NEWS TAGGED CAPACITY
Wednesday 17 December 2025
15 nuclear reactors expected to be added in 2026 to fuel AI data centersA recent report from Bloomberg New Energy Finance (BNEF) states that the global nuclear industry is expected to commission fifteen nuclear reactors in 2026, adding approximately 12GW...
Wednesday 17 December 2025
Viking Tech's alloy resistors win major OBC order, extended material lead times push volume shipments to 2Q26Automotive-grade thin-film resistor maker Viking Tech held an in-person investor conference, where VP Shun-he Li reported that demand for ultra-low-resistance alloy resistors continues...
Wednesday 17 December 2025
Nvidia H200 volatility disrupts China's SOE compute strategyChina's AI computing sector is facing acute short-term planning turmoil, spurred by the potential re-entry of Nvidia's H200 GPU. This market volatility directly impacts numerous state-owned...
Wednesday 17 December 2025
EU and US chart divergent paths to counter China's EV battery dominanceChina continues to dominate the electric vehicle (EV) and battery supply chain. In response, the EU and the US have unveiled comprehensive measures to counterbalance Beijing's lead...
Wednesday 17 December 2025
Singtex scales up Taiwan dyeing plant, bets on green textiles amid margin pressureTaiwan-based Singtex Industrial, a supplier of eco-friendly functional textiles, has begun mass production at its newly invested polyester dyeing and finishing facility in northern...
Tuesday 16 December 2025
Foxconn's US$174M Kentucky plant seen as unlikely to serve Apple production linesFoxconn plans to expand its US manufacturing footprint with an investment of about US$174 million in Louisville, Kentucky, converting an...
Tuesday 16 December 2025
CMI outlines stable orders and expansion plans amid rising costs and capacity challengesFlexible printed circuit (FPC) manufacturer Complex Micro Interconnection (CMI) reported stable order intake across industrial, commercial, consumer, and automotive sectors during...
Tuesday 16 December 2025
Dimerco leverages Asia logistics expertise to navigate complex 2026 freight marketTaipei, December 11, 2025: Dimerco Express Group ("Dimerco") has announced that it is strengthening its integrated, Asia-focused logistics solutions to help customers...
Monday 15 December 2025
Unitech aims for 20% revenue from SE Asia LEO orders in 2026Automotive 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 expansionLongwell 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 risesAs 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 roboticsAurotek 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 2026AI 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 reactionsOracle'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 upgradesThe 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...
1/46 pages
- The Intel-TSMC talent tug-of-war just escalated, now with a familiar name
- Intel's EMIB becomes potential alternative to TSMC's CoWoS
- Why Jensen Huang spent Thanksgiving weekend in Taiwan
- Musk eyes in-house chip fab, citing TSMC, Samsung fail to keep up with Tesla's AI ambitions
- Samsung set to become Nvidia's leading HBM4 supplier as Micron stumbles
- Tenstorrent advances RISC-V AI chips in China with former Arm China CEO
- AMD CEO visits Lenovo Beijing HQ amid China AI chip focus
- Nvidia seeks solutions as AI data centers push power supply limits
- Commentary: Intel's SambaNova move signals AI chip consolidation era
- AI data centers' sky-high electricity bills spark public backlash