though at a more modest pace than previous years, as consumer demand weakened due to tariffs, inflation,...

Wednesday 25 June 2025

China's 618 shopping festival fizzles as subsidy impact wanes, IC demand stalls

China's month-long 618 shopping festival ended last week, with supply chain sources viewing it as the final boost from fading government subsidies. While past shopping events often...

Wednesday 25 June 2025

Taiwanese government approves Foxconn India and US investments

Foxconn has received the Taiwanese government's approval for two major overseas investments, including a US$1.49 billion project in India and a US$735 million data center venture...

Wednesday 25 June 2025

China’s 618 shopping festival fails to ignite memory market as prices outpace demand

China's annual 618 mid-year shopping festival — once a bellwether of consumer strength — wrapped up with mixed results this...

Wednesday 25 June 2025

Trade uncertainty weighs on Taiwan despite strong tech demand

After nearly two weeks of conflict, a ceasefire between Israel and Iran has brought a temporary halt to hostilities, easing fears of disruption in the Strait of Hormuz and triggering...

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