News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Thursday 23 July 2026

Tesla confirms equipment orders for TeraFab, targets in-house chip production to break supply bottleneck

Tesla has placed equipment orders for an in-house semiconductor development facility in Austin it calls TeraFab, CEO Elon Musk confirmed during the company's Q2 2026 earnings call...

Thursday 23 July 2026

Wistron launches first US-made Nvidia GB300 compute baseboard

Wistron opened its D1 AI smart factory in Fort Worth, Texas, on July 21 local time, and began mass production of the first Nvidia GB300...

Thursday 23 July 2026

Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers

The AI build-out has found its next pinch point. After spreading from Nvidia's accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful...

Thursday 23 July 2026

Google bets bigger on AI infrastructure as demand signals grow stronger across the board

Alphabet's Q2 earnings call reveals a company doubling down on compute capacity, custom silicon, and frontier model development — while investors probe the limits of the...

Thursday 23 July 2026

SpaceXAI reportedly eyes Texas expansion in broader AI infrastructure push

SpaceXAI is laying the groundwork for at least one large-scale AI data center in Texas, a move that could significantly expand its...

Thursday 23 July 2026

Apple reportedly ramps up iPhone 18 production as Foxconn hiring surges and AI takes center stage

Apple has entered mass production of its upcoming iPhone 18 lineup, with manufacturing partners ramping output earlier than usual as...

Thursday 23 July 2026

GlobalWafers Italy 8-inch plant fire disrupts output, 12-inch line stays online

GlobalWafers said its Novara plant in Italy caught fire on July 21, forcing a shutdown of the site's 8-inch production line. The silicon wafer maker said all personnel evacuated safely...

Thursday 23 July 2026

Commentary: Intel must show real AI orders to prove its turnaround

Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...

Thursday 23 July 2026

Laser source outsourcing pushes back CPO rollout

While the commercialization timeline for co-packaged optics (CPO) has not accelerated as expected from the AI data center-driven demand for high-speed transmission, industry players...

Thursday 23 July 2026

Neros wins up to US$500 million US Army drone contract

US drone startup Neros Technologies won a contract worth up to US$500 million from the US Army to supply low-cost first-person view attack drones. The deal makes Neros a new vendor...

Wednesday 22 July 2026

CPO commercialization opens new SiPh packaging race for Taiwan OSATs

Exploding demand for AI server computing power is pushing data-center architectures to upgrade at a faster pace, and the traditional...

Wednesday 22 July 2026

Wistron opens first US mass-production plant; Jensen Huang says more factories needed as Nvidia capacity doubles

Wistron officially opened its Dallas, Texas plant on July 21, becoming the company's first mass-production facility in the US and the first US mass-production plant among Nvidia's...

Wednesday 22 July 2026

Samsung disputes report of V10 NAND shipments to Nvidia

Samsung Electronics has disputed a report that it had begun supplying its 10th-generation V-NAND to Nvidia and was preparing to expand production ahead of the US chipmaker's CMX storage...

Wednesday 22 July 2026

Memory shortage to worsen in 2027 as AI inference strains supply, Silicon Motion CEO says

The global memory shortage will worsen in 2027 and may not begin to ease until the second half of 2028, with prices likely to remain elevated for the next two to three years, according...

Wednesday 22 July 2026

Ablecom expands Taoyuan capacity to meet rising AI server rack demand

Ablecom Technology said it is expanding production capacity in Taoyuan, Taiwan, as demand grows for AI high-density compute and hyperscale data center buildouts. The chassis and advanced...

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Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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