News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Monday 27 July 2026

ZDT-led China PCB expansion tops US$10 billion on AI server and edge AI demand

China's printed circuit board (PCB) industry is entering a new investment cycle, with more than CNY70 billion (approx. US$10.3 billion)...

Monday 27 July 2026

eSSD contracts surge as AI data centers shift spending from memory to storage

Enterprise SSDs are emerging as a bigger priority in AI infrastructure as generative AI workloads move from training to inference and data centers need faster storage. Reports from...

Sunday 26 July 2026

Airbus raises profit outlook as supply bottlenecks ease

Airbus updated its financial outlook for investors, saying easing supply-chain constraints should support stronger production and profit growth through 2029. According to Bloomberg,...

Saturday 25 July 2026

Huaqin's growing stake in Nexchip shows ODMs reaching upstream into chipmaking

Huaqin Technology, the world's largest consumer-electronics original design manufacturer, has again increased its stake in Chinese foundry Nexchip Semiconductor, underscoring how contract...

Saturday 25 July 2026

China folds data centers into 15th Five-Year renewable energy plan

China's National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) on the 23rd released the 15th Five-Year Plan for Renewable Energy Development,...

Friday 24 July 2026

Google raises capex outlook as compute demand stays tight, boosting Foxconn

Alphabet, Google's parent company, has raised its capital expenditure forecast to US$195-205 billion and signaled a significant increase again in 2027, while openly saying that AI...

Friday 24 July 2026

China's Xi'an Eswin tops 1 million monthly 12-inch wafer sales and output, targets 1.8 million capacity

China's 12-inch silicon wafer maker Xi'an Eswin Material Technology said monthly output and sales of its 12-inch electronic-grade silicon...

Friday 24 July 2026

Amkor, Nvidia widen AI packaging partnership as US capacity expands

Amkor Technology has deepened its partnership with Nvidia to develop advanced semiconductor packaging and test technologies for next-generation AI and accelerated computing platforms...

Friday 24 July 2026

DeepSeek's Liang Wenfeng says China trails US AI by up to 18 months, with compute the decisive gap

DeepSeek founder Liang Wenfeng says China's AI industry trails the US by six to 18 months mainly because of limited computing power, not talent.

Friday 24 July 2026

AI data centers emerge as dynamic loads, posing new challenges for power grids

As generative AI adoption accelerates, AI data centers are becoming one of the fastest-growing sources of electricity demand worldwide. Unlike conventional data centers, however, AI...

Friday 24 July 2026

Techzone sees stronger 2026 demand as semiconductor waste processing tightens

Techzone said growing AI demand and continued ramp-up of advanced semiconductor production have increased both the volume and complexity of specialty solvents, pushing hazardous waste...

Thursday 23 July 2026

Tesla confirms equipment orders for TeraFab, targets in-house chip production to break supply bottleneck

Tesla has placed equipment orders for an in-house semiconductor development facility in Austin it calls TeraFab, CEO Elon Musk confirmed during the company's Q2 2026 earnings call...

Thursday 23 July 2026

Wistron launches first US-made Nvidia GB300 compute baseboard

Wistron opened its D1 AI smart factory in Fort Worth, Texas, on July 21 local time, and began mass production of the first Nvidia GB300...

Thursday 23 July 2026

Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers

The AI build-out has found its next pinch point. After spreading from Nvidia's accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful...

Thursday 23 July 2026

Google bets bigger on AI infrastructure as demand signals grow stronger across the board

Alphabet's Q2 earnings call reveals a company doubling down on compute capacity, custom silicon, and frontier model development — while investors probe the limits of the...

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Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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