News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Saturday 28 March 2026

OmniVision invests US$145 million in wafer foundry to secure chip supply

OmniVision Group said on March 20 it will invest CNY1 billion (US$145 million) in Rong Semiconductor (Ningbo) Co. (RongSemi) via a capital...

Saturday 28 March 2026

Holy Stone Enterprise expands Japan and Taiwan capacity, signaling tighter MLCC supply for AI power supplies

Holy Stone Enterprise plans to invest another NT$3 billion (US$94 million) to add a production line at its Hokkaido R&D center and expand capacity at its Yilan Lize plant in Taiwan...

Friday 27 March 2026

Nexchip revenue rises 17.7% to US$1.58bn, foundry capacity stays tight

Nexchip reported 2025 revenue of CNY10.89 billion (approx. US$1.58 billion), up 17.69% year-over-year, with net profit rising 32.16% to...

Friday 27 March 2026

DRAM ASPs surged up to 80% QoQ in 1Q26, fueling US$1 trillion chip boom and supply squeeze, says Omdia analyst

The global semiconductor industry is set to surpass the US$1 trillion revenue mark in 2026, driven by accelerating artificial intelligence...

Friday 27 March 2026

Microsoft Agent 365 to push AI competition to front-end

According to Vic Wu, General Manager of the Specialist Team Unit (STU) of Microsoft Taiwan, the era of exploratory AI is over. As the industry enters...

Friday 27 March 2026

Air Liquide launches first advanced materials plant in Taiwan for sub-3nm chips

Paris-headquartered Air Liquide has inaugurated a new advanced materials plant in Taichung, marking its first large-scale production base in Taiwan for deposition and etching materials...

Friday 27 March 2026

Semicon China 2026: AI drives semiconductor market to US$1.8 trillion by 2030, China leads capacity and equipment

AI computing is pushing the semiconductor industry into a structural growth phase, reshaping global capacity and technology pathways, according to Lily Feng, President of SEMI China,...

Friday 27 March 2026

DRAM and NAND costs hit 90% of smartphone prices, squeezing low-end profits

Core component costs for smartphones are surging at unprecedented rates, threatening the survival of low-priced models in the market. Nikkei reports that prices for two essential...

Friday 27 March 2026

TSMC prioritises AI, core clients; 3nm capacity remains constrained

Cloud AI demand is tightening advanced-node supply, with TSMC's 3nm capacity emerging as the most constrained segment at the end of the first quarter of 2026, according to IC design...

Thursday 26 March 2026

Analysis: Tesla's Terafab being near Samsung's Taylor fab illustrates Musk's strategy shift

Elon Musk recently announced the launch of the "Terafab" project, selecting Austin, Texas, as its first site, with plans to build a fully integrated semiconductor supply chain covering...

Thursday 26 March 2026

AI Expo 2026: Taiwan steps up sovereign AI efforts as power, data constraints emerge

Taiwan is advancing efforts to build sovereign artificial intelligence (AI) capabilities, even as power supply and data readiness emerge...

Thursday 26 March 2026

Lelon Electronics eyes 10% revenue growth in 2026 driven by automotive and AI servers

Lelon Electronics expects shipments to rise in 2026, driven by automotive electronics and AI servers, with wider supply-chain and pricing implications for global electronics manufacturers...

Wednesday 25 March 2026

Micron's Singapore expansion could trigger global transformer shortage and delay AI data centers

Micron Technology's planned Singapore expansion, driven by soaring AI memory demand, requires hundreds of transformers, signaling supply constraints that could affect global AI and...

Wednesday 25 March 2026

Broadcom expects optical communication supply chain capacity issues to ease by 2027

The Optical Fiber Communication Conference (OFC 2026) concluded on March 19, with Broadcom holding a media briefing to discuss the latest technologies and product announcements from...

Wednesday 25 March 2026

Taiwan Mask poised for advanced packaging growth in 2H26 off semiconductor rebound

Riding a semiconductor industry recovery and AI-driven demand for advanced packaging, Taiwan Mask Corporation (TMC) President Lidon Chen said the company expects significant and substantial...

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BIZ FOCUS

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