News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Tuesday 7 April 2026

Anthropic secures 3.5 GW of next-gen compute via landmark alliance with Google and Broadcom

Anthropic, Google, and Broadcom today announced a massive expansion of their strategic partnership, unveiling a multi-year roadmap that secures...

Tuesday 7 April 2026

CCL expansion triggers equipment shortages; lead times extend up to two years

Driven by applications such as AI high-speed computing, electric vehicles (EVs), and 5G/6G communications, demand for high-frequency, high-speed PCB materials has surged. Copper-clad...

Monday 6 April 2026

China 2.5D packaging demand surges, supporting Korean backend equipment growth

China's semiconductor equipment market is emerging as a critical growth engine for South Korean suppliers, driven by accelerating AI deployment and tighter restrictions on US vendors...

Monday 6 April 2026

India roundup: India ramps up electronics and chip ambitions with new approvals, local fabs, and supply chain curbs

India is accelerating its push to build a self-reliant electronics and semiconductor ecosystem,...

Sunday 5 April 2026

E Ink rides AI-driven power surge as energy concerns boost e-paper demand

E Ink Holdings (EIH) posted record revenue and operating profit in 2025, as rising AI-related power demand and energy constraints are driving adoption of low-power display technologies,...

Sunday 5 April 2026

China storage module maker Techwinsemi gains from AI-driven NAND cycle, expands smartphone ties

AI data center demand is tightening memory supply while NAND makers phase out low-capacity legacy nodes. Shenzhen Techwinsemi Technology said rising NAND prices are squeezing margins...

Saturday 4 April 2026

Semco raises ABF substrate prices as AI server demand surges

The explosive growth in artificial intelligence (AI) servers and high-performance computing (HPC) is driving up the value of key components like ABF substrates. With ongoing bottlenecks...

Saturday 4 April 2026

Samsung strike threat clouds PMIC, mature-node outlook

Samsung Electronics reportedly faces renewed strike risk after union talks stalled, threatening already tight mature-node semiconductor supply chains. Power management ICs (PMICs)...

Thursday 2 April 2026

Benefits of CXL in server memory configuration

Introduction

Thursday 2 April 2026

Samsung upgrades Austin fab, signals dual-track US chip strategy

Samsung Electronics is accelerating the introduction of next-generation manufacturing equipment at its semiconductor facility in Austin, Texas, as part of a broad upgrade program aimed...

Thursday 2 April 2026

Intel buyback signals shift beyond austerity as chipmaker regains confidence

Intel's US$14.2 billion buyback of its Ireland fab stake signals a shift beyond austerity, reflecting improved finances, renewed confidence in AI-driven CPU demand, and a strategic...

Thursday 2 April 2026

Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience

Rising demand for computing power from generative AI and the semiconductor industry's move toward high-performance computing are reshaping the smartphone supply chain, with global...

Thursday 2 April 2026

Kioxia sets cutoff for legacy NAND, phases out SLC and MLC lines by 2026

Japan-based NAND flash maker Kioxia has formally issued an end-of-life (EOL) notice for a wide range of legacy NAND products, underscoring an industry-wide shift toward advanced 3D...

Thursday 2 April 2026

Top 10 Chart: Advanced packaging, not volume, drives OSAT shift as markets signal 2026 inflection

Taiwan's outsourced semiconductor assembly and test (OSAT) sector is entering 2026 with relatively modest revenue growth, but market behavior...

Thursday 2 April 2026

China plans display sector consolidation; panel prices seen stabilizing, equipment orders at risk

China is reportedly drafting a consolidation plan for its display industry, with BOE Technology positioned for small- and mid-sized OLED and TCL China Star (CSOT) for large-size LCD,...

1/69 pages

BIZ FOCUS

Feb 9, 08:00

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

MOST-READ
7 DAYS NEWS

Full list

RESEARCH INSIGHTS

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