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    NEWS TAGGED CAPACITY
    Friday 16 January 2026
    Samsung to lift DRAM output 5% in 2026 as supply tightness persists
    Samsung Electronics is expected to increase DRAM production by about 5% this year, but the expansion is unlikely to ease the global supply shortage as demand continues to outpace available...
    Friday 16 January 2026
    Formosa Chemicals plans to exit petrochemical red ocean and enter high-end electronics
    The petrochemical industry has been stuck in an intensely competitive red ocean market. The Chinese government has begun promoting measures to curb excessive internal competition,...
    Friday 16 January 2026
    US AI data centers face grid connection delays, drive new power supply models
    As demand for artificial intelligence computing surges globally, US AI data centers (AIDCs) are increasingly hindered by prolonged delays in securing power grid connections. The average...
    Friday 16 January 2026
    US-Taiwan reach agreement on tariff deal, but leave timelines and capacity rules unclear
    The US Commerce Department said Taiwan and the US will sign a trade agreement involving up to US$500 billion in Taiwanese investment. However, the framework does not set annual allocations,...
    Friday 16 January 2026
    Commentary: TSMC's unstoppable momentum faces one wild card
    Record profits. Soaring margins. Relentless demand. TSMC's January 15, 2026, earnings call painted a picture of semiconductor dominance so complete it seems almost untouchable. Alm...
    Friday 16 January 2026
    US data center growth strains electric grid, prompting proposed outages and industry pushback
    The rapid expansion of data centers in the US is placing significant strain on the electric grid, prompting grid operators in multiple states to propose temporary power outages for...
    Friday 16 January 2026
    Foxconn holds the hardware keys to Apple's AI strategy
    As Apple brings the Gemini model into the core architecture of Apple Intelligence, market focus has shifted to how this move will reshape the company's hardware investment strategy...
    Friday 16 January 2026
    South Korea seeks matching US tariff breaks after Taiwan's chip pact agreement

    South Korean industry and government officials are monitoring a new trade agreement between the US and Taiwan that links semiconductor...

    Friday 16 January 2026
    TSMC predicts rising advanced process costs; consumer SoCs may struggle to keep up
    At its earnings call on January 15, 2026, TSMC signaled that its capital expenditures for 2026 will increase to US$52-56 billion, far exceeding market expectations. On top of demand...
    Friday 16 January 2026
    Breaking down the strategic implications of the 15% tariff framework of the US-Taiwan trade deal

    The United States and Taiwan formalized a significant trade and investment agreement on January 15, 2026, establishing a new framework for bilateral...

    Friday 16 January 2026
    Micro LED, robotics, photonics lift LED industry from price wars
    The LED industry has entered its traditional off-season, with tariffs and macroeconomic uncertainty in 2025 prompting end customers to adopt more conservative procurement strategies...
    Thursday 15 January 2026
    Samsung shifts to advanced nodes, 8-inch foundry capacity reportedly cut
    Samsung Electronics plans to shut part of its 8-inch foundry capacity in South Korea, as the company reallocates resources toward more advanced manufacturing, according to a report...
    Thursday 15 January 2026
    TSMC retains pricing power using Apple and AI dual structure
    Generative AI is reshaping TSMC's customer structure. While Apple remains TSMC's largest single customer by revenue share, the rapid growth of high-performance computing (HPC) businesses...
    Thursday 15 January 2026
    As AI data centers expand, Seetel rides a surge in energy storage demand
    As the global race to build ever-larger artificial intelligence models accelerates, the reliable operation of AI data centers has emerged as a decisive factor in the competition for...
    Thursday 15 January 2026
    Exclusive: T-Glass shortage ripples through memory and advanced packaging markets

    The global memory industry is confronting a growing capacity crunch, one that is increasingly rippling upstream to a shortage of glass...

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    NTN special report
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook