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    NEWS TAGGED CAPACITY
    Monday 16 February 2026
    Weekly news roundup: Intel resets AI PC race, backs ZAM memory play, HBM3–HBM4 battle intensifies
    Below are the most-read DIGITIMES Asia stories in the week of February 9 to February 16, 2026. This week's coverage spans HBM3 and HBM4 capacity shifts, AI PC market share changes,...
    Monday 16 February 2026
    India seeks to democratize AI resources through global commons framework
    India is positioning artificial intelligence at the center of its technology and geopolitical strategy as it prepares to host the India AI Impact Summit.
    Sunday 15 February 2026
    CXMT races to scale up as yield gaps and export curbs bite
    CXMT, a leading Chinese DRAM maker, is expanding aggressively but faces significant production and regulatory hurdles, ChosunBiz reported, citing industry sources. Despite...
    Sunday 15 February 2026
    Power semiconductor cost pressures rise as 8-inch wafer foundries plan price hikes
    Demand for AI servers' power management chips is surging, tightening supply and demand in the 8-inch wafer foundry market. Powerchip Semiconductor Manufacturing Corporation (PSMC)...
    Saturday 14 February 2026
    WD says 2026 capacity sold out as HDD prices post sharpest rise in two years

    Hard disk drive (HDD) contract prices rose approximately 4% sequentially following the conclusion of fourth-quarter 2025 negotiations,...

    Friday 13 February 2026
    Shihlin Electric expands in North America as orders extend to 2030

    Shihlin Electric is entering 2026 with strong operating momentum, supported by accelerated contract releases under Taipower's grid resilience...

    Friday 13 February 2026
    Citi flags post-HBM shift as edge memory, HBF advance
    A Citi analyst said the next phase of artificial intelligence (AI) memory demand will extend beyond high-bandwidth memory (HBM), pointing to emerging opportunities in physical AI devices...
    Friday 13 February 2026
    TSMC and memory makers boost capex to offset China export restrictions impact
    TSMC raised its 2026 capital expenditure forecast to US$52-56 billion, driving strong demand in the global semiconductor supply chain amid AI growth. Memory giants SK Hynix, Micron,...
    Friday 13 February 2026
    Stellantis scraps two EU gigafactories after €2.1bn hit, pivots toward Asian batteries
    Stellantis NV has officially abandoned plans to build two lithium battery gigafactories in Kaiserslautern, Germany, and Termoli, Italy, the company's CEO, Antonio Filosa, said, following...
    Friday 13 February 2026
    Quanta boosts Thailand investment to expand AI server capacity
    Quanta Cloud Technology (QCT) said it will invest THB1.098 billion (approx. US$35.34 million) in electromechanical engineering and materials for its Thailand facility, reinforcing...
    Friday 13 February 2026
    SK Hynix reportedly begins equipment orders for Cheongju HBM packaging line amid AI-driven capacity race
    SK Hynix has started placing initial equipment orders to convert an idle Cheongju fab into a high-bandwidth memory (HBM) packaging and testing line, according to ET News,...
    Friday 13 February 2026
    E-glass capacity cuts trigger production shifts for Taiwan CCL makers
    The global AI data center boom is straining not only high-end computing chips but also adjacent industries such as memory and upstream glass fiber cloth, where significant capacity...
    Friday 13 February 2026
    Winbond's two-year sell-out signals memory cycle shift and US$1.35bn capex push

    Winbond Electronics is entering a powerful demand cycle, with tight supply conditions across DRAM, NOR flash, and SLC NAND extending beyond...

    Thursday 12 February 2026
    Mistral to invest EUR1.2bn in Swedish AI data centres to expand European compute capacity
    Mistral AI will invest EUR1.2 billion (US$1.43 billion) to build large-scale AI data centres in Sweden, marking its first infrastructure expansion outside France. The move positions...
    Thursday 12 February 2026
    Tower Semiconductor revamps strategy after Intel deal collapses
    Intel's decision to walk away from its September 2023 agreement for Fab 11X in New Mexico has prompted Tower Semiconductor to revamp its manufacturing roadmap, scrap the facility from...
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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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook