Semiconductor News & Analysis Feed

Samsung Electro-Mechanics is in final-stage talks to supply multilayer ceramic capacitors (MLCCs) to a major US cloud provider for AI servers, while also expanding substrate production capacity and securing a separate silicon capacitor contract, according to Korean media reports and company statements.

Japanese capacitor manufacturer Nichicon has announced a broad price hike for aluminum electrolytic capacitors (e-cap), as order volumes for some products have exceeded the company's existing production capacity. The announcement comes amid another round of price increases in the passive components industry.

Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment. The move highlights how AI demand is influencing chipmakers, equipment suppliers, and global customers, with implications for production capacity, regional innovation hubs, and technology markets worldwide.

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SK Hynix plans to double wafer production capacity by 2030 as chairman warns AI will keep memory tight Chairman Chey Tae-won says AI demand will keep memory tight through 2030 and SK Hynix will spend whatever it takes to double capacity. VIEW GALLERY - 2 Hassam Nasir Tech Reporter Published Jun 5, 2026 7:00 PM CDT 2-minute read time TL;DR: SK Group plans to double wafer production within five year

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WinWay Technology's orders are already booked out five to six months in advance, says company Chairman Mark Wang. He expects new production capacity coming online at the company's Kaohsiung facilities to gradually ease supply shortages and help drive record monthly and quarterly revenue growth throughout the second half of 2026.

Following GlobalWafers' shareholders' meeting on May 25, Chairperson Doris Hsu stated that the company's core compound semiconductor business, gallium nitride (GaN), is addressing strong demand for high-efficiency power solutions in AI servers. The company is also beginning to see emerging demand from diversified applications such as AI robotics. As a result, production capacity in 2026 has alread

Taiwan-based AI server maker Wiwynn is accelerating its global expansion as surging demand for AI infrastructure creates mounting pressure on power supply, production capacity, and critical component availability.

PRESS RELEASE — 27 APRIL 2026 03:02 Share NGK to Increase Production Capacity of Ceramics for Semiconductor Manufacturing Equipment NGK Corporation (hereinafter, “NGK”) today announced that it has decided to establish a new production site for ceramics for semiconductor manufacturing equipment in Nomi City, Ishikawa Prefecture. It plans to invest approximately ¥70.0 billion on constructing a new

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