News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Friday 24 April 2026

MCU supplier Artery weighs price hikes on AI capacity squeeze, new applications drive growth

Microcontroller supplier Artery Technology (Arterytek or Arterychip) delivered a strong start to 2026, posting first-quarter consolidated...

Friday 24 April 2026

Intel flags price increases and supply shortages as CPU demand strengthens

Intel signaled that industry-wide supply shortages and selective price increases are helping offset weaker PC demand, even as the company works to expand supply capacity across its...

Friday 24 April 2026

BizLink builds Southeast Asia manufacturing network with distinct roles across key markets

Driven by geopolitical shifts and supply chain restructuring, Southeast Asia has become an important destination for Taiwanese electronics...

Thursday 23 April 2026

Volkswagen outlines aggressive EV, AI and capacity reset ahead of Beijing show

Volkswagen's plan to launch 50 electric models by 2030 while cutting global production capacity signals major structural shifts for consumers, suppliers, and markets worldwide. The...

Thursday 23 April 2026

SK Hynix flags persistent HBM shortage as demand outpaces supply

SK Hynix said demand for high-bandwidth memory is expected to outpace supply for several years, underscoring persistent constraints in the AI memory market even as the company ramps...

Thursday 23 April 2026

Lam Research signals sustained AI-driven momentum as WFE outlook improves

Lam Research delivered a strong start to 2026, with first-quarter 2026 results exceeding expectations and reinforcing confidence in a semiconductor upcycle increasingly shaped by artificial...

Thursday 23 April 2026

Google debuts TPU 8t and 8i as AI workloads diverge

Google Cloud Next 2026 kicked off on April 22 in Las Vegas, with Google Cloud CEO Thomas Kurian declaring that the experimental phase of artificial intelligence is over. Nearly 75%...

Thursday 23 April 2026

SK Hynix builds HBM packaging hub in Cheongju to expand AI memory capacity

SK Hynix has broken ground on a large-scale advanced packaging facility in Cheongju Technopolis, underscoring how the battleground for AI semiconductors is shifting beyond wafer fabrication...

Wednesday 22 April 2026

Powerchip DRAM foundry price hike to boost June revenue; IPD to drive Intel demand in 2H27

Powerchip Semiconductor Manufacturing (PSMC) held an earnings call on April 21 to address developments in memory and logic foundry services, as well as its future business outlook...

Wednesday 22 April 2026

ASM International reports 16% growth in 1Q26 revenue driven by booming AI market

ASM International reported a high revenue in the first quarter of 2026, driven by surging AI demand and its need for advanced...

Wednesday 22 April 2026

Allbirds outlines AI pivot backed by US$50 million financing, draws mixed reaction

Struggling footwear brand Allbirds has announced plans to pivot to artificial intelligence (AI) infrastructure, supported by a US$50 million convertible financing facility, as it exits...

Wednesday 22 April 2026

Powerchip returns to profitability in 1Q26 following fab sale to Micron

Powerchip Semiconductor Manufacturing (PSMC) reported revenue of NT$13.57 billion (approx. US$432 million) in the first quarter of 2026, up 6% from the previous quarter and 22% year...

Wednesday 22 April 2026

CXMT fills LPDDR4X gap as non-China CSPs seek capacity

Memory giant ChangXin Memory Technologies (CXMT) is stepping in to fill the consumer market shortfall left by Samsung Electronics' planned phase-out of LPDDR4X production. With memory...

Tuesday 21 April 2026

Samsung plans NAND expansion at P5 on AI-driven price gains

Surging demand for NAND flash, fuelled by artificial intelligence workloads and data centre expansion, is pushing memory makers into a new investment cycle, with Samsung Electronics...

Tuesday 21 April 2026

MacBook Neo demand surge highlights chip shortage pressure

Apple's MacBook Neo has recorded stronger-than-expected sales since its global launch in March 2026, quickly emerging as one of the company's most popular entry-level products.

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BIZ FOCUS

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