News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Wednesday 25 February 2026

ASE accelerates panel-level packaging push with fully automated 310mm line by 2026

AI and high-performance computing chip demand continue to expand, keeping TSMC's CoWoS capacity tight into 2026. The supply constraint is pushing Taiwan's major OSAT providers, including...

Wednesday 25 February 2026

TI capex to fall as six-year investment cycle winds down, Sherman fab ramp ahead schedule

Texas Instruments is approaching the end of a six-year capex expansion after spending US$4.6 billion in 2025, and plans to cut 2026 investment to US$2 billion–US$3 billion as...

Wednesday 25 February 2026

China AI server buildout strains optical module, MLCC capacity

China's AI data center supply chain gained renewed focus after the Lunar New Year holiday, as optical module and MLCC suppliers pointed to sustained demand from hyperscale infrastructure...

Tuesday 24 February 2026

ASML lifts EUV power to 1,000W, targets 50% chip output gain by 2030

ASML has unveiled an extreme ultraviolet (EUV) upgrade that could raise chip output per scanner by up to 50% by 2030, without expanding...

Tuesday 24 February 2026

Memory chip shortage will last until mid-2026, says Acer CEO

Acer chairman and CEO Jason Chen stated that the PC industry faces multiple headwinds in 2026, with both memory chips and processors experiencing shortages and price hikes. He expects...

Monday 23 February 2026

Stargate delays push OpenAI to seek cloud compute alternatives

OpenAI is scrambling to secure computing power after its Stargate data center venture stalled, turning to cloud partners and alternative hardware to fill the gap, according to The...

Saturday 21 February 2026

Glass fiber shortage intensifies capacity battle, pushing prices higher and reshaping PCB supply chains

The ongoing global shortage of glass fiber, a critical upstream material for PCBs, has escalated competition among major end customers and is driving a structural reallocation of capacity...

Thursday 19 February 2026

DIGITIMES Insight: TSMC's swelling facilities budget signals a global capacity race

When chipmakers spend big, it is usually the machines that cost the most. Process equipment — the lithography tools, deposition systems, and etch chambers that define the bleeding...

Thursday 19 February 2026

Supermicro explores local manufacturing in India amid AI push

US-based server maker Supermicro is evaluating local manufacturing options in India as it seeks to expand its footprint in one of the world's fastest-growing artificial intelligence...

Thursday 19 February 2026

DIGITIMES Insight: US tariff-credit design could pressure Korean memory makers to localize production

A proposed US tariff and duty-exemption framework could force Korean memory suppliers to accelerate US fab investments or risk losing AI server market share, according to DIGITIMES...

Wednesday 18 February 2026

AI server MLCC orders double capacity; Murata considers price increase

Japan's Murata Manufacturing Co., the world's largest supplier of multilayer ceramic capacitors (MLCCs), is weighing price increases for...

Wednesday 18 February 2026

Cmsemicon's MCU price hikes open door for Nuvoton's China comeback

Taiwan-based IC design firm Nuvoton said this week that price increases announced by Chinese microcontroller maker Cmsemicon have begun to narrow longstanding pricing gaps, prompting...

Wednesday 18 February 2026

DIGITIMES Insight: TSMC's Kumamoto 3nm upgrade targets automotive, AI demand rather than Rapidus

TSMC's decision to upgrade its second Kumamoto fab to 3nm reflects long-term customer demand and supply chain strategy rather than competitive pressure from Rapidus, according to Luke...

Wednesday 18 February 2026

Micron expands capacity to counter worst memory supply shortage in 40 years

Micron Technology is accelerating capacity expansion in response to what executives describe as the most severe memory supply shortage...

Wednesday 18 February 2026

Samsung advances LPDDR5X-PIM, signaling memory's new role in AI computing

Artificial intelligence is shifting the center of gravity in semiconductors. For decades, processors defined performance. Now memory bandwidth,...

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