CONNECT WITH US
NEWS TAGGED CAPACITY
Thursday 30 July 2026
Meta earnings series 2/2: Zuckerberg defends higher AI expenditure, outlines the path to returns

Meta Platforms' second-quarter results showed a widening gap between its fast-growing advertising business and the cost of building...

Thursday 30 July 2026
Arm readies AGI CPU shipments, eyes 3Q stream in fiscal 2028

Arm Holdings is preparing its first self-designed data center CPU, the Arm AGI CPU, for shipments by the end of calendar 2026, and...

Thursday 30 July 2026
UMC posts NT$42.26B profit on non-operating investment gains in 2Q26
United Microelectronics (UMC) reported consolidated second-quarter 2026 revenue of NT$68.73 billion (approx. US$2.12 billion) during its earnings call on July 29. The figure is up...
Thursday 30 July 2026
As Samsung, BOE expand 8.6G OLED capacity, can LGD keep its edge in the IT OLED market?
LG Display (LGD) has swung back to profitability in the first half of 2026, as the shift from LCD to OLED displays in smartphones, tablets, and notebooks drives the company into a...
Thursday 30 July 2026
Japan and South Korea MLCC makers signal further price hikes amid AI demand

Japan and South Korea's MLCC suppliers are again raising prices, signaling tighter supply conditions that could affect electronics...

Thursday 30 July 2026
Greatek sees sustained AI demand, plans Philippines packaging plant acquisition
Greatek's latest investment and capacity plans signal how AI-driven semiconductor demand is rippling beyond Taiwan, with implications for global device makers, automakers, and industrial...
Wednesday 29 July 2026
Inventec plans NT$18.128 billion capacity expansion in Taiwan, Thailand, Texas
Inventec said it would expand manufacturing capacity in Taiwan, Thailand, and the US with total spending of NT$18.128 billion. The ODM maker outlined new plants, facility upgrades,...
Wednesday 29 July 2026
Quanta buys AUO Taoyuan factory for NT$19.7B to expand AI server capacity
Quanta has agreed to buy AUO's Taoyuan factory in Guishan Hwa Ya Park for NT$19.7 billion, moving to add server production capacity as its Taiwan lines run at full utilization. The...
Wednesday 29 July 2026
SK Hynix keeps US and Japan expansion options open despite KRW40T capex plan
SK Hynix is advancing a high-KRW40s trillion capital expenditure plan for 2026 to expand AI memory capacity, but has stopped short of committing to new production investments in the...
Wednesday 29 July 2026
Moonshot AI reportedly eyes more Nvidia Blackwell chips for Kimi K4 despite US export curbs

Chinese AI startup Moonshot AI is planning its next frontier model, Kimi K4, and is seeking additional access to Nvidia's advanced...

Wednesday 29 July 2026
From Silicon Valley to Sicily: Samsung, SK chiefs take Korea's AI supply-chain pitch to Google Camp

A high-level technology gathering in Sicily, reportedly to be attended by the leaders of two of South Korea's largest semiconductor...

Wednesday 29 July 2026
Core Scientific and AMD joing forces to boost AI infrastructure

Core Scientific and AMD have announced a significant partnership to boost AI infrastructure and address the growing demand for artificial...

Wednesday 29 July 2026
AI, memory clients lock in long-term orders for Leading Technology
Leading Technology, the IC substrate arm of PCB giant Zhen Ding Technology Group, is pressing ahead with plans for a Hong Kong listing as AI and memory customers sign long-term supply...
Wednesday 29 July 2026
Taiwan offshore wind blueprint lifts outlook for developers
The offshore wind industry has faced pressure from the Russia-Ukraine war and COVID-19, both of which pushed up construction costs and slowed development in Taiwan. Some developers...
Wednesday 29 July 2026
Non-core parts makers delay Southeast Asia capex as China-US tensions ease
Geopolitical tensions and the US-China trade war are pushing global supply chains to shift their priorities from efficiency toward resilience and security. But for non-core components...