News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Monday 15 December 2025

Unitech aims for 20% revenue from SE Asia LEO orders in 2026

Automotive PCB manufacturer Unitech Printed Circuit Board Corp. is expanding into the low Earth orbit (LEO) satellite market. However, its Thailand plant did not meet customer demand...

Monday 15 December 2025

Longwell's AI data center revenue share surpasses 36% amid CSP expansion

Longwell Technology has successfully penetrated the AI data center supply chain, with related revenues now accounting for over 36% of overall sales, driven by cloud service providers'...

Monday 15 December 2025

TSMC to expand CoW Orders in 2H26 as OSAT CoWoS-like tech rises

As major US CSPs are ramping up ASIC development, the capacity gap in TSMC's CoWoS advanced packaging continues to widen. Thus, the rise of "CoWoS-like" capacity by OSAT providers...

Monday 15 December 2025

Global expansion drives 50% revenue surge for Aurotek through automation and robotics

Aurotek has reported a robust 50% increase in consolidated revenue for the first 11 months of 2025, fueled by sustained manufacturing globalization that is accelerating demand for...

Friday 12 December 2025

VPEC will focus on optical components in 2026

AI data centers are seeing rapidly increasing demand for HPC and big data processing. The shift from traditional copper wiring to fiber optics boosts data transfer rates while lowering...

Friday 12 December 2025

Oracle's rising debt and capital spending in AI hardware push prompt mixed reactions

Oracle's fiscal second-quarter report for 2025 showed increased borrowing and shrinking free cash flow as the company expands from software into artificial intelligence (AI) hardware...

Friday 12 December 2025

China's transformer makers expand capacity in green energy upgrades

The global power equipment supply chain is facing a transformer shortage due to the unrelenting AI data center construction and demand for renewable energy. Delivery times for key...

Thursday 11 December 2025

China's polysilicon glut triggers US-backed supply chain realignment

China's dominance of the global polysilicon market is forcing the industry into two divergent paths: domestic consolidation to manage...

Thursday 11 December 2025

Commentary: China's PCB edge survives G2 decoupling

As the US–China tech confrontation drags on, discussions consistently return to chips, semiconductors, rare earths, and tariffs. Despite accelerating supply-chain decoupling...

Thursday 11 December 2025

Oracle warns of rising depreciation strains as AI data-center buildout accelerates

Oracle's rapid expansion of AI data centers is intensifying concerns over depreciation and capital needs, prompting the company to outline new funding approaches and margin expectations...

Thursday 11 December 2025

Pentagon drone demand soars as Marines order Teledyne systems, Orqa ramps up production

Teledyne FLIR Defense won a US$42.5 million order for Rogue 1 loitering munitions from the US Marine Corps, while Croatian drone maker Orqa is expanding capacity to meet rising Pentagon...

Thursday 11 December 2025

Ta Liang PCB and advanced packaging orders surge, equipment lead times hit 6 months

PCB and semiconductor equipment manufacturer Ta Liang Technology reported a surge in orders as AI chip and AI server demand solidifies. Customers have been investing to expand capacity,...

Wednesday 10 December 2025

Scientech posts over NT$10B revenue in 11 months, order visibility extends to 2H26

Advanced packaging equipment and wafer reclaim solutions provider Scientech reported consolidated revenue of NT$958 million (US$30.77 million) in November 2025, up 9% sequentially...

Wednesday 10 December 2025

TSMC expands CoWoS capacity with Nvidia booking over half for 2026-27

Semiconductor equipment suppliers reveal that TSMC and non-TSMC players, including ASE, Amkor, and UMC, are accelerating the expansion of advanced packaging Chip on Wafer on Substrate...

Wednesday 10 December 2025

Taiwan and US race to buy 500,000 military drones, testing supply chain resilience

Taiwan and the US plan to procure nearly half a million military drones over the next two years, a rapid buildup that is driving manufacturers...

1/46 pages