News tagged production capacity at DIGITIMES

NEWS TAGGED PRODUCTION CAPACITY

Tuesday 1 September 2026

Samsung locks 70% of memory output as HBM spot prices soar

Samsung Electronics has reportedly locked up as much as 70% of its memory production capacity under long-term supply agreements (LTAs), as relentless AI infrastructure demand for high...

Monday 31 August 2026

Musk tackles key AI power bottleneck with in-house turbine foundry

A move by SpaceX to manufacture turbine blades in-house could ease a global bottleneck in AI infrastructure, where power equipment is now as constrained as chips. If successful, the...

Monday 24 August 2026

India weighs new capital subsidies to build domestic polysilicon capacity

India is preparing a new capex-based subsidy scheme to support domestic polysilicon manufacturing, as the government seeks to reduce import dependence and build a more integrated solar...

Wednesday 19 August 2026

Samsung Display restarts Asan OLED plant to meet foldable and IT demand

Samsung Display Co. is reported to be restarting construction of a new OLED plant in Asan, South Korea, after a five-year pause as demand rises for foldable phones and OLED panels...

Wednesday 19 August 2026

Hanmi Semiconductor scales up bonding capacity with US$91.4 million plant buy amid AI packaging boom

Amid a global shortage of AI semiconductor equipment, Hanmi Semiconductor announced on August 18 that it will acquire a factory owned...

Thursday 13 August 2026

LGES, Lopal sign three-year LFP supply deal worth up to CNY27 billion

LG Energy Solution (LGES) and China's Jiangsu Lopal Tech have signed a three-year framework agreement covering up to CNY27 billion (approx. US$3.8 billion) in lithium iron phosphate...

Wednesday 12 August 2026

Compal doubles AI server capacity, targets 30–40% revenue share by 2027

Compal officially opened its Daxi AI server manufacturing center on August 11, bringing new-generation AI server production capacity...

Monday 10 August 2026

Samsung HBM4 yield nears 80% as production race with SK Hynix heats up

Samsung Electronics has reportedly pushed the production yield of its sixth-generation high-bandwidth memory (HBM4) close to 80%, marking...

Wednesday 5 August 2026

Furukawa Electric to invest JPY100 billion to double rollable ribbon cable capacity in response to data center demand

Furukawa Electric said on August 4 that it will invest approximately JPY100 billion (approx.US$630 million) in total to expand production capacity for optical fibers and optical fiber...

Monday 3 August 2026

AI server demand revives long-term MLCC supply agreements as shortages intensify

Surging demand for AI servers is tightening global capacity for high-end passive components, prompting customers to once again pursue long-term supply agreements (LTSAs) as they seek...

Friday 31 July 2026

AI server boom reshapes MLCC pricing as capacity shifts upmarket

The rapid expansion of AI infrastructure is reshaping one of the semiconductor industry's most overlooked component markets. Soaring...

Thursday 30 July 2026

Intel's reported DDR4 CPU revival expected to boost PC demand in second half

With AI server demand continuing to absorb DRAM production capacity, DDR5 memory prices remain elevated and are expected to rise further.

Wednesday 29 July 2026

Quanta buys AUO Taoyuan factory for NT$19.7B to expand AI server capacity

Quanta has agreed to buy AUO's Taoyuan factory in Guishan Hwa Ya Park for NT$19.7 billion, moving to add server production capacity as its Taiwan lines run at full utilization. The...

Tuesday 28 July 2026

Zeiss races to break ASML's EUV optics bottleneck for the AI chip boom

Zeiss Semiconductor Manufacturing Technology is expanding production capacity in Germany to relieve a critical constraint on ASML's lithography output, with AI data center investment...

Thursday 23 July 2026

Taiwan-US tariff talks stall as July 24 deadline threatens auto supply chains

The Trump administration's temporary 10% tariff under Section 122 of the US Trade Act is set to expire on July 24, putting Taiwan-US zero-tariff talks and global auto supply chains...

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Sep 1, 08:00

Rising Packaging Complexity Elevates Glass in Semiconductor Manufacturing

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