News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Friday 11 September 2026

Why Chinese automakers' aggressive push only further tightens CATL's grip

Supply diversification has long been a recurring — and difficult — issue confronting the high-tech manufacturing ecosystem. But efforts to diversify component and materials...

Friday 11 September 2026

Chipmaking equipment spending could hit US$270 billion by 2030, Futurum says

Global wafer fab equipment (WFE) spending could reach about US$270 billion in 2030 as data center expansion drives demand for advanced logic, high-bandwidth memory (HBM), DRAM and...

Friday 11 September 2026

AUO, Innolux accelerate shift from displays to AI, CPO, advanced packaging

Taiwan's panel makers posted mixed August results as the industry's strategic focus shifts beyond monthly revenue toward AI, advanced packaging and co-packaged optics (CPO). AUO and...

Friday 11 September 2026

China's energy storage capacity surges 50-fold in five years, sparking crackdown on lithium battery expansion

China's energy storage industry has expanded at breakneck speed since the launch of the 14th Five-Year Plan, growing 50-fold in just five years. The government is now applying the...

Friday 11 September 2026

Nvidia expands Australian AI factory push as global demand rises

Nvidia's latest partnerships in Australia could reshape where AI capacity is built and who can access it. The plan links power, data centers, and open models to local innovation, while...

Friday 11 September 2026

Oracle's AI cloud build-out is now rewriting its cost structure

Oracle has passed the point where its artificial-intelligence infrastructure business is large enough to reshape the company's entire...

Friday 11 September 2026

China's Shenzhen Kaifa plans CNY1.85 billion expansion for high-end memory packaging and testing

Chinese electronics manufacturer Shenzhen Kaifa Technology, also known as Shenzhen Kaifa or Kaifa, plans to invest CNY1.85 billion (about US$260 million) to expand high-end memory-chip...

Thursday 10 September 2026

From cHBM to 3D Stacked SRAM, AI inference drives AI accelerators toward memory architecture innovation

Introduction

Thursday 10 September 2026

Murata to stop some MLCC lines as AI server demand strains supply

Murata Manufacturing said it will gradually end production of several multilayer ceramic capacitor (MLCC) part numbers as AI demand continues to pressure supply chains. The Japanese...

Thursday 10 September 2026

ASE August revenue tops NT$80 billion record as AI packaging capacity stays sold out

ASE Technology Holding's revenue surpassed NT$80 billion (US$2.5 billion) for the first time in August 2026, as AI continued to drive demand for both advanced and conventional semiconductor...

Thursday 10 September 2026

Elmos locks in SK keyfoundry wafer supply through 2037 as 8-inch capacity tightens

Germany's Elmos Semiconductor has secured wafer capacity from South Korea's SK keyfoundry through 2037, expanding an 18-year manufacturing...

Thursday 10 September 2026

Firmus, OpenAI strike compute deal for Malaysia AI factories

Firmus and OpenAI have announced a multi-year strategic partnership that will add dedicated AI compute capacity in Malaysia, underscoring how Asia-Pacific is becoming central to global...

Thursday 10 September 2026

Wiwynn sees AI server shipments to overtake general-purpose servers in 3Q26

Wiwynn Corporation said AI server shipments will overtake general-purpose server shipments in the third quarter of 2026, with the two expected to account for roughly half each, while...

Thursday 10 September 2026

Nvidia reportedly drives testing interface capacity crunch, pushes Taiwan suppliers

AI chip demand is tightening high-end testing interface capacity, and supply-chain sources say Nvidia has raised prices to secure most of the probe card and test socket output from...

Thursday 10 September 2026

STMicro sees AI sales accelerating as factory transfers hold key to margin recovery

STMicroelectronics expects rapidly expanding AI infrastructure sales and stronger automotive demand to support growth into 2027, but its largest gross-margin gains will depend on customer...

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Sep 11, 08:00

DAS Expands in Taiwan and Unveils World First at SEMICON

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