News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Monday 19 January 2026

Quanta rushing to hire and expand as AI server demand holds strong

Server ODM Quanta Computer is aggressively expanding production, with the expectation that capacity will double again by the end of 2026. Quanta's Executive Vice President and Quanta...

Monday 19 January 2026

Global power grids emerge as strategic choke points in AI and industrial competition race

The escalating global energy transition and intensifying industrial rivalry have elevated power infrastructure security to a national defense-level strategic concern, with a focus...

Monday 19 January 2026

Weekly news roundup: memory shortages, packaging power, TSMC's global pivot

Below are the most-read DIGITIMES Asia stories of the week of January 12-18, 2026.

Monday 19 January 2026

Oppo counters rising memory prices with feature upgrades in A6 series

Despite significant jumps in memory costs threatening smartphone affordability, Oppo has chosen to enhance rather than downgrade its latest A6 mid- to low-end models. The company retained...

Monday 19 January 2026

OpenAI taps Cerebras for US$10 billion AI chip buildout

OpenAI said it would partner with the artificial intelligence chip maker Cerebras to build 750 megawatts of ultra-low-latency AI computing capacity, a project that will come online...

Monday 19 January 2026

Commentary: TSMC drives tariff talks as Taiwan eyes 40% chip capacity shift to US

After months of trade negotiations, Taiwan and the US have finalized a reciprocal tariff agreement that lowers rates to 15% without stacking most-favored-nation (MFN) tariffs. The...

Monday 19 January 2026

Taiwan PCB industry gearing up for record investment driven by AI cloud computing

Taiwan's printed circuit board (PCB) industry is entering a new growth cycle fueled by a surge in cloud artificial intelligence (AI) computing orders. Manufacturers are ramping up...

Monday 19 January 2026

Taiwan polarizer firms pivot to medical, semiconductor, and niche markets amid China oversupply

Large-scale capacity expansions in China have led to severe oversupply and price erosion issues in the global polarizer industry, causing Taiwanese firms to struggle as losses mount...

Sunday 18 January 2026

SK Hynix accelerates advanced packaging from Korea to Indiana

SK Hynix plans to invest KRW19 trillion, about US$12.9 billion, to build an advanced semiconductor packaging plant in Cheongju, South Korea, as it moves to secure capacity for AI-driven...

Saturday 17 January 2026

Internal memo reveals Micron has locked in PSMC HBM capacity through prepayment

Powerchip Semiconductor Manufacturing Corporation (PSMC) has provided new details on its planned sale of the Tongluo P5 fabrication plant...

Saturday 17 January 2026

Micron's new fabs target 2030 rollout as supply shortages linger

Micron is scheduled to begin construction on its planned New York state megafab site on January 16, 2026, advancing its US manufacturing...

Saturday 17 January 2026

TSMC chair confirms long-term AI demand and commitment to US expansion

At its January 15, 2026, earnings call, TSMC chairman C.C. Wei addressed questions on the authenticity of AI demand, capital expenditure plans, and US capacity expansion. Wei stated...

Saturday 17 January 2026

Packaging and testing cluster expected to emerge as TSMC Arizona GigaFab expands

During TSMC's first earnings call of 2026, CEO C.C. Wei said that key metrics at its Arizona fabs are approaching the level of advanced manufacturing in Taiwan. Rising demand from...

Friday 16 January 2026

Samsung to lift DRAM output 5% in 2026 as supply tightness persists

Samsung Electronics is expected to increase DRAM production by about 5% this year, but the expansion is unlikely to ease the global supply shortage as demand continues to outpace available...

Friday 16 January 2026

Formosa Chemicals plans to exit petrochemical red ocean and enter high-end electronics

The petrochemical industry has been stuck in an intensely competitive red ocean market. The Chinese government has begun promoting measures to curb excessive internal competition,...

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Jan 6, 16:39

MSI Unveils Full Lineup of AI Products at CES 2026

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook