News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Wednesday 26 August 2026

Kyocera to ramp up MLCC production for AI servers with JPY60B investment

Japanese components maker Kyocera is making a major push to capture surging AI demand. As part of its mid-term growth strategy toward FY2031, the company plans to begin mass production...

Wednesday 26 August 2026

Apple is only the test: Chinese memory makers CXMT, YMTC target North American cloud market

The memory industry is entering a powerful growth cycle, with Apple seeking to add Chinese suppliers CXMT and YMTC to its memory supply chain. With a meeting between US President Donald...

Wednesday 26 August 2026

China has plenty of indium but not enough InP wafers for AI data centers

China accounts for more than 70% of the world's primary indium output but only about 10% of finished indium phosphide substrates, leaving a gap between its strength in raw materials...

Wednesday 26 August 2026

China's advanced-chip gap could close well before its lithography gap does

As China enters a near-frenzied state of continuous production-capacity expansion, it is easy to see that the main driver behind these aggressive, purpose-built movements in the domestic...

Wednesday 26 August 2026

Samsung steps up Taylor Fab 2 preparations as foundry capacity tightens

Samsung Electronics has begun asking semiconductor equipment suppliers to complete safety-compliance groundwork for a second foundry fab in Taylor, Texas, months before construction...

Wednesday 26 August 2026

Samsung, LG ramp up India for AI cooling and appliances

India is emerging as a new battleground for South Korea's two electronics giants, with Samsung Electronics using the country as a production and supply-chain base for AI data center...

Tuesday 25 August 2026

Samsung Foundry sees higher 4nm volumes as Nvidia ramps Groq 3

Nvidia's Groq 3 ramp is adding meaningful 4nm volume to Samsung Electronics' foundry business, with monthly wafer input estimated at about 10,000 and expected to rise above 15,000...

Tuesday 25 August 2026

China power chip makers CRM, Silan post sharp 1H profit gains

China Resources Microelectronics (CRM) and Hangzhou Silan Microelectronics (Silan), two of China's leading integrated device manufacturers, reported strong first-half 2026 results...

Tuesday 25 August 2026

Taiwan AI server supply chain expands China footprint

Taiwan's AI server supply chain is stepping up investment in China, but expansion is concentrated in components rather than full-system assembly. By contrast, Taiwan's notebook PC...

Tuesday 25 August 2026

AI's power crunch hits Taiwan: foundry capacity tightens, chip prices climb into 2H26

AI data centres are becoming a new stress point for the global power and semiconductor supply chain. As facilities shift towards megawatt-scale architectures, demand is rising for...

Tuesday 25 August 2026

Toyota and Honda's US manufacturing push could reshape market share, not just tariffs

Toyota and Honda are accelerating US manufacturing as tariffs, local-content rules, and policy shifts reshape the auto industry. The move is defensive, but it is also a growth strategy...

Tuesday 25 August 2026

Broadcom's debt push signals AI compute is becoming Wall Street asset class

The AI infrastructure race is entering a phase where access to silicon is no longer the only constraint. As compute demand expands into multi-gigawatt projects, the industry is increasingly...

Tuesday 25 August 2026

Samsung Display resumes A7 construction as foldable demand rebounds

Samsung Display has resumed construction at its second campus in Asan, South Chungcheong Province, reviving a long-dormant OLED project...

Tuesday 25 August 2026

Inergy server share hits 47% on cooling, BBU demand

Inergy Technology said strong demand for AI server cooling and power management pushed the share of server-related applications to 47%...

Monday 24 August 2026

Samsung's DRAM capacity lead shrinks as SK Hynix expands faster

Samsung Electronics' DRAM wafer capacity will grow only marginally through 2027, with investment directed at node migration and line...

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