CONNECT WITH US
NEWS TAGGED CAPACITY
Friday 13 November 2026
FICG returns to growth in 3Q26 as 1.6T enters mass production
FIC Global (FICG) returned to growth in the third quarter of 2026, driven by the gradual ramp-up of overseas capacity in its optical communications business and strong demand for high-speed...
Friday 13 November 2026
CoreWeave adjusts AI data center expansion model as customer prepayments, contracts ease financing concerns
Neocloud provider CoreWeave announced a realignment of its financing strategy for data center expansion, shifting away from its previous heavy reliance on high-yield bonds toward borrowing...
Friday 13 November 2026
Samsung expands HBM packaging at Onyang as Cheonan runs short of space
Samsung Electronics is expanding its high-bandwidth memory (HBM) packaging operations in South Korea as its Cheonan campus runs short of space, prompting the company to develop nearby...
Friday 13 November 2026
AI memory may balance after mid-2028 while compute and supporting chips stay short, SMIC says
Semiconductor Manufacturing International Corp. (SMIC) expects artificial intelligence (AI) demand to keep chip supply tight through mid-2028, even as equipment lead times of up to...
Friday 13 November 2026
Cerebras lifts third-quarter revenue 55% as cloud inference overtakes hardware sales
Cerebras Systems has become more of a cloud inference business than a hardware supplier. In the third quarter ended September 30, 2026, the company reported record GAAP revenue of...
Friday 13 November 2026
SK Hynix's HBM4 yield tops 70% as Samsung expands chip packaging capacity
SK Hynix's sixth-generation high-bandwidth memory (HBM4) production yield has reportedly surpassed 70%, Chosun Biz reported on November 12, citing semiconductor industry sources,...
Friday 13 November 2026
SMIC posts record third-quarter revenue as factory utilization nears full capacity
SMIC's record third-quarter revenue and sharper rise in operating profit point to stronger factory throughput, while the lower net result against the prior quarter shows how investment-related...
Thursday 12 November 2026
Quanta shifts 2027 capex toward power, the new battleground for AI server ODMs
Quanta Computer posted strong revenue and earnings in the third quarter of 2026 and expects operations to continue accelerating in the fourth quarter, driven by AI servers. The company...
Thursday 12 November 2026
Aleees makes Tainan plant launchpad for North American LFP expansion
Advanced Lithium Electrochemistry (Aleees), a lithium iron phosphate (LFP) cathode-material maker, signed a memorandum of understanding (MOU) with a North American partner on November...
Thursday 12 November 2026
Naver signs US$1.5 billion AI cloud deal with US firm
Naver said on November 12 it had signed a KRW2 trillion (approx. US$1.5 billion) AI computing services contract with a US-based AI inference company, securing its first major customer...
Thursday 12 November 2026
China's AI short-drama boom opens new token revenue opportunity for ByteDance's Seedance, Volcengine
China's AI-generated short-drama market is expanding rapidly, with surging content production and viewership making the sector an increasingly significant source of demand for AI computing...
Thursday 12 November 2026
DB HiTek 3Q26 shows power-chip demand lifts operating profit, but net income falls
DB HiTek's third-quarter 2026 results point to continued strength in its core foundry operations, even as a steep decline in net income shows that operating momentum did not carry...
Thursday 12 November 2026
Taiwan PCB equipment maker Ta Liang's four-digit backlog sets stage for high-margin TM4 growth
Taiwan-based Ta Liang Technology, a printed circuit board (PCB) equipment manufacturer, said its order visibility for PCB and semiconductor equipment extends through 2027, with its...
Thursday 12 November 2026
Mitsubishi Gas Chemical bets on AI packaging with Thailand BT materials line
Mitsubishi Gas Chemical (MGC) announced on November 10 that it will expand manufacturing and shipment-inspection equipment at its Thailand subsidiary to increase capacity for BT (Bismaleimide-Triazine)...
Thursday 12 November 2026
ABF substrate shortage to last through 2028 as Wah Lee targets next-gen products
Demand for AI, high-performance computing (HPC), and semiconductors continued to rise, driving Wah Lee Industrial's 3Q26 profit to record-high levels. Gross profit reached NT$2.06...