News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Tuesday 28 July 2026

Panel makers reject 10% polarizer price increase as China suppliers retreat

Rising upstream material prices are continuing to pressure the polarizer industry. During the second quarter, polarizer suppliers in China and Taiwan sought price increases of about...

Tuesday 28 July 2026

CXMT's record IPO and Apple talks collide with US curbs as DRAM tightens

AI-driven demand is tightening the global memory market just as China's leading DRAM producer, ChangXin Memory Technologies, or CXMT,...

Tuesday 28 July 2026

Samsung, SK Hynix race to secure chipmaking tools before equipment lead times hit one year

Samsung Electronics and SK Hynix are considering placing semiconductor equipment orders earlier as a global wave of fab investment stretches delivery times for key chipmaking tools...

Tuesday 28 July 2026

China's Yunnan Germanium wins long-term InP wafer order as AI optical demand rises

Yunnan Germanium has secured a major supply deal for indium phosphide (InP) wafers, underscoring how AI data center buildouts are reshaping global demand for high-speed optical parts...

Tuesday 28 July 2026

China faces AI compute divide as advanced capacity falls short and lower-tier resources sit underused

China's AI computing infrastructure is developing along two sharply divergent paths. As large language models and AI agents gain traction across industries, rapidly rising token consumption...

Monday 27 July 2026

CXMT tops A-share market cap on IPO debut

Chinese DRAM maker ChangXin Memory Technologies (CXMT) listed on the STAR Market of the Shanghai Stock Exchange on July 27, with its market capitalization briefly topping CNY3.6 trillion...

Monday 27 July 2026

CATL profit climbs 42%, but storage price pressure tests its global lead

CATL reported a 42% rise in first-half 2026 net profit as electric-vehicle and energy-storage battery shipments surged, although weaker...

Monday 27 July 2026

Qualcomm tells customers chip prices will rise by double digits from September

Qualcomm plans to raise chip prices by a double-digit percentage from September 1, passing higher supplier costs into a smartphone market...

Monday 27 July 2026

Weekly news roundup: Samsung and SK Hynix favor DDR5, Intel accelerates 18A, Alibaba deepens CXMT ties

AI infrastructure, memory and advanced chipmaking led this week's tech agenda, with Intel, Samsung, SK Hynix, CXMT, Alibaba and Foxconn reshaping capacity and supply chains. Below...

Monday 27 July 2026

CXMT's US$8.6 billion IPO sets off new spending cycle across China's DRAM supply chain

China's leading DRAM producer CXMT listed on Shanghai's STAR Market on July 27 after raising about CNY57.9 billion (approx. US$8.6 billion), the board's largest initial public offering...

Monday 27 July 2026

SK Telecom forms SK Hyper to build 15GW of AI data centers by 2035

SK Telecom has created a dedicated subsidiary, SK Hyper, to develop AI data center businesses and expand South Korea's domestic AI infrastructure. The move supports the government's...

Monday 27 July 2026

ZDT-led China PCB expansion tops US$10 billion on AI server and edge AI demand

China's printed circuit board (PCB) industry is entering a new investment cycle, with more than CNY70 billion (approx. US$10.3 billion)...

Monday 27 July 2026

eSSD contracts surge as AI data centers shift spending from memory to storage

Enterprise SSDs are emerging as a bigger priority in AI infrastructure as generative AI workloads move from training to inference and data centers need faster storage. Reports from...

Sunday 26 July 2026

Airbus raises profit outlook as supply bottlenecks ease

Airbus updated its financial outlook for investors, saying easing supply-chain constraints should support stronger production and profit growth through 2029. According to Bloomberg,...

Saturday 25 July 2026

Huaqin's growing stake in Nexchip shows ODMs reaching upstream into chipmaking

Huaqin Technology, the world's largest consumer-electronics original design manufacturer, has again increased its stake in Chinese foundry Nexchip Semiconductor, underscoring how contract...

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Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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