News tagged inventory at DIGITIMES

NEWS TAGGED INVENTORY

Thursday 26 February 2026

Nvidia constrained in China as local AI players strengthen market position

Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The...

Thursday 26 February 2026

Hotai Motor shifts to ecosystem strategies with AI data platform, aftermarket expansion in 2026

Taiwan's car market showed strong resilience in 2025 against headwinds ranging from inventory adjustments, interest rate fluctuations, and geopolitical uncertainties, with total sales...

Wednesday 25 February 2026

IC design house Raydium flags DDI off-season; large-panel orders advance on early stocking

Display driver IC supplier Raydium reported its 2025 financial results, posting full-year revenue of NT$22.4 billion (approx. US$715 million),...

Wednesday 25 February 2026

AI drives automation demand, industrial market set for gradual recovery

Following inventory corrections and demand adjustments in the global ICT industry from 2023 to 2025, the sector's economic landscape has shown clear divergence. AI server demand centered...

Thursday 12 February 2026

MCU makers raise prices as packaging costs surge

The microcontroller unit (MCU) sector has emerged from inventory destocking in 2025, with the easing of US-China tariff tensions signaling a market recovery. Industry insiders expect...

Thursday 12 February 2026

Chinese MCU price hikes open door for Holtek's quality play

Holtek Corp. said recent price increases announced by Chinese microcontroller (MCU) maker Cmsemicon are a positive development for the sector, arguing that rising prices among Chinese...

Tuesday 10 February 2026

Yageo sees record January revenue driven by AI demand, pre-holiday stocking

Passive component giant Yageo reported year-over-year and sequential revenue increases in January 2026, fueled primarily by strong, sustained order momentum from customers related...

Monday 9 February 2026

Sercomm eyes 2026 growth revival on WiFi 7 upgrade cycle

Telecom broadband equipment maker Sercomm Corporation said on February 6, 2026, that its revenue for January 2026 reached NT$5.18 billion (US$164 million), up 32.9% from NT$3.9 billion...

Friday 6 February 2026

2026 Market Outlook: Key Opportunities & Risks to Watch

Entering 2026, the electronics supply chain is defined by strong demand, shifting trade policies, and ongoing geopolitical uncertainty. Customers increasingly seek supply...

Wednesday 4 February 2026

VIS sees 1Q26 ASP dip amid product shifts, expects stable full-year pricing

Vanguard International Semiconductor (VIS) held its earnings call on January 3, 2026, projecting wafer shipments to rise 1-3% quarter-over-quarter in the first quarter of 2026 as customer...

Wednesday 4 February 2026

NXP abandons low-margin bets to chase the software-defined car

In an earnings call held on February 3, NXP Semiconductors NV reported fourth-quarter revenue of US$3.34 billion, representing a 7% increase year-on-year and a 5% sequential rise....

Tuesday 3 February 2026

India's smartphone market posts mixed growth in 2025, premium segment drives value gains

India's smartphone market experienced a mixed trajectory in 2025, according to Counterpoint Research. The year began on a softer note, weighed down by elevated inventory and...

Friday 30 January 2026

Exclusive: Tariffs and trade talks shape Suntek Motor's outlook for Taiwan's auto market

Ray Wu, CEO of Suntek Motor Group, a leading Taiwanese importer and dealer of luxury brands including Porsche and Skoda, told DIGITIMES that while Taiwan's auto market is expected...

Thursday 29 January 2026

Analysis: how SK Hynix is binding customers to its AI memory

SK Hynix is moving to lock out competitors in the high-stakes battle for AI memory, deploying a "one-team" operational strategy that integrates the chipmaker directly into its customers'...

Thursday 29 January 2026

IPC cost and memory supply pressures accelerate product upgrades

The surge in AI demand is driving massive memory consumption, pushing the memory industry into a bullish phase. Market consensus expects tight memory supply and demand conditions to...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook