News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Friday 14 August 2026

LandMark Optoelectronics says silicon photonics capacity is "very, very tight"

LandMark Optoelectronics said demand for its silicon photonics (SiPh) products is extremely strong, with output expected to keep rising over the next several quarters as capacity at...

Friday 14 August 2026

SMIC plans to single out AI chip revenue as demand outpaces its current reporting categories

Semiconductor Manufacturing International Corporation (SMIC) is considering disclosing revenue from artificial intelligence (AI)-related "peripheral chips" as a standalone line item,...

Friday 14 August 2026

China PCB makers pour billions into AI server, HPC, optical markets

Chinese printed circuit board (PCB) makers are stepping up investment in higher-value markets including AI servers, high-performance computing (HPC) and optical communications. Following...

Friday 14 August 2026

Applied Materials sets 2028 capacity target as it commits new manufacturing hires

Applied Materials used its fiscal third-quarter earnings call to lay out a multi-year capacity build rather than just a strong quarter. Alongside record results, the company said it...

Friday 14 August 2026

Hua Hong's fabs were already full — price is what finally made them profitable

Hua Hong Grace Semiconductor has been running its fabs flat out for more than a year without earning an operating profit on the work. The June quarter ended that. Revenue reached a...

Friday 14 August 2026

SMIC's pricing power arrives as AI pushes mature-node work into China

China's largest contract chipmaker has spent most of the past two years increasing volume without much to show for it in terms of margins. The June quarter broke that pattern. Semiconductor...

Friday 14 August 2026

Coherent beats fourth-quarter revenue estimates as AI demand lifts data center sales

Coherent reported fiscal fourth-quarter results for the period ended June 30, 2026, on the back of rising investment in AI infrastructure. The optics and photonics supplier said revenue...

Friday 14 August 2026

Cerebras raises 2026 outlook as hardware sales weaken

AI chip startup Cerebras Systems raised its full-year 2026 core revenue and gross margin outlook after reporting second-quarter results, but the company also disclosed declining hardware...

Friday 14 August 2026

Intel tests system memory to ease AI KV-cache pressure

Intel tests presented at the OCP APAC Summit 2026 that moving the key-value cache used in large language model (LLM) inference from GPU memory to system DRAM can raise serving throughput...

Friday 14 August 2026

PixArt revenue rises on game-console demand as margin pressure grows

PixArt's latest results signal how shifting demand across consumer electronics and emerging sensor markets can reshape profitability...

Friday 14 August 2026

ATEN lifts second-quarter profit on higher sales, pricing, utilization

ATEN International said its second-quarter 2026 revenue rose 19% year-over-year, while gross margin improved to 62% from 59% and pretax profit jumped 235%. The Taiwan-based keyboard-video-mouse...

Friday 14 August 2026

LEO satellite communications, space computing drive rising importance of GaN power amplifiers

DIGITIMES expects SpaceX to further accelerate Starlink satellite deployments in 2027, expanding network capacity and supporting faster rollout of its direct-to-cell (D2C) services...

Friday 14 August 2026

ABF substrate boom lifts Eternal Precision prices 20%

Strong Ajinomoto Build-Up Film (ABF) substrate demand has driven a surge in orders for vacuum laminating equipment, with Eternal Precision...

Thursday 13 August 2026

Quanta raises 2026 capex to NT$40B as AI visibility runs to 2028

Quanta Computer told investors at its August 13 earnings call that customer AI product roadmaps and order visibility now extend into...

Thursday 13 August 2026

Pegatron stocks AI server parts early as shortages spread through supply chain

Pegatron Corp. said in its second-quarter 2026 results that its server business posted strong gains and that it had already begun preparing for demand in the second half of 2026 while...

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Aug 27, 08:00

ASMPT Showcases Advanced Packaging Innovation at SEMICON Taiwan 2026

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