News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Friday 24 July 2026

Google raises capex outlook as compute demand stays tight, boosting Foxconn

Alphabet, Google's parent company, has raised its capital expenditure forecast to US$195-205 billion and signaled a significant increase again in 2027, while openly saying that AI...

Friday 24 July 2026

China's Xi'an Eswin tops 1 million monthly 12-inch wafer sales and output, targets 1.8 million capacity

China's 12-inch silicon wafer maker Xi'an Eswin Material Technology said monthly output and sales of its 12-inch electronic-grade silicon...

Friday 24 July 2026

Amkor, Nvidia widen AI packaging partnership as US capacity expands

Amkor Technology has deepened its partnership with Nvidia to develop advanced semiconductor packaging and test technologies for next-generation AI and accelerated computing platforms...

Friday 24 July 2026

DeepSeek's Liang Wenfeng says China trails US AI by up to 18 months, with compute the decisive gap

DeepSeek founder Liang Wenfeng says China's AI industry trails the US by six to 18 months mainly because of limited computing power, not talent.

Friday 24 July 2026

AI data centers emerge as dynamic loads, posing new challenges for power grids

As generative AI adoption accelerates, AI data centers are becoming one of the fastest-growing sources of electricity demand worldwide. Unlike conventional data centers, however, AI...

Friday 24 July 2026

Techzone sees stronger 2026 demand as semiconductor waste processing tightens

Techzone said growing AI demand and continued ramp-up of advanced semiconductor production have increased both the volume and complexity of specialty solvents, pushing hazardous waste...

Thursday 23 July 2026

Tesla confirms equipment orders for TeraFab, targets in-house chip production to break supply bottleneck

Tesla has placed equipment orders for an in-house semiconductor development facility in Austin it calls TeraFab, CEO Elon Musk confirmed during the company's Q2 2026 earnings call...

Thursday 23 July 2026

Wistron launches first US-made Nvidia GB300 compute baseboard

Wistron opened its D1 AI smart factory in Fort Worth, Texas, on July 21 local time, and began mass production of the first Nvidia GB300...

Thursday 23 July 2026

Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers

The AI build-out has found its next pinch point. After spreading from Nvidia's accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful...

Thursday 23 July 2026

Google bets bigger on AI infrastructure as demand signals grow stronger across the board

Alphabet's Q2 earnings call reveals a company doubling down on compute capacity, custom silicon, and frontier model development — while investors probe the limits of the...

Thursday 23 July 2026

SpaceXAI reportedly eyes Texas expansion in broader AI infrastructure push

SpaceXAI is laying the groundwork for at least one large-scale AI data center in Texas, a move that could significantly expand its...

Thursday 23 July 2026

Apple reportedly ramps up iPhone 18 production as Foxconn hiring surges and AI takes center stage

Apple has entered mass production of its upcoming iPhone 18 lineup, with manufacturing partners ramping output earlier than usual as...

Thursday 23 July 2026

GlobalWafers Italy 8-inch plant fire disrupts output, 12-inch line stays online

GlobalWafers said its Novara plant in Italy caught fire on July 21, forcing a shutdown of the site's 8-inch production line. The silicon wafer maker said all personnel evacuated safely...

Thursday 23 July 2026

Commentary: Intel must show real AI orders to prove its turnaround

Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...

Thursday 23 July 2026

Laser source outsourcing pushes back CPO rollout

While the commercialization timeline for co-packaged optics (CPO) has not accelerated as expected from the AI data center-driven demand for high-speed transmission, industry players...

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BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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