News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Friday 17 July 2026

US EV market steadies after federal tax credits expire as prices and charging remain hurdles

The US electric vehicle market showed signs of stabilizing in the second quarter of 2026 after federal clean-vehicle tax credits expired in September 2025, although sales remained...

Friday 17 July 2026

Memory suppliers push prices higher as Apple and automakers face tighter supply

Memory suppliers have regained pricing power as AI-driven stockpiling and advance capacity bookings tightened supply for consumer electronics and automotive customers. The shift has...

Thursday 16 July 2026

Taiwan OSATs expand non-China capacity with US and SEA push

As the global AI boom drives up demand for semiconductor packaging and testing, Taiwan's OSAT players are accelerating overseas capacity expansion beyond their home market and China...

Thursday 16 July 2026

TSMC boosts US investment by US$100B as C.C. Wei outlines long-term capacity planning with customers

To address structural long-term growth in semiconductor demand, TSMC chairman C.C. Wei said the company works closely with customers...

Thursday 16 July 2026

Beyond AI: Resilient consumer demand widens semiconductor supply crunch

Reports of lengthening semiconductor lead times have become increasingly common in recent months, highlighting that the imbalance between chip supply and demand has not eased but is...

Thursday 16 July 2026

CXMT IPO raises fresh capital, but its own prospectus map shows distance still to close

The IPO prospectus filed by Changxin Memory Technologies (CXMT) ahead of its planned listing on Shanghai's STAR Market offers an unusually candid portrait of the global DRAM industry...

Thursday 16 July 2026

Commentary: Chip lead times extend as cloud AI squeezes capacity

Reports of longer chip lead times have been mounting. ADI has notified customers that, as recovering demand tightens supply, lead times for some analog chip products have stretched...

Thursday 16 July 2026

ASML's rumored move to raise lithography prices sets up rare clash with TSMC as AI hands toolmakers pricing power

An AI-fueled earnings beat has emboldened ASML to do something it rarely does: raise prices on the lithography machines that are essential to making advanced chips. That plan is now...

Thursday 16 July 2026

Exclusive: Advanced packaging outpaces front-end growth while NPO paves way for commercial CPO

Generative AI is accelerating demand for computing power, memory and data bandwidth, shifting semiconductor innovation beyond front-end processes toward advanced packaging, silicon...

Thursday 16 July 2026

CXMT's US$8.5 billion IPO signals China's accelerating challenge to global memory leaders

CXMT's Shanghai debut could reshape global memory markets by speeding China's push into advanced DRAM and HBM, while highlighting how US export controls are altering the industry's...

Thursday 16 July 2026

ASML signals pricing power and a two-year capacity sprint as AI tightens the lithography bottleneck

During the question-and-answer session of ASML's second-quarter 2026 earnings call on July 15, executives at the world's only maker of extreme ultraviolet (EUV) lithography systems...

Thursday 16 July 2026

China's top seller of AI compute has emerged without owning the GPUs

Beijing Approach AI Technology Co., or Approaching.AI, raised more than CNY1 billion within six months by selling AI tokens generated...

Thursday 16 July 2026

AI demand-driven memory crunch leaves smart cars exposed

AI-driven demand is tightening global memory supplies, crowding out smartphones, PCs, and vehicles as DRAM and NAND Flash capacity...

Wednesday 15 July 2026

SK Siltron begins 300mm wafer production at KRW2.3 trillion Gumi plant

SK Siltron has begun volume production and customer shipments from a KRW2.3 trillion (approx. US$1.54 billion) expansion of its Gumi wafer...

Wednesday 15 July 2026

PSMC lifts DRAM foundry prices 45% as 3D AI Foundry targets 20% revenue share

Major cloud service providers (CSPs) have front-loaded purchases of future DRAM capacity, and the global memory supply-demand gap is expected to last through 2027. Powerchip Semiconductor...

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Jun 1, 08:00

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

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