News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Friday 16 January 2026

Commentary: TSMC's unstoppable momentum faces one wild card

Record profits. Soaring margins. Relentless demand. TSMC's January 15, 2026, earnings call painted a picture of semiconductor dominance so complete it seems almost untouchable. Alm...

Friday 16 January 2026

US data center growth strains electric grid, prompting proposed outages and industry pushback

The rapid expansion of data centers in the US is placing significant strain on the electric grid, prompting grid operators in multiple states to propose temporary power outages for...

Friday 16 January 2026

Foxconn holds the hardware keys to Apple's AI strategy

As Apple brings the Gemini model into the core architecture of Apple Intelligence, market focus has shifted to how this move will reshape the company's hardware investment strategy...

Friday 16 January 2026

South Korea seeks matching US tariff breaks after Taiwan's chip pact agreement

South Korean industry and government officials are monitoring a new trade agreement between the US and Taiwan that links semiconductor...

Friday 16 January 2026

TSMC predicts rising advanced process costs; consumer SoCs may struggle to keep up

At its earnings call on January 15, 2026, TSMC signaled that its capital expenditures for 2026 will increase to US$52-56 billion, far exceeding market expectations. On top of demand...

Friday 16 January 2026

Breaking down the strategic implications of the 15% tariff framework of the US-Taiwan trade deal

The United States and Taiwan formalized a significant trade and investment agreement on January 15, 2026, establishing a new framework for bilateral...

Friday 16 January 2026

Micro LED, robotics, photonics lift LED industry from price wars

The LED industry has entered its traditional off-season, with tariffs and macroeconomic uncertainty in 2025 prompting end customers to adopt more conservative procurement strategies...

Thursday 15 January 2026

Samsung shifts to advanced nodes, 8-inch foundry capacity reportedly cut

Samsung Electronics plans to shut part of its 8-inch foundry capacity in South Korea, as the company reallocates resources toward more advanced manufacturing, according to a report...

Thursday 15 January 2026

TSMC retains pricing power using Apple and AI dual structure

Generative AI is reshaping TSMC's customer structure. While Apple remains TSMC's largest single customer by revenue share, the rapid growth of high-performance computing (HPC) businesses...

Thursday 15 January 2026

As AI data centers expand, Seetel rides a surge in energy storage demand

As the global race to build ever-larger artificial intelligence models accelerates, the reliable operation of AI data centers has emerged as a decisive factor in the competition for...

Thursday 15 January 2026

Exclusive: T-Glass shortage ripples through memory and advanced packaging markets

The global memory industry is confronting a growing capacity crunch, one that is increasingly rippling upstream to a shortage of glass...

Thursday 15 January 2026

Feeder line capacity emerges as critical battleground in global energy and tech race

As the world's focus shifts to energy transition, electricity is transforming from a basic utility into a strategic asset shaped by grid feeder line capacity. This emerging constraint...

Wednesday 14 January 2026

Advanced packaging crunch lifts ASE, KYEC to new highs

TSMC will hold its earnings call on January 15, 2026. Supply chain sources expect AI chip demand to remain strong in 2026, while TSMC's advanced packaging and testing capacity continues...

Wednesday 14 January 2026

Gold Circuit Electronics sees record revenue on ASIC server orders, plans Taiwan expansion

PCB manufacturer Gold Circuit Electronics (GCE) posted a record-high full-year consolidated revenue in 2025, surging more than 50% year-over-year, driven by a ramp-up in ASIC server...

Wednesday 14 January 2026

Formosa Plastics Group sees rising net loss in 2025

Formosa Plastics Group (FPG) announced preliminary consolidated financial results for 2025 on January 12, reporting a combined net loss after tax of approximately NT$1.093 billion...

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BIZ FOCUS

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