News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Thursday 27 November 2025

Chinese phone makers push 10,000 mAh battery limit as Apple, Samsung, Google stay cautious

Chinese smartphone manufacturers are leading the race to increase battery capacity. Recent reports indicate that several Chinese smartphone makers are aiming to launch devices with...

Thursday 27 November 2025

Fusion Worldwide: The Three Resources That Actually Gate AI Progress Right Now

From TSMC to SK hynix, every Q3 2025 earnings call delivered the same sobering message, the AI build-out is being throttled by three physical choke points that no amount...

Thursday 27 November 2025

Taiwanese firms expand 5G glass fiber capacity to challenge Japan's dominance

The surge in global AI infrastructure demand is driving major upgrades in PCB material specifications, but it has also exposed supply shortages of critical upstream materials such...

Wednesday 26 November 2025

Global wafer foundry industry, 2026 and beyond

Introduction

Tuesday 25 November 2025

Innodisk says flash price surge accelerates in 4Q25

As the global memory shortage intensifies, Innodisk chairman Randy Chien stated that the trend for 2026 will be simultaneous shortages in DRAM and NAND Flash, while edge AI applications...

Tuesday 25 November 2025

Ta Ya Electric sees 3.4% revenue increase in first three quarters of 2025

Ta Ya Electric reported a 3.4% rise in consolidated revenue to NT$22.995 billion (US$731 million) for the first three quarters of 2025, driven primarily by strong demand for electric...

Tuesday 25 November 2025

MediaTek and Qualcomm face 2nm, memory cost pressures driving flagship SoC price hikes

Leading smartphone chip designers Qualcomm and MediaTek are reportedly set to increase prices for their 2026 flagship mobile SoCs due to dual pressures from advanced wafer foundry...

Tuesday 25 November 2025

ASE commits US$133 million to new Taiwan packaging plants to meet AI chip demand

ASE Technology Holding announced it will invest more than NT$4.2 billion (US$133.67 million) to acquire a new factory in the Zhongli District of Taoyuan, Taiwan, and simultaneously...

Tuesday 25 November 2025

DRAM and NAND shortages intensify, forcing major manufacturers to ration shipments

Simon Chen, chairman and CEO of ADATA Technology, stated that demand for DRAM and NAND flash has far outpaced production, with DDR5 prices...

Tuesday 25 November 2025

Amazon announces up to US$50 billion investment to expand AI and supercomputing for US government customers

Amazon has announced an investment of up to US$50 billion to expand artificial intelligence (AI) and supercomputing capabilities for Amazon Web Services' (AWS) US government customers...

Tuesday 25 November 2025

Taiwanese MEMS probe card makers to double capacity in 2026

The growing adoption of advanced processes below 3nm for AI GPUs and AI ASIC chips is driving a surge in test points and shrinking pitch sizes during the chip probing (CP) stage....

Tuesday 25 November 2025

TCS, TPG partner on US$2 billion HyperVault expansion amid India AI data center boom

Tata Consultancy Services (TCS) has entered a strategic partnership with global investment firm TPG to expand its AI data center business, HyperVault, at a time when global interest...

Tuesday 25 November 2025

Semco’s 2026 ABF capacity is fully booked as Big Tech snaps up supply

Samsung Electro-Mechanics (Semco) has reportedly locked in supply contracts for ABF substrates with major technology companies such as Alphabet, Tesla, Apple, Amazon Web Services,...

Monday 24 November 2025

Samsung reportedly converts NAND lines to DRAM to meet surging AI memory demand

Samsung Electronics is reportedly preparing to convert portions of its NAND flash production lines in Pyeongtaek and Hwaseong into DRAM facilities as the company races to meet surging...

Monday 24 November 2025

Visco Vision monthly capacity to reach 52 million contact lenses in 3Q26

Contact lens manufacturer Visco Vision is ramping up production to meet growing demand, aiming to increase its monthly capacity to 49 million pieces in the fourth quarter of 2025...

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