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    Insight: Intel raises US$20B, but its 14A ambitions may need twice as much
    19min ago
    Alibaba Cloud cuts AI data center build time to 100 days, triples global modular capacity
    32min ago
    SanDisk lays out multiyear NAND roadmap and AI storage targets at investor day
    36min ago
    NEWS TAGGED CAPACITY
    Friday 14 August 2026
    MPI posts record 2Q26 revenue, profit as probe card capacity stays fully loaded

    Taiwanese test interface provider MPI said that continued strong expansion demand from global artificial intelligence (AI) customers,...

    Friday 14 August 2026
    Samsung weighs moving legacy memory backend work to Vietnam to free up capacity for HBM
    Samsung Electronics may move part of the general-purpose DRAM and NAND packaging and testing now handled at its Cheonan and Onyang sites in South Korea to Vietnam, potentially freeing...
    Friday 14 August 2026
    Lam Research to spend more than US$3 billion expanding global R&D labs
    Lam Research plans to invest more than US$3 billion over the next five years to expand its global research and development lab network, increasing experimental capacity as semiconductor...
    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...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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