News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Monday 27 April 2026

DIGITIMES Insight: Will TSMC's 3nm expansion put Samsung's 2nm bid on the back foot?

As the AI buildout accelerates and chipmakers race to secure advanced process capacity, TSMC finds itself in an increasingly commanding position.

Monday 27 April 2026

India roundup: Micron ramp, Dholera SEZ push India toward full-stack chip manufacturing

India is accelerating its semiconductor ambitions, from Micron Technology's Sanand ramp to new...

Monday 27 April 2026

S-Tech accelerates high-end materials shift, doubles titanium alloy share to target aerospace and US markets

S-Tech Corp's shift toward titanium alloys and entry into the US market could reshape global supply for the aerospace and defense sectors, reducing reliance on nickel-based products...

Monday 27 April 2026

NEO Semiconductor advances 3D DRAM with POC validation

Driven by AI, demand for high-bandwidth memory (HBM) is surging, causing a supply shortage in DRAM and prompting cloud service providers to pre-book capacity for the next two years...

Monday 27 April 2026

Tesla doubles down on robotaxi and FSD, recasting cars into revenue-generating assets

At its first-quarter 2026 earnings call, Tesla set out a clear shift in strategy: moving the auto industry away from ownership toward a usage-based mobility model. By aligning software,...

Sunday 26 April 2026

JDI accelerates exit from LTPS, reshaping automotive display panel landscape

Japan Display Inc. (JDI) is accelerating its withdrawal from the low-temperature polycrystalline silicon panel market by selling its Tottori plant to Yahata Toei Real Estate, a deal...

Sunday 26 April 2026

Samsung bets its HBM leverage can hold Nvidia's LPU orders — but TSMC is pushing back

The AI era has officially shifted from training to inference and agent-centric computing, prompting Nvidia's strategic acquisition of Groq to integrate LPUs into its own platform....

Saturday 25 April 2026

LandMark Optoelectronics ramps up semiconductor-grade equipment for 6-inch SiPh amid surging demand

Silicon photonics (SiPh) products continue to see strong demand, with optical communication epitaxy manufacturer LandMark Optoelectronics reporting output still far below customer...

Saturday 25 April 2026

India's solar growth faces policy tension between local manufacturing push and rapid capacity expansion

India's push to localize solar manufacturing while rapidly expanding capacity is creating a structural bottleneck, as stricter domestic sourcing rules risk constraining supply just...

Friday 24 April 2026

Chipmakers face higher cost pressure as packaging outpaces foundry price hikes

In recent weeks, chip companies ranging from major players to small and medium-sized firms have issued price increase notices or begun renegotiating product prices with select customers...

Friday 24 April 2026

Microsoft and Meta announce workforce reductions amid heavy AI investment

Microsoft and Meta have recently announced job cuts or buyouts impacting possibly 23,000 jobs. The staff reductions come as the tech giants funnel massive resources into building out...

Friday 24 April 2026

FSET eyes local battery recycling and storage by 2027

Amid rising electricity demand driven by geopolitical tensions and AI growth, Formosa Smart Energy Tech (FSET) is advancing its battery recycling and energy storage strategy to build...

Friday 24 April 2026

AI PCB supply crunch squeezes margins on rising materials and energy costs

A tightening supply of high-end materials is emerging as a key constraint just as PCB specifications and manufacturing processes move into a new upgrade cycle. Shortages span from...

Friday 24 April 2026

Zhen Ding to invest CNY40 billion in Huai'an to expand high-end PCB capacity

Zhen Ding Technology has broken ground on its HD campus at the Huai'an Technology City in China, as it accelerates investment to expand...

Friday 24 April 2026

MCU supplier Artery weighs price hikes on AI capacity squeeze, new applications drive growth

Microcontroller supplier Artery Technology (Arterytek or Arterychip) delivered a strong start to 2026, posting first-quarter consolidated...

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