News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Friday 8 May 2026

TSMC revenue rise highlights Asia's grip on AI chip supply

TSMC said on May 8 that revenue for the first four months of 2026 rose 29.9% from a year earlier, offering a further sign of the strength of the world's largest contract chipmaker...

Friday 8 May 2026

Analysis: Anthropic's xAI deal puts Musk's GPU efficiency problem in focus

Elon Musk's latest move to team up with Anthropic in a major computing-capacity agreement captures the logic of "the enemy of my enemy...

Friday 8 May 2026

TSMC reportedly pushes CoPoS exclusivity to lock in next-gen packaging lead

TSMC is accelerating the expansion of its CoWoS advanced packaging capacity while pushing ahead with the more technically demanding panel-level packaging technology CoPoS, aiming to...

Friday 8 May 2026

LCD monitor panel prices climb again: BOE, TCL CSOT tighten supply amid Taiwan, South Korea cuts

The LCD TV panel inventory replenishment cycle is nearing its end, but LCD monitor panel prices are expected to extend gains in May as...

Friday 8 May 2026

Coherent order backlog reaches 2030: 1.6T optics and 6-inch InP capacity accelerate

Driven by surging AI computing demand and the industry-wide shift toward higher-bandwidth, lower-power network infrastructure, optical communications company Coherent Corp. says customer...

Friday 8 May 2026

TSMC eyes bigger US investment; Arizona chip expansion accelerates

Taiwan remained the largest foreign delegation at the US Department of Commerce's SelectUSA Investment Summit for a third straight year, with TSMC indicating it may further expand...

Thursday 7 May 2026

Singapore chip firms showcase cross-border manufacturing and testing strengths

Headquartered in Singapore, MPics Innovations is staffed by several former executives from Broadcom's isolation products division. The company has long focused on the automotive, industrial,...

Thursday 7 May 2026

WinWay April revenue hits second-highest on AI, HPC demand

WinWay said April 2026 revenue fell nearly 20% from the previous month due to its customer mix and product profile, but still rose more than 50% from a year earlier as orders for AI...

Thursday 7 May 2026

Yotta Data Services reportedly weighs IPO as India's AI infrastructure race accelerates

Yotta Data Services is considering an initial public offering in Mumbai that could raise as much as US$900 million, according to sources familiar with the matter, as reported by Bloomberg...

Thursday 7 May 2026

Taiwan delays in gas plants drive push for energy storage and virtual power plants

Taiwan's expanding semiconductor and AI-related industries have driven up electricity demand, prompting officials and researchers to call for the faster deployment of energy storage...

Thursday 7 May 2026

Intel shifts data center chip packaging to Vietnam and expands EMIB advanced packaging integration

Intel is relocating a data center chip production line from Costa Rica to its Vietnam facility. The move, flagged in a Saigon Hi-Tech Park management board report to the Ho Chi Minh...

Thursday 7 May 2026

Anthropic raises Claude usage limits with SpaceX compute deal

Anthropic announced immediate increases to Claude service limits following a compute partnership with SpaceX that will deliver over 300 megawatts of new capacity within the month.

Thursday 7 May 2026

Taiwan component maker Fositek rides AI server cooling demand

Fositek said strong demand from artificial intelligence (AI) infrastructure is driving rapid growth in its liquid cooling business and will prompt continued capacity expansion to meet...

Thursday 7 May 2026

Commentary: Why Apple's Intel and Samsung talks remain preliminary—and what that means for TSMC

A year of Intel-Apple negotiations and recent Samsung chatter amount to familiar supply-chain posturing—and TSMC's technical advantages remain unbeatable.

Thursday 7 May 2026

Research Insight: AI memory boom squeezes automotive supply, driving costs higher

Autonomous driving and smart cockpit technologies are pushing vehicles to demand far more computing power and data processing. Memory has become a critical component in automotive...

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Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

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