News tagged capacity at DIGITIMES

NEWS TAGGED CAPACITY

Wednesday 24 June 2026

SK Hynix to issue $29 billion in new shares for Nasdaq ADR listing on July 10

SK Hynix disclosed in regulatory filings to South Korea's Financial Supervisory Service and the Korea Exchange on June 24 that its board has approved the issuance of new shares worth...

Wednesday 24 June 2026

Global market for advanced chip packaging set for rapid expansion

The market for fan-out panel-level packaging(FOPLP) and glass substrate packaging is set to grow sharply as chipmakers race to support AI and high-performance computing. For global...

Wednesday 24 June 2026

Cerebras leans on OpenAI and AWS as anchor customers, raising questions about concentration

Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on...

Wednesday 24 June 2026

MediaTek price hike signals broader cost pressure for Taiwan IC design houses

Reports of MediaTek price adjustments appear to confirm a broader pricing trend across Taiwan's IC design sector. Industry sources said many small and mid-sized chip suppliers have...

Wednesday 24 June 2026

SK Hynix reportedly eases HBM4 push as commodity DRAM margins surge

SK Hynix is reportedly easing the pace of some HBM4 production conversions and redirecting more attention toward commodity DRAM, as a...

Wednesday 24 June 2026

Cerebras bets on speed as a product, racing to add data center capacity through 2027

Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive...

Wednesday 24 June 2026

Taiwan export orders hit record as AI server demand pushes 2026 toward US$1 trillion

Taiwan's export orders climbed sharply in May 2026, underscoring how artificial intelligence demand and overseas production are reshaping supply chains for readers worldwide. The Ministry...

Wednesday 24 June 2026

Cerebras posts 92% revenue growth in first public quarter, but warns compute rentals will squeeze margins

Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing...

Wednesday 24 June 2026

China CMP tool leader Hwatsing seeks US$550M to close chip equipment gap

Hwatsing Technology, China's leading domestic supplier of chemical mechanical planarization (CMP) equipment, is seeking up to CNY4 billion (approx. US$552 million) through a private...

Wednesday 24 June 2026

SoftBank rejects space data centers and commits to Earth-based AI compute

SoftBank Group said it will prioritize building large-scale terrestrial AI data-center capacity rather than pursuing space-based data...

Wednesday 24 June 2026

Super El Niño and AI power demand boost fuel cells

The rising chance of a 2026 super El Niño, combined with surging power demand from AI data centers, is intensifying pressure...

Tuesday 23 June 2026

Samsung Electro-Mechanics rides Qualcomm's data center push into servers

Samsung Electro-Mechanics has begun mass production of advanced package substrates for Qualcomm's first data center AI accelerator,...

Tuesday 23 June 2026

Corsair's reported CXMT DDR5 move puts China DRAM on the global supply-chain map

China's DRAM supply chain is becoming a new variable in the global memory market. CXMT, China's largest DRAM manufacturer, is accelerating its DDR5 expansion. Recent reports stated...

Tuesday 23 June 2026

High-end fiberglass cloth supply tightens; shortages to persist through 2027

Demand for high-end fiberglass cloth is surging on the AI boom, and orders from copper-clad laminate (CCL) customers are leaving the...

Tuesday 23 June 2026

AI power systems drive snap-in capacitor demand; Chinsan gains from order spillover

Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue...

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