News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Friday 24 October 2025

Micron begins sampling 192GB low-power DRAM module for AI servers

Micron Technology has started customer sampling of its new 192GB SOCAMM2 (Small Outline Compression Attached Memory Module), a low-power...

Thursday 23 October 2025

Samsung, SK Hynix race to build US chip capacity

As the CHIPS and Science Act drives a shift in global semiconductor investments from Asia to the US, whether South Korean giants Samsung Electronics and SK Hynix can emerge successfully...

Thursday 23 October 2025

China's polarizer push leaves Taiwan rivals fighting for survival

China's Shenzhen Sapo Photoelectric will invest CNY1.334 billion (US$186 million) to build a new LCD and OLED polarizer production line in Shenzhen, worsening an already oversupplied...

Thursday 23 October 2025

AI server PCB demand fuels fierce CCL material supply battle

As Nvidia's next-gen AI server platform enters mass production, cloud service providers (CSPs) continue advancing their in-house ASIC development plans, sustaining robust demand for...

Wednesday 22 October 2025

TSMC strengthens foundry 2.0 leadership, backed by robust AI chip packaging demand

AI investment has boosted semiconductor demand, with TSMC reporting a third-quarter 2025 revenue of US$33.1 billion. Strong advanced packaging demand, supported by Nvidia GPUs, benefits...

Wednesday 22 October 2025

Sanyang eyes 2026 Taiwan market rebound, targets 1 million global scooter sales by 2027

Sales in Taiwan's scooter market may drop by about 5% in 2025, but are expected to recover in 2026, according to Sanyang Motor chairman Ching-yuan Wu during an interview on October...

Wednesday 22 October 2025

China's DRAM awakening? CXMT plans Shanghai IPO, targets US$42B valuation

CXMT, China's leading DRAM maker, plans to launch an IPO in Shanghai as early as the first quarter of 2026, targeting a valuation of up...

Monday 20 October 2025

Memory capacity shortage sparks 2026 supply chain scramble, raising disruption risks

The memory industry faces a severe capacity crunch as global manufacturers rush upstream to secure DRAM production for 2026, sparking fears of supply chain disruptions. Despite limited...

Monday 20 October 2025

Commentary: SEMICON West signals US chip surge, but Taiwan still runs the show

SEMICON West 2025, held for the first time in Phoenix, Arizona, showcased unprecedented momentum in the local semiconductor industry driven by TSMC's massive investments. The collaborative...

Monday 20 October 2025

TSMC sees strong AI chip demand as GPU, ASIC orders surge

All eyes were on TSMC as it held its closely watched earnings call on October 16, 2025, where the discussion focused squarely on the surging investment and procurement of cloud AI...

Friday 17 October 2025

Taiwan PCB makers seize semiconductor opportunity amid load board shortage

As the AI boom drives demand for advanced packaging, chip testing at the backend is facing challenges in temperature, frequency, and speed. In response, the testing interface industry...

Friday 17 October 2025

TSMC deepens US footprint with advanced packaging expansion, eyes AI growth

TSMC will build two advanced packaging plants in Arizona, part of a sweeping expansion to support soaring demand for AI chips and solidify...

Thursday 16 October 2025

TSMC tells clients to order early as downstream demand signals remain strong

As demand for artificial intelligence (AI) continues to surge through 2025 and non-AI end markets show mild recovery, TSMC chairman C.C...

Thursday 16 October 2025

TSMC 3Q25 earnings hit a record high with gross margin near 60%

Fueled by surging artificial intelligence (AI) demand and a wave of new smartphone launches, TSMC operated its 5nm and 3nm chip production lines at full capacity during the third...

Thursday 16 October 2025

China's 10.5 generation panel depreciation to boost TV panel market dominance

China leads in LCD TV panel production, with BOE and TCL CSOT expected to control over 72% of the market by 2026. Over the past decade, global LCD TV panel capacity has become highly...

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