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    TSMC capacity crunch signals opportunity for Samsung's advanced nodes
    0min ago
    OpenAI sets 2026 as year for practical AI adoption, eyes hardware debut and new revenue streams
    4min ago
    NEWS TAGGED PRODUCTION CAPACITY
    Wednesday 21 January 2026
    Fortune Electric, Nan Ya target opportunities in import-oriented US transformer market
    The US urgently needs to upgrade its aging grid infrastructure amid surging demand from large-scale AI computing, yet its domestic production capacity for heavy electrical equipment...
    Friday 9 January 2026
    Wiwynn Technology reports record revenue and profits in 4Q25
    Wiwynn Technology Corp. announced a record-breaking fourth quarter in 2025, with consolidated revenue reaching NT$292.44 billion (approx. US$9.29 billion), a 152.9% increase year-over-year,...
    Wednesday 7 January 2026
    CES 2026 lays bare Meta's AI wearables bottleneck in midst of 'unprecedented' demand

    Meta utilized the CES 2026 stage to unveil significant enterprise-grade updates to its wearable ecosystem, though the presentation was tempered...

    Friday 2 January 2026
    Smartphones and notebook prices could increase as memory lead times extend
    Demand for high-bandwidth memory (HBM) is crowding out production capacity for consumer memory. Despite capacity expansions by major memory makers, including Micron, Samsung, and SK...
    Wednesday 31 December 2025
    Samsung reportedly plans 50% HBM output surge through 2026

    Samsung Electronics plans to boost its high-bandwidth memory (HBM) production capacity by approximately 50% through late 2026, according...

    Friday 26 December 2025
    Google reportedly fires procurement execs amid HBM supply crunch
    Google and Microsoft are stepping up efforts to secure high-bandwidth memory. Production capacity at South Korean chipmakers is approaching its limits. The supply crunch has coincided...
    Tuesday 23 December 2025
    Samsung reportedly secures over 60% of iPhone 17 DRAM supply, extends lead to iPhone 18
    Samsung Electronics has reportedly become the largest supplier of mobile DRAM for Apple's iPhone 17, a trend expected to continue with the upcoming iPhone 18. Industry analysts attribute...
    Sunday 14 December 2025
    WUS Printed Circuit targets over 40% AI-driven HPC revenue by 2026 amid capacity expansion
    Taiwan-based printed circuit board (PCB) manufacturer WUS Printed Circuit announced an ambitious plan on December 11 to drive its high-performance computing (HPC) segment to account...
    Wednesday 10 December 2025
    Tex Year Technologies ramps up production capacity with new plant in India
    Tex Year Technologies has commenced mass production at its second manufacturing facility in Mahad Industrial Area, Maharashtra, India, significantly boosting its local output amid...
    Friday 28 November 2025
    Commentary: China's humanoid robot boom faces order uncertainty
    The humanoid robot sector in China is experiencing rapid growth in production capacity, despite unclear large-scale demand, as companies prepare for anticipated commercialization....
    Wednesday 26 November 2025
    Micron to expand advanced DRAM development at Hiroshima site
    Micron Technology announced plans to expand its DRAM memory development at its Hiroshima facility, with significant backing from the Japanese government. This move aims to boost output...
    Monday 24 November 2025
    Micron denies redesign of HBM4, confirms 2026 launch with full bookings
    Micron has rejected reports claiming it is redesigning its HBM4 product due to failure to meet Nvidia's data transfer requirements. The company stated that HBM4 will be launched as...
    Monday 24 November 2025
    NGK Insulators to expand capacity for chiplet ceramic support wafers that offer 5x warpage resistance
    Japanese ceramics firm NGK Insulators has announced plans to triple its production capacity of support wafers by fiscal year 2027 (April 2027-March 2028). More specifically, these...
    Friday 21 November 2025
    Japan's Nittobo and Mitsui expand capacity amid AI server material shortages
    Japan's leading glass fiber manufacturer Nittobo has announced plans to triple its T-Glass production capacity starting in early 2027 in response to surging demand for AI servers....
    Thursday 30 October 2025
    Lite-On AI revenue exceeds expectations, expected to reach 40% in 2026
    With newly added production capacity in place, growth in AI product shipments, and continued average selling price (ASP) increases, Lite-On achieved strong profits in the third quarter...
    1/26 pages
    NTN special report
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    DEEPX Unveils Vision as a Physical AI Infrastructure Company at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook