News tagged capacity expansion at DIGITIMES

NEWS TAGGED CAPACITY EXPANSION

Thursday 15 October 2026

Luxnet posts record 3Q profit as capacity expansion fuels growth

Optical communications maker Luxnet reported a September 2026 net profit attributable to parent-company owners of NT$103 million (US$3.21 million), up 110.2% year-over-year, with earnings...

Thursday 15 October 2026

AI server tracker: AIC accelerates as Taiwan's connector and chassis suppliers post uneven growth

Taiwan's connector and server-chassis suppliers posted broadly higher September revenue, although their growth trajectories differed. Seven of eight tracked companies recorded annual...

Thursday 15 October 2026

SK Hynix reportedly ties US NAND fab plan to approval for chip equipment exports to China

SK Hynix is seeking US approval to ship additional American chipmaking equipment to its NAND flash facility in Dalian, China, linking the request to a potential investment in a new...

Thursday 15 October 2026

Genius Electronic Optical secures US$150 million 3M investment for optical communications

Genius Electronic Optical, a leading manufacturer of optical lenses and precision optical components, announced on October 15 that it had formed a strategic partnership with 3M, a...

Wednesday 14 October 2026

AI computing demand drives water management integration at Tianyi

Rising AI computing demand is fueling capacity expansion in advanced semiconductor manufacturing, making water recycling, energy efficiency, and smart operations and maintenance key...

Wednesday 7 October 2026

Commentary: Largan earnings call spotlight — CPO, expansion and 4Q26 order momentum

Largan Precision will hold its earnings call on October 8, when the optical lens maker is due to report third-quarter results and outline its fourth-quarter outlook. With September...

Wednesday 7 October 2026

Robots still can't build Nvidia's AI servers as well as people can

AI server supply chains are accelerating their shift toward regional manufacturing. However, the labor access, wage costs, and capacity expansion constraints of US manufacturing are...

Tuesday 6 October 2026

TSMC expansion pushes Da Yi Cheng Technology's orders over NT$10 billion, visibility through 2028

Da Yi Cheng Technology (DYC) has rapidly expanded in recent years, benefiting from the global semiconductor capacity expansion wave, which has driven demand for second-phase electrical...

Monday 5 October 2026

Cheap SiC substrates ignite demand wave, reshape ecosystem

Prices for low-cost 6-inch silicon carbide (SiC) substrates, after years of capacity expansion and brutal price wars, are now showing clear signs of bottoming out in the second half...

Friday 2 October 2026

Micron expands global fabs, calls on Taiwanese suppliers to go overseas

AI-driven memory demand is surging, and Micron has recently accelerated capacity expansion across multiple regions worldwide, including Taiwan, the US, Japan, Singapore, and India...

Wednesday 30 September 2026

ASE Technology buys Singapore factory for AI chip testing expansion

ASE Technology Holding's Singapore unit has approved the purchase of a factory in Yishun Industrial Park from Dutch LED maker Lumileds Singapore for about US$68.44 million, or about...

Wednesday 30 September 2026

NSIG chair exit brings leadership succession into focus

National Silicon Industry Group (NSIG) chairman Haitao Jiang has resigned from all positions at the company, prompting the Shanghai-listed semiconductor materials supplier to begin...

Wednesday 30 September 2026

CXMT expansion meets surging GigaDevice DRAM demand, sharpening China's memory supply-chain buildout

CXMT's continued DRAM capacity expansion is coinciding with stronger demand from China's domestic memory sector.

Tuesday 29 September 2026

GlobalFoundries eyes GaN expansion to challenge TSMC in AI

GlobalFoundries (GF) is preparing a major global capacity expansion as TSMC is set to gradually exit gallium nitride (GaN) foundry services...

Wednesday 23 September 2026

Gigabyte's Giga Computing sets up AI factory in Taiwan to accelerate rack validation

Gigabyte's AI server shipments continue to accelerate, lifting revenue and profit while prompting capacity expansion. For the first...

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