News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Saturday 11 April 2026

AdaniConneX CEO outlines gigawatt-scale India data center push amid AI infrastructure surge

At GITEX AI Asia, AdaniConneX CEO Jeyakumar Janakaraj said the company is building toward gigawatt-scale data center capacity in India,...

Saturday 11 April 2026

OpenAI pauses Stargate UK, energy costs and regulation stall AI data centre plans

OpenAI has put its Stargate UK project on hold, citing high energy costs and regulatory uncertainty, in a setback for the UK's ambitions to position itself as a global artificial intelligence...

Saturday 11 April 2026

Catcher adopts cautious outlook, citing supply chain bottlenecks and cost pressures

Despite revenue growth in March 2026, Catcher Technology is maintaining a prudent outlook for 2026, citing supply chain bottlenecks, cost pressures, and uncertain end-market demand...

Friday 10 April 2026

Compal sees PC demand steady, server shipments set to double quarterly

Compal Electronics' stronger-than-expected March and first-quarter 2026 results signal supply-chain and product-mix shifts with global implications for PC supply, server capacity for...

Friday 10 April 2026

GlobalWafers' 12-inch line to run full in 2Q26 as wafer utilization rises

GlobalWafers reported March and first-quarter 2026 revenue that underscores transient operational disruptions with global implications: March consolidated revenue reached NT$5.45 billion...

Friday 10 April 2026

SK Hynix M15X reportedly ramps early production

SK Hynix's M15X is widely viewed as the company's next-generation DRAM manufacturing hub in Cheongju, South Korea. Designed primarily to support high-bandwidth memory (HBM) output...

Friday 10 April 2026

MPI posts record 1Q26 revenue, invests NT$2B in Hsinchu plant expansion

Semiconductor test interface leader MPI reported a new quarterly revenue high in the first quarter of 2026, driven by strong demand for AI-related chip testing and signaling sustained...

Friday 10 April 2026

Oracle ramps AI infrastructure spending, supply chain expands to meet surging customer orders

Oracle's surge in AI infrastructure spending is prompting global supply chains to expand capacity, with partners ramping factories in Taiwan, Vietnam and the US to serve hyperscale...

Friday 10 April 2026

CoWoS capacity emerges as AI bottleneck as TSMC’s advanced packaging grows at 80% CAGR

Global advanced packaging capacity is currently in severe shortage. Nvidia has already reserved most of TSMC's leading-edge capacity, particularly its CoWoS packaging technology. According...

Friday 10 April 2026

Meta deepens CoreWeave partnership as AI infrastructure spending accelerates amidst rising capital demands

CoreWeave and Meta Platforms have expanded their long-term partnership in a deal that underscores the scale and urgency of infrastructure investment required to support next-generation...

Thursday 9 April 2026

Chenbro Micom sees AI-driven hardware surge bolstering global data center deployments

Chenbro Micom's strong March and first-quarter 2026 results underscore accelerating global demand for data center hardware driven by end-user AI, suggesting broader supply-chain and...

Thursday 9 April 2026

Samsung P4 fab nears completion, expanding 1c DRAM capacity

Samsung has entered the final phase of equipment investment at its P4 fab in Pyeongtaek, issuing purchase orders (POs) for front-end tools for Phase 2 (Ph2) and Phase 4 (Ph4). According...

Thursday 9 April 2026

GITEX AI Asia opens in Singapore as focus shifts to infrastructure, deployment

Artificial intelligence is entering a more infrastructure-driven phase, as companies at GITEX Asia 2026 highlighted growing constraints...

Thursday 9 April 2026

Samsung profit jumps on memory rally, chips drive over 90% of earnings

Samsung Electronics posted record first-quarter 2026 results, with more than 90% of earnings tied to its memory business, underscoring the scale of the AI-driven memory upcycle.

Thursday 9 April 2026

China's EVE Energy ramps up capacity amid energy storage boom

EVE Energy, one of China's largest battery manufacturers, said on April 7 that it expected strong profit growth in the first quarter of 2026 as demand for energy storage batteries...

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Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook