News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Friday 2 January 2026

Memory shortages to persist through 2026 as AI server demand surges

Global memory markets are expected to remain tight through 2026 as aggressive spending by cloud service providers (CSPs) on AI infrastructure...

Friday 2 January 2026

IC substrates and networking PCBs grow; materials and equipment face shortages

The PCB industry is making large upgrades. The largest beneficiaries of the AI boom are IC substrate makers that are part of the advanced chip packaging supply chain, such as Unimicron...

Friday 2 January 2026

China's CXMT moves toward IPO with global DRAM share nearing 4%

China's leading DRAM producer, ChangXin Memory Technologies (CXMT), has entered the initial public offering phase as it targets a rapid increase in global market share, aiming to...

Friday 2 January 2026

Samsung reportedly seals land deal, paving way for Yongin semiconductor complex

Samsung Electronics has taken a key step toward building a massive semiconductor manufacturing complex in Yongin after finalizing a land purchase for a national industrial park, moving...

Friday 2 January 2026

Smartphones and notebook prices could increase as memory lead times extend

Demand for high-bandwidth memory (HBM) is crowding out production capacity for consumer memory. Despite capacity expansions by major memory makers, including Micron, Samsung, and...

Friday 2 January 2026

SanDisk, Micron vie for PSMC's Tongluo fab capacity

Market rumors and formal statements indicate two major memory companies, SanDisk and Micron, have approached PSMC about capacity cooperation at PSMC's new 12-inch fab in Tongluo,...

Friday 2 January 2026

China demand pushes Nvidia to seek more H200 capacity from TSMC

Nvidia is in talks with TSMC to expand production of its H200 artificial intelligence chips as Chinese technology companies move to secure large orders for 2026, according to Reuters...

Friday 2 January 2026

AGI Repositions Storage for AI Era at CES 2026

As AI applications rapidly expand across PCs, mobile devices, and content creation workflows, there is a parallel surge in demand for high-resolution video, real-time...

Friday 2 January 2026

Server ODMs remain bullish through the end of 2026 despite bubble concerns

Although AI bubble concerns persist, server ODMs remain optimistic about 2026. Nvidia's GB300 began shipping in the fourth quarter of 2025, and the new Vera Rubin architecture expected...

Thursday 1 January 2026

China capacity expansion and weakening end-market demand prompt cost reductions for 28nm process

The 28-nanometer process has become the most popular node among mature processes. It boasts the highest utilization rates and the strongest price support. However, market conditions...

Wednesday 31 December 2025

Samsung reportedly plans 50% HBM output surge through 2026

Samsung Electronics plans to boost its high-bandwidth memory (HBM) production capacity by approximately 50% through late 2026, according...

Wednesday 31 December 2025

E-paper is turning colorful, and the supply chain is scaling fast

With the shift from black-and-white to color boosting pull-in demand, ESG, and AI, e-paper terminals are thriving. Both E Ink Holdings, the leading global e-paper materials supplier,...

Wednesday 31 December 2025

TSMC reportedly speeds up Arizona 3nm fab plans as Samsung woos US clients in Texas

According to South Korean media reports and industry sources, TSMC is moving to pull forward the production schedule at its second Arizona...

Wednesday 31 December 2025

BOE 8.6G AMOLED production line in Chengdu to begin production early

BOE announced on December 30 that its first 8.6G AMOLED production line in Chengdu, China, has begun early production, five months ahead of the original schedule, shifting from construction...

Wednesday 31 December 2025

YMTC goes full speed toward HBF next

Amid rising US-China tech tensions and tight semiconductor supply chains, YMTC disclosed advances in 3D NAND flash memory and plans to develop high bandwidth flash (HBF) technology...

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