News tagged demand at DIGITIMES

NEWS TAGGED DEMAND

Friday 18 July 2025

H20 comeback sparks rush for HBM with Samsung set to benefit

Nvidia's H20 chip has been granted approval by the US government to be sold in China, despite being a lower-spec version compared to its original design. This approval has quickly...

Friday 18 July 2025

Ichia posts 40% profit surge, Kulim plant set to launch in 4Q25

Ichia Technologies, consistently receiving strong demand in consumer and automotive products, reported a consolidated revenue of NT$2.8 billion (approx. US$95.4 million) in the second...

Friday 18 July 2025

TSMC raises 2025 revenue forecast on AI demand despite macro headwinds

TSMC lifted its full-year revenue outlook in dollar terms during an earnings call, citing robust demand for high-performance computing chips driven by artificial intelligence (AI)...

Friday 18 July 2025

TSMC to step up 2nm deployment to meet AI demand

High-tech Innovators are all partnering with TSMC thanks to its industry-leading 2nm and A16 process technologies, which offer a crucial competitive edge in meeting the endless demand...

Friday 18 July 2025

OpenAI diversifies cloud providers as AI compute demand outpaces supply

OpenAI has diversified its cloud infrastructure beyond Microsoft Corp. to include Google Cloud, CoreWeave Inc., and Oracle Corp., underscoring the intensifying competition for scarce...

Friday 18 July 2025

TSMC raises revenue outlook as AI demand offsets consumer electronics weakness

TSMC lifted its full-year dollar revenue forecast and signaled stable second-half orders, providing relief to a supply chain grappling with tariff uncertainties and softening consumer...

Friday 18 July 2025

TSMC shrugs off macro headwinds with bold guidance hike — here's what's driving it

TSMC has shrugged off currency volatility, reciprocal tariff threats, and looming chip trade duties to raise its 2025 US dollar revenue...

Friday 18 July 2025

South Korea's battery industry faces challenges and opportunities amid emerging sectors and geopolitical shifts

South Korea's electric vehicle (EV) battery market is currently under pressure from China, with major players experiencing a year-over-year decline in market share, signaling a significant...

Friday 18 July 2025

China subsidies losing steam in attempt to rescue flopping smartphone market

It was previously expected that China's consumer subsidies would offset the smartphone demand decline in the US caused by the reciprocal tariffs. However, the actual subsidy impact...

Friday 18 July 2025

TSMC delivers impressive 2Q25 results despite exchange rate crisis

Taiwan Semiconductor Manufacturing Company (TSMC) announced its second-quarter 2025 results during an earnings call on July 17, posting a second-quarter consolidated revenue of NT$933.79...

Thursday 17 July 2025

ASML ships first High-NA EUV tool; Intel takes lead as TSMC, Samsung hold back

ASML posted stronger-than-expected second-quarter 2025 earnings and projected a 15% jump in revenue for 2025 while maintaining a robust gross margin forecast of around 52%. However,...

Thursday 17 July 2025

TSMC raises 2025 US dollar revenue growth forecast to 30% amid tariff and currency relief

Despite ongoing uncertainties in the global market, including tariffs and consumer electronics conditions, TSMC chairman C.C. Wei stated that no significant changes in client behavior...

Thursday 17 July 2025

Advanced packaging boom propels ASE, KYEC through shifting semiconductor landscape

Even as Taiwan's semiconductor tariff policies remain unresolved and the New Taiwan dollar continues to appreciate, major chip packaging...

Thursday 17 July 2025

Taiwan polarizer makers secure price hikes amid cost pressures

Taiwan's polarizer manufacturers have successfully negotiated price increases exceeding 10% with panel makers as they grapple with currency headwinds and rising raw material costs,...

Thursday 17 July 2025

Taiwan's auto industry prepares for a post-tariff reality

With US–Taiwan tariff negotiations still unresolved, uncertainty is rippling through Taiwan's auto industry. Industry sources now warn that should the Taiwanese government lower...

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