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    NEWS TAGGED CAPACITY
    Friday 17 April 2026
    Honda plans deeper China capacity cuts, targets Guangzhou and Wuhan plants
    Struggling with weak sales, Honda has decided to significantly scale back its vehicle production capacity in China, with cuts targeting plants in Guangzhou and Wuhan.
    Friday 17 April 2026
    Accelerating enterprise AI: Hardware advancements and compute architecture transformation
    As generative AI moves from research and development into enterprise-scale deployment, the underlying AI infrastructure is undergoing a structural realignment driven by a new phase...
    Friday 17 April 2026
    Evalue launches 640kW ultra-fast charger, expanding fast-charging capacity
    Taiwan's Fortune Electric Value Company (Evalue) has launched a 640kW ultra-fast DC charger capable of charging 800V EVs in 15–20 minutes, with support for up to five simultaneous...
    Friday 17 April 2026
    Memory module maker Apacer beats full-year 2025 profit in first quarter, inventory climbs

    Memory module maker Apacer Technology reported its consolidated financial results for the first quarter of 2026, with revenue reaching...

    Friday 17 April 2026
    Topoint bond deal signals wider supply risk for global AI hardware makers
    The surge in AI-grade high-speed computing is pushing printed circuit board manufacturing toward thicker, higher-layer designs, creating a strategic, global shortage of advanced coated...
    Friday 17 April 2026
    UMC signals 2026 wafer price adjustment amid tightening demand and capacity pressure
    United Microelectronics Corp. (UMC) is expected to raise wafer foundry prices in the second half of 2026, as demand for logic and memory-related applications remains resilient and...
    Friday 17 April 2026
    OpenAI reportedly to spend over US$20 billion on Cerebras chips, reducing reliance on Nvidia

    OpenAI has reportedly entered into a multi-year agreement to pay chip startup Cerebras Systems more than US$20 billion for AI server capacity,...

    Friday 17 April 2026
    China wafer maker NSIG lifts revenue on 300mm momentum
    National Silicon Industry Group (NSIG) reported full-year 2025 revenue growth driven by higher 300mm wafer shipments, though pricing pressure and high fixed costs weighed on margin...
    Friday 17 April 2026
    TSMC remains top choice for European AI chip startups amid capacity scramble
    European efforts to advance sovereign AI and chip autonomy are gaining momentum, but European AI chip startups say they still primarily rely on TSMC for high-performance computing...
    Friday 17 April 2026
    TSMC revises advanced process and packaging strategy
    TSMC chairman C.C. Wei emphasized persistent capacity shortages during the company's earnings call, noting that 3nm technology accounted for about 25% of first-quarter 2026 revenue...
    Friday 17 April 2026
    Taiwan's OSAT expansion could tighten global test capacity and raise costs
    Taiwan's outsourced semiconductor assembly and test industry is expanding rapidly, driven by AI, high-performance computing, and memory demand. Global supply chains may face tighter...
    Friday 17 April 2026
    Analysis: ASML lifts 2026 guidance on strong EUV demand
    ASML delivered first-quarter 2026 results that exceeded expectations, prompting management to raise its full-year guidance despite a cautious outlook for the second quarter. The company...
    Friday 17 April 2026
    ASML extends Low NA EUV to 2031, ramps up High NA production
    ASML's confirmation that memory-chip demand underpinned its stronger-than-expected results for the first quarter of 2026 — along with its updated EUV roadmaps — has broad...
    Friday 17 April 2026
    Analysis: Intel, Musk advance TeraFab partnership, echoing Apple's TSMC shift

    Tesla CEO Elon Musk has aligned his TeraFab megafab initiative with Intel, in a move that had been signaled in recent months.

    Friday 17 April 2026
    TSMC chairman C.C. Wei denies customer favoritism regarding tight 1Q26 capacity
    TSMC delivered an above-expectations financial performance in the first quarter of 2026 and remains optimistic about continued strong demand for advanced process technologies entering...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook