News tagged capacity expansion at DIGITIMES

NEWS TAGGED CAPACITY EXPANSION

Friday 17 April 2026

Analysis: ASML lifts 2026 guidance on strong EUV demand

ASML delivered first-quarter 2026 results that exceeded expectations, prompting management to raise its full-year guidance despite a cautious outlook for the second quarter. The company...

Thursday 16 April 2026

TSMC enters 2nm mass production, scales 3nm capacity

TSMC laid out its capacity expansion plans and advanced node progress at its first quarter 2026 earnings call. Chairman C.C. Wei reaffirmed Taiwan as the primary base for leading-edge...

Wednesday 15 April 2026

Samsung Electro-Mechanics to pour KRW1.8 trillion into Vietnam as ABF demand outstrips supply

Samsung Electro-Mechanics (SEM) is reportedly planning to invest KRW1.8 trillion (US$1.22 billion) in Vietnam to expand ABF substrate production capacity. As AI drives a surge in demand...

Friday 10 April 2026

China OSATs step up investment drive as AI demand lifts advanced packaging race

China's outsourced semiconductor assembly and test (OSAT) sector is accelerating capacity expansion and technology upgrades, with leading...

Friday 10 April 2026

Swancor eyes dual-engine growth on AI robotics and aerospace composites

Swancor Holding reported first-quarter 2026 revenue of NT$190 million (US$5.99 million), marking a pivotal shift in its business mix as its AI robotics segment crossed NT$10 million...

Thursday 9 April 2026

Samsung P4 fab nears completion, expanding 1c DRAM capacity

Samsung has entered the final phase of equipment investment at its P4 fab in Pyeongtaek, issuing purchase orders (POs) for front-end tools for Phase 2 (Ph2) and Phase 4 (Ph4). According...

Thursday 9 April 2026

CXMT IPO delay eases DRAM supply risks, supports pricing cycle

China's DRAM maker ChangXin Memory Technologies (CXMT) may be delaying its IPO, easing near-term supply concerns, and reinforcing the current memory upcycle. Sources cited by iNews24...

Thursday 2 April 2026

Dixon launches India's first homegrown display module fab with broad capacity expansion

Dixon Technologies is accelerating its push into display module manufacturing, backed by an INR11 billion (US$118.74 million) investment in a new facility in the Noida–Greater...

Monday 30 March 2026

Sumco shifts wafer strategy to equipment upgrades over new plant

Sumco has revised its semiconductor wafer supply plan to prioritize upgrading existing fabrication equipment over building new capacity, following approval from Japan's Ministry of...

Monday 30 March 2026

E Ink Holdings breaks ground on Guanyin plant to boost large-size e-paper production

E Ink Holdings has broken ground on a new production base in Taoyuan's Guanyin Industrial Park. This move could expand the global supply of large-sized electronic paper and support...

Thursday 19 March 2026

SK Hynix presses ahead on HBM4 despite tightening AI memory supply

SK Hynix is accelerating its next-generation memory strategy, with stable progress on HBM4 production, aggressive capacity expansion in South Korea, and a growing focus on AI-driven...

Thursday 12 March 2026

Taiwan Microloops reports record 2025 results, expects AI-driven growth in 2026

Taiwan Microloops posted record-high revenue and profits for 2025, driven by a surge in shipments of higher-margin AI-related products, the company reported. Full-year revenue reached...

Sunday 8 March 2026

Phison rides AI wave to record profits; foresees explosive growth through 2026

Phison Electronics Corp. (TPEX: 8299), a global leader in NAND flash controllers and storage solutions, has reported a blockbuster fourth quarter...

Monday 23 February 2026

Samsung brings forward P5 cleanroom timeline under 'Shell First' strategy

Samsung Electronics has accelerated cleanroom construction at its Pyeongtaek Fab 5 (P5), pushing forward capacity expansion for high-bandwidth memory and advanced-node semiconductor...

Wednesday 18 February 2026

Micron expands capacity to counter worst memory supply shortage in 40 years

Micron Technology is accelerating capacity expansion in response to what executives describe as the most severe memory supply shortage...

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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