News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Tuesday 3 March 2026

Yageo subsidiary Kemet hikes tantalum capacitor prices for third time as strong AI server demand continues

As artificial intelligence (AI) server applications consume large amounts of tantalum polymer capacitors, the supply-demand gap in the market continues to widen. Kemet, a subsidiary...

Tuesday 3 March 2026

AI server boom strains tantalum capacitors; MLCC substitution falls short

The global expansion of AI computing infrastructure is accelerating, but supply shortages across the component supply chain continue to widen. Alongside constrained supply of memory...

Monday 2 March 2026

Hiwin local production positioned as key supplier for South Korea semiconductor and AI-driven equipment upgrades

Hiwin Technologies has spent more than a decade building direct manufacturing and service capacity in South Korea, evolving from component sales to integrated mechatronic solutions...

Monday 2 March 2026

Samsung Electronics and SK Hynix reportedly plan large DRAM price increases, deepening supplier advantage for big buyers

Samsung Electronics and SK Hynix have notified customers of plans to raise DRAM prices in the second quarter of 2026 and have begun price negotiations, South Korean outlet SEDaily...

Sunday 1 March 2026

Taiwan's Fitipower eyes stronger year as AI and edge chips gain traction

Fitipower, a Taiwanese driver IC and semiconductor supplier, offered a cautiously optimistic outlook for 2026 during its February 25 investor briefing. Chairman Young Lin said the...

Sunday 1 March 2026

OpenAI's US$110 billion raise signals shift toward capital endurance and ecosystem diversification

OpenAI's newly announced US$110 billion funding round underscores a structural shift in the AI industry, where long-term capital endurance and ecosystem diversification may increasingly...

Friday 27 February 2026

Yageo sees strong 1Q26 on AI orders; memory shortage yet to hit demand

Yageo CEO David Wang said that although seasonal factors reduced working days from the previous quarter, capacity utilization is expected...

Friday 27 February 2026

Lite-on doubles down on AI power as consumer markets dim

Lite‑on Technology reported strong 2025 operational results and forecast sustained double‑digit quarterly growth for 2026, while flagging consumer and ICT demand headwinds...

Thursday 26 February 2026

Samsung reportedly exits 2D NAND, converts Hwaseong Line 12 to 1c DRAM end fab

Samsung Electronics will halt 2D NAND flash production at its Hwaseong Line 12 and convert the facility into a 1c DRAM end fab, formally exiting planar NAND manufacturing and reallocating...

Thursday 26 February 2026

King Slide says GenAI-driven density surge will raise slide rail demand and reshape supply footprints

King Slide, a manufacturer of server slide rails, told investors on its fourth-quarter 2025 earnings call on February 25 that generative AI-driven upgrades to data center architectures...

Thursday 26 February 2026

TSMC crosses US$2 trillion mark, undeterred by geopolitical and AI risks

On February 24, 2026, Taiwan Semiconductor Manufacturing Company (TSMC) crossed the US$2 trillion market capitalization mark, becoming the eighth company in US stock market history...

Thursday 26 February 2026

Cloud AI's ripple effect: A comeback for 8-inch wafers

The boom in cloud-based artificial intelligence (AI) is reverberating far beyond the most advanced chipmaking nodes.

Thursday 26 February 2026

SK Hynix and Sandisk move to standardize HBF, shaking up AI memory ecosystem

SK Hynix and Sandisk have launched a consortium to standardize High Bandwidth Flash (HBF), positioning the technology as a next-generation memory layer for AI inference and heightening...

Thursday 26 February 2026

From sovereignty to specialization: How the UK is recalibrating its space ambitions

Britain's space policy is entering a period of transition. The government has confirmed that the UK Space Agency will be folded into the Department for Science, Innovation and Technology...

Thursday 26 February 2026

Nvidia says AI monetization supports sustained CSP capex

During the earnings call on February 25, Nvidia said record capex plans by major cloud service providers reflect a structural shift toward monetizable AI workloads, with management...

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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