News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Monday 22 December 2025

King Yuan Electronics ramps up expansion in Singapore amid AI chip testing surge

King Yuan Electronics (KYEC) is accelerating its expansion efforts in Taiwan and Singapore to address rising demand for AI chip testing services. The Taiwanese testing and assembly...

Monday 22 December 2025

TSMC's CoPoS equipment set for mid-2026; overseas suppliers shake up Taiwan firms

Benefiting from surges in AI GPU, and ASIC demand, both TSMC and non-TSMC camps have raised their 2026 CoWoS capacity plans. Notably, due to CoWoS supply shortages and Nvidia's requirements,...

Monday 22 December 2025

Memory price spike pressures consumer tech as AI absorbs supply

Rising memory chip prices are unlikely to slow the world's largest technology companies as they accelerate investment in artificial intelligence computing, but the surge risks squeezing...

Monday 22 December 2025

Wistron invests US$683M to expand AI server capacity, backs US cloud startup

Wistron's board approved a new investment plan on December 19 to expand AI server and networking production. The company will build a new factory in Vietnam for network products and...

Monday 22 December 2025

Memory supercycle exposes T-Glass constraint, tightening BT substrate supply

As the global memory industry enters a supercycle driven by structural supply shortages, BT substrates for memory chips are also tightening. Taiwan-based IC substrate makers Kinsus...

Monday 22 December 2025

Apaq Technology sees strong growth in solid capacitors driven by AI demand

Apaq Technology reported a sharp rise in demand for solid capacitors, fueled primarily by AI servers and AI PCs, during an investor briefing on December 17. General Manager ST Lin...

Monday 22 December 2025

Shihlin Electric expands production capacity to meet strong AI and grid demand

Shihlin Electric is experiencing robust growth driven by expanding AI computing power needs and accelerated investment in power infrastructure. At HCT Logistics' smart electric vehicle...

Saturday 20 December 2025

Exporting to survive: inside China's overcapacity crisis

The global auto industry is entering an unusual phase of expansion—one driven less by strategic ambition than by the need to survive...

Thursday 18 December 2025

China's polarizer consolidation cools capacity growth, easing price pressure in 2026

China hosts the world's largest display panel capacity, pulling upstream suppliers into an increasingly concentrated ecosystem. In polarizers, a string of acquisitions has pushed...

Thursday 18 December 2025

Advanced packaging drives ABF substrate expansion as Taiwanese companies exit post-pandemic capacity cuts

As more AI GPU, CPU, and ASIC customers ramp up their market push, advanced packaging capacity continues to face tight supply. This has prompted upstream IC packaging substrate makers...

Thursday 18 December 2025

MilDef Crete to double rugged PC output amid defense order surge

MilDef Crete, a Taiwan-based maker of rugged computers, is accelerating a major capacity expansion as rising global defense spending fuels a surge in military orders, positioning...

Wednesday 17 December 2025

Samsung Foundry reportedly wins Intel 8nm order after Nvidia

Samsung Electronics' foundry division is reported to have secured an 8nm manufacturing order from Intel, adding another blue-chip customer to its mature advanced-node portfolio after...

Wednesday 17 December 2025

Fire near Yageo plant in Taiwan causes no damage, company says

Yageo, the Taiwanese manufacturer of electronic components, stated on Monday that a fire at a neighboring facility near its Dafa No....

Wednesday 17 December 2025

15 nuclear reactors expected to be added in 2026 to fuel AI data centers

A recent report from Bloomberg New Energy Finance (BNEF) states that the global nuclear industry is expected to commission fifteen nuclear reactors in 2026, adding approximately 12GW...

Wednesday 17 December 2025

Viking Tech's alloy resistors win major OBC order, extended material lead times push volume shipments to 2Q26

Automotive-grade thin-film resistor maker Viking Tech held an in-person investor conference, where VP Shun-he Li reported that demand for ultra-low-resistance alloy resistors continues...

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