News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Monday 9 February 2026

512Gb NAND wafer shortage triggers forced upgrades, narrows gap with 1Tb

The supply landscape for 3D NAND wafers is being structurally reshaped as major manufacturers shift capacity aggressively toward enterprise...

Sunday 8 February 2026

Musk: speed, not ambition, will shape next phase of AI expansion

Elon Musk said the pace of artificial intelligence expansion will be determined less by ambition than by how quickly AI developers and infrastructure builders can identify and remove...

Saturday 7 February 2026

Lead frame supplier CWTC reaches 40-month revenue high in January

Driven by a broad demand recovery and the gradual effect of price increases, Chang Wah Technology (CWTC) reported both month-on-month and...

Friday 6 February 2026

Intel, AMD warn of extended server CPU delays in China

Intel and AMD are facing acute server CPU shortages in China, with delivery times for some Intel products stretching to as long as six months, driven by surging AI data center demand...

Friday 6 February 2026

YMTC Phase III speeds Wuhan fab installations and domestic equipment deliveries

China's semiconductor investment is once again converging in Wuhan. YMTC's Phase III fab has entered an intensive equipment installation phase, with key process tools steadily moving...

Friday 6 February 2026

Commentary: Why TSMC is upgrading Japan's Kumamoto fab from 6nm to 3nm

TSMC has made a significant change in its process plan for the Kumamoto second fab, confirming an upgrade from the initially planned 6/7nm node to 3nm. This facility will become Japan's...

Friday 6 February 2026

AI smartphone upgrades trigger memory cost shock, pushing low-end models to the brink

The smartphone sector is entering a new hardware upgrade cycle driven by AI. Yet the impact is proving far more disruptive than positive. Rapidly rising memory prices are reshaping...

Friday 6 February 2026

ASE expects advanced packaging and testing revenue to double in 2026

OSAT leader ASE Technology Holding is optimistic that its growth momentum will extend through 2026 and beyond, benefiting from the short supply of advanced packaging and testing capacity...

Friday 6 February 2026

PSMC narrows losses as DRAM prices and AI demand boost revenue

Powerchip Semiconductor Manufacturing Corporation, one of Taiwan's smaller but strategically positioned chipmakers, reported a sharp narrowing of losses in the fourth quarter of 2025,...

Friday 6 February 2026

Amazon defends US$200 billion AWS capex as demand-led and fast-monetizing AI investment

Amazon said its planned US$200 billion capital spending, largely directed to AWS, reflects constrained supply and accelerating AI demand rather than speculative buildout. Management...

Thursday 5 February 2026

Google AI platform win elevates Innoscience's 8-inch GaN manufacturing clout

Driven by expanding AI servers, data centers, and new energy applications, third-generation semiconductor gallium nitride (GaN) is moving from niche technology toward mainstream power...

Thursday 5 February 2026

Adata sees January revenue nearly triple, as memory prices hold in 2026

The ongoing tight supply of memory chips globally has driven contract price surges for DRAM and NAND flash. As a result, memory module maker Adata Technology once again reported explosive...

Thursday 5 February 2026

Infineon pivots capacity to AI power as automotive recovery drags

Infineon's decision to accelerate investment to expand AI power capacity is set to lift fiscal 2026 capital spending and intensify fab loading management, even as the company maintains...

Thursday 5 February 2026

Japan's Ibiden channels US$3.3bn into IC substrate expansion for AI servers

Ibiden plans to invest JPY500 billion (about US$3.3 billion) over three years starting in fiscal 2026 to expand production of its core IC...

Wednesday 4 February 2026

Vanguard International Semiconductor sees strong 2026 AI server power demand

Vanguard International Semiconductor (VIS) forecasts that the semiconductor market in 2026 will be driven primarily by expanding AI investments and applications, which will broadly...

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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