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    NEWS TAGGED CAPACITY
    Friday 4 July 2025
    TSMC, suppliers ride AI wave as Nvidia GB series powers record demand

    Taiwan's semiconductor and electronics industries are entering a new period of explosive growth, driven by the full-scale rollout of...

    Friday 4 July 2025
    Global CoWoS players and capacity, 2025-2026

    Introduction

    Thursday 3 July 2025
    ProLogium's Taoyuan Hi-Tech Industrial Park plant drives lithium ceramic battery shipments past 2.4M units
    Next-generation lithium ceramic battery manufacturer ProLogium announced that its cumulative shipments have officially surpassed 2.4 million units as of the first half of 2025, marking...
    Thursday 3 July 2025
    China rare earth curbs put US in chokehold

    Rare earth elements—critical to electric vehicles, defense systems, and advanced electronics—are once again at the center...

    Thursday 3 July 2025
    Oracle, OpenAI expand Stargate deal for more US data centers
    OpenAI has agreed to rent a massive amount of computing power from Oracle Corp. data centers as part of its Stargate initiative, underscoring the intense requirements for cutting-edge...
    Wednesday 2 July 2025
    Covestro strengthens cast polyurethane elastomers business in Taiwan
    Polymer materials supplier Covestro is strengthening its cast polyurethane elastomer business in Taiwan, eyeing rising demand from automated equipment, smart logistics, offshore wind...
    Tuesday 1 July 2025
    Honda pushes back hydrogen factory plans due to cost crunch
    Honda has postponed the launch of its next-generation hydrogen fuel cell factory, pushing back the production timeline with no new start date confirmed. Citing reports from
    Monday 30 June 2025
    Kinpo Group adopts cautious stance amid tariff uncertainties, plans capacity expansions
    In an earnings call on June 27, 2025, Kinpo general manager Wei-Chang Chen acknowledged that tariff uncertainties have led some clients to adopt a more conservative purchasing approach...
    Monday 30 June 2025
    Sanyang Motor sees growth amid market downturn, external challenges
    Sanyang Motor held its shareholder meeting on June 26 to issue its financial report for 2024. The company's two-wheel and four-wheel business segments both saw growth throughout the...
    Monday 30 June 2025
    China set to lead global foundry capacity by 2030 amid accelerating domestic expansion
    China is poised to overtake Taiwan as the world's top semiconductor foundry hub by 2030, according to Yole Group. With 21% of global capacity in 2024 and rapid domestic expansion...
    Monday 30 June 2025
    CATL breaks ground on US$6B Indonesia battery venture
    The world's top maker of electric-vehicle batteries broke ground on a US$6 billion battery material ecosystem in Indonesia as the government pushes ahead with commodity downstreaming...
    Monday 30 June 2025
    Optical makers eye busy third quarter with cautious optimism
    The optical industry is entering its traditionally busy third quarter with generally positive shipment forecasts as major manufacturers unveil their operational outlooks following...
    Tuesday 24 June 2025
    HBM capacity crunch triggers price surge in DDR5 and VRAM markets
    Rising demand for AI servers is forcing memory makers to shift their production priorities, sending shockwaves through the semiconductor supply chain. As manufacturers focus more...
    Tuesday 24 June 2025
    China's solar sector faces deepening layoffs as capacity utilization falls below 50%
    China's solar manufacturing industry, commanding over 90% of the global market, is undergoing another round of disruption, driven by intensifying geopolitical pressure and abrupt...
    Monday 23 June 2025
    TSMC advanced packaging gains traction with Apple, Nvidia orders
    Advanced packaging continues to gain momentum, with the industry closely watching as TSMC not only secures large orders from Nvidia but also sees Apple joining the fray, clearly signaling...
    1/33 pages
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