News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Tuesday 29 September 2026

Samsung Electro-Mechanics to invest US$5 billion in ABF substrate expansion

Samsung Electro-Mechanics said it will invest KRW6.78 trillion (about US$5 billion) in South Korea and Vietnam to expand ABF substrate production for AI servers and high-performance...

Tuesday 29 September 2026

GlobalFoundries eyes GaN expansion to challenge TSMC in AI

GlobalFoundries (GF) is preparing a major global capacity expansion as TSMC is set to gradually exit gallium nitride (GaN) foundry services...

Tuesday 29 September 2026

HBM to take nearly 30% of DRAM capacity as Samsung speeds up P5

High-bandwidth memory (HBM) is expected to account for nearly 30% of DRAM makers' total wafer capacity in 2027, up from about 20% currently, as Samsung Electronics moves to accelerate...

Tuesday 29 September 2026

VSMC Singapore fab fully booked as VIS weighs Fab 2

Capacity at VisionPower Semiconductor Manufacturing Company's (VSMC) first 12-inch wafer fab in Singapore is fully booked as the joint venture between Vanguard International Semiconductor...

Tuesday 29 September 2026

Vanguard chairman says AI slowdown won't free up chip capacity

Vanguard International Semiconductor (VIS) and NXP Semiconductors' joint venture, VisionPower Semiconductor Manufacturing Company (VSMC),...

Tuesday 29 September 2026

AI server MLCC prices rise as Chinese suppliers gain ground in generic parts

Multilayer ceramic capacitor (MLCC) prices for AI servers have continued to climb, while prices for general-purpose components used...

Tuesday 29 September 2026

Samsung invests US$1 billion in ex-AWS chief's AI data center venture, joining Nvidia as a founding investor

Six Samsung companies will invest a combined US$1 billion in Helix Digital Infrastructure, a company set up by investment firm KKR to build data centers and the power supply they need...

Monday 28 September 2026

Weekly news roundup: China gains ground in memory and AI hardware as supply stays tight

China's AI sector is shifting from catch-up to commercialization, with value concentrating in hardware bottlenecks and large platforms rather than independent model labs. Across memory,...

Saturday 26 September 2026

Acer, Phison split on DRAM outlook as PC memory supply eases

Acer and Phison Electronics are offering sharply different readings of the DRAM market as supply conditions improve for mainstream PC memory while AI and server demand keep the broader...

Friday 25 September 2026

Akamai plans US$5.5 billion cloud buildout after US$11.6 billion Anthropic deal

Akamai Technologies plans to spend about US$5.5 billion building cloud infrastructure to support a US$11.6 billion, seven-year commitment from Anthropic, as the US cloud provider expands...

Thursday 24 September 2026

CXMT gains ground in DRAM as Samsung, SK Hynix shift more capacity to HBM

China's ChangXin Memory Technologies (CXMT) is gaining ground in the global DRAM market as Samsung Electronics and SK Hynix allocate more production capacity to high-bandwidth memory...

Thursday 24 September 2026

AI drives Episil GeSi, PMIC growth

Semiconductor epitaxy maker Episil Precision said on September 22 that rising demand from AI data centers has created two main growth...

Thursday 24 September 2026

Yusin Malaysia plant to fully ramp up by 4Q26

Brake system parts maker Yusin said at an investor conference on September 23 that key equipment at its new Malaysia plant is expected...

Thursday 24 September 2026

Alibaba Cloud accelerates AI infrastructure buildout with 20GW target, eight-market expansion

AI adoption is accelerating, prompting global cloud providers to step up data center investment. Alibaba Cloud, the cloud computing...

Thursday 24 September 2026

Meta stretches its glasses lineup from US$249 to US$1,299.99 as rivals close in

Meta Platforms used its Connect 2026 conference on September 23 to push its eyewear lineup toward both ends of the market, adding a camera-free audio model aimed at privacy-conscious...

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