CONNECT WITH US
NEWS TAGGED CAPACITY
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...
Thursday 12 November 2026
PCB giant Zhen Ding targets 2028 for 50% AI business revenue share
Zhen Ding Technology said strong seasonal demand for mobile communications products and robust demand for high-end AI applications drove its third-quarter 2026 revenue to a record...
Thursday 12 November 2026
Mitsui Kinzoku bets on AI copper foil with JPY190 billion investment in Malaysia plant
Mitsui Kinzoku will invest about JPY190 billion (approx. US$1.2 billion) to build a copper foil plant near its existing Malaysia site, targeting demand from optical communications...
Thursday 12 November 2026
US data center policy clouds AI capacity outlook, MetaAge says
Global AI data center construction continues to drive demand for GPUs, memory, and other critical hardware, but tight computing capacity, rising material costs, and longer lead times...
Thursday 12 November 2026
AP Memory sees IPD silicon capacitor orders booked through 2H27, pursues dual-track strategy with UMC
AP Memory Technology reported record-breaking third-quarter 2026 revenue and net profit, driven by surging demand for its integrated passive device (IPD) silicon capacitors under the...
Thursday 12 November 2026
Asia Vital posts record 3Q26 profit on AI server cooling demand
Thermal module manufacturer Asia Vital reported record revenue and profit for the third quarter of 2026, driven by rising demand for high-end cooling products used in AI servers. Its...
Thursday 12 November 2026
HKC’s Mianyang Gen 6 OLED investment faces delays
China’s HKC has again stalled its OLED expansion, with equipment orders for its Gen 6 OLED line in Mianyang, Sichuan, yet to be placed despite plans for deposition equipment...
Thursday 12 November 2026
Foxconn's in-person briefing to focus on AI deliveries, 2027 orders
Hon Hai Precision Industry (Foxconn) will hold its third-quarter 2026 investor briefing in person at the Mandarin Oriental, Taipei, on November 12, as investors seek clarity on 2027...