News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Monday 7 September 2026

Wah Lee sees faster growth in 2027 as supply stays tight

Wah Lee Industrial expects growth to accelerate in 2027 as advanced packaging capacity comes online and foundries continue building overseas fabs, while tight supplies of semiconductor...

Monday 7 September 2026

China's JCET seeks US$968M for AI-driven packaging expansion

JCET Group is preparing a CNY6.5 billion (approx. US$968 million) private share placement to expand advanced packaging and testing capacity...

Monday 7 September 2026

No foundry price relief before 2027 as utilisation nears 90%

AI demand is driving a broader repricing cycle across the foundry industry in 2026. Tightness that began at leading-edge nodes is spreading...

Monday 7 September 2026

Experts say subsidies can't buy semiconductor competitiveness

At a forum jointly hosted by DSET and SEMI during SEMICON Taiwan this year, Glenn D. Tiffert of the Hoover Institution, Kioxia Holdings board member Emiko Higashi, and NRC...

Sunday 6 September 2026

Hiwin Mikrosystem targets SiPh inspection gear as capacity expands 20%, order visibility extends to 2Q27

Driven by the shift from copper to optical interconnects, silicon photonics (SiPh) and co-packaged optics (CPO) are moving rapidly toward mainstream adoption, fueling demand across...

Sunday 6 September 2026

Middle East tensions, Panama Canal limits can further tighten global shipping

Rising Middle East tensions, marked by the largest US-Iran military exchange since July, have once again cast a shadow of geopolitical escalation over the region. Meanwhile, recent...

Sunday 6 September 2026

Hanmi's 2.5D bonders pass Taiwan foundry qualification as packaging outsourcing expands

South Korea's Hanmi Semiconductor has reportedly begun supplying 2.5D packaging bonders to an unnamed Taiwanese foundry after the equipment passed mass-production qualification, giving...

Sunday 6 September 2026

Taiwan chip equipment maker Scientech sees orders into 2028, may turn away customers in 2027

AI and high-performance computing (HPC) demand is extending order visibility for Taiwanese semiconductor equipment supplier Scientech into 2028, while capacity constraints may force...

Saturday 5 September 2026

Micron looks to lock in Taiwanese construction capacity with long-term deals

The global rush to build semiconductor fabs is creating a historic opportunity for Taiwan's construction and facility engineering supply chain, and Micron Technology is looking to...

Saturday 5 September 2026

Commentary: China builds three-pronged memory strategy around CXMT, YMTC, XMC

China's memory industry is shifting from a single-champion model towards a three-pronged structure. ChangXin Memory Technologies (CXMT) is building its position in DRAM, Yangtze Memory...

Friday 4 September 2026

Micron reportedly targets 2× HBM capacity by end-2026; Samsung, SK Hynix keep the scale edge

Micron is reportedly preparing to roughly double its high-bandwidth memory capacity by the end of 2026, targeting about 100,000 wafers a month while sharply increasing 12-high HBM4...

Friday 4 September 2026

Taiwan to expand AI compute capacity as supercomputer at research institute hits full load

Taiwan is racing to expand its AI compute capacity as demand for AI chips, GPUs and AI servers surges, with compute infrastructure now central to national competitiveness. According...

Friday 4 September 2026

Processor, memory boom could push chip supply chain out of sync, says Yole

Gary Huang, vice president and head of Asia-Pacific research and business development at Yole Group, said the imbalance is already showing signs of what he described as supply-chain...

Friday 4 September 2026

ESA backs European rocket startups to diversify launch supply

The European Space Agency (ESA) announced on August 27 that it had signed the first contracts under its European Launcher Challenge, signing agreements with European space startups...

Thursday 3 September 2026

SanDisk pushes HBF ecosystem as AI inference reshapes token economics

The rapid rise of AI inference, multimodal inputs, and AI agents is giving NAND flash a new strategic role.

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Sep 2, 08:22

World Diamond Technology accelerates mass production of 300 mm diamond wafers

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