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Capacity Planning

All Dataleo news, jobs, analyses and tutorials around Capacity Planning in Supply Chain and Operations.

35 items · 19 news · 4 jobs · 12 insights · 0 tutorials

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RemoteFull-time· Permanent· Manager2026-07-18

Manager, Strategic Supply Chain

Celestica Remote Employee

Strategic Supply Chain Capacity Planning

The Dataleo angle

The affected decision is how strategic sourcing, supply risk, capacity and customer commitments are coordinated in an electronics manufacturing environment. Value requires the role to connect supplier choices and operational constraints to planning and commercial decisions. The failure mode is treating strategic supply chain as supplier management only, without a decision layer across demand, capacity and risk.

HybridFull-time· Permanent· Senior2026-07-01

Senior NPI Sourcing and Supply Chain Program Manager, AWS Power & Cooling

Amazon Data Services Austin, Texas or Seattle, Washington

AWS NPI Supplier Qualification Capacity Planning Power and Cooling

The Dataleo angle

AI infrastructure expansion is becoming an NPI and supplier-capacity planning problem. Value depends on technical, quality and capacity gates that remain connected throughout scale-up. The failure mode is globalising a design or supplier before its yield, quality and capacity evidence is stable.

HybridFull-time· Permanent· Senior2026-06-30

Senior Capacity Delivery Reliability Planner, AWS Infra Supply Chain

Amazon United States

AWS SIOP Capacity Planning

HybridFull-time· Permanent· Senior Manager2026-06-09

Senior Manager — Supply Chain Network Capacity & Flow

Bunnings Multiple

Capacity Planning Scenario Planning

The Dataleo angle

The role is relevant to scenario planning, capacity ownership and connecting network assumptions to governed planning decisions.

News

News (19)

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LG adds an 80%-automated glass-powder line and a second production base in Vietnam

Medium

Manufacturing and network planning·2026-07-23

LG adds an 80%-automated glass-powder line and a second production base in Vietnam

LG has added a second production base and an automated glass-powder line in Vietnam, increasing capacity while creating an additional supply point for a specialized input. The move combines manufacturing automation with a network-resilience decision.

The Dataleo angle

The resilience benefit comes from qualified, interchangeable capacity—not simply from owning two plants. Value depends on consistent specifications, allocation rules and the ability to switch customer demand between sites. The principal failure mode is nominal redundancy in which product qualifications, raw-material flows or logistics constraints prevent meaningful rebalancing.

LG Electronics

ASML capacity plan highlights the physical bottleneck behind AI demand

Medium

AI Chip Capacity Planning·2026-07-16

ASML capacity plan highlights the physical bottleneck behind AI demand

ASML’s plan to raise lithography-equipment capacity underscores that AI demand depends on qualified physical manufacturing capacity, not just model demand, chip orders or data-centre investment.

The Dataleo angle

The affected decision is how semiconductor customers, foundries and AI-infrastructure buyers reserve capacity across tools, wafers, packaging and power. Value requires demand signals to be translated into constrained-equipment scenarios and qualification lead times. The failure mode is treating AI demand as software-like scalability when the binding constraint is a multi-year physical-capacity chain.

Reuters / ET Electronics

Micron backs domestic silicon-wafer capacity with financing and a ten-year agreement

High

Silicon Wafers and Capacity Planning·2026-07-09

Micron backs domestic silicon-wafer capacity with financing and a ten-year agreement

Micron is supporting new US silicon-wafer capacity through strategic financing and a long-term supply agreement with GlobalWafers, strengthening an upstream dependency for DRAM and HBM production.

The Dataleo angle

The affected decision is how much future memory output can be committed against qualified domestic wafer capacity. Value requires the wafer facility, Micron’s fabrication ramp and downstream HBM demand to mature on compatible schedules. The failure mode is securing contractual volume before the new upstream process has achieved stable yield and qualification.

Micron / GlobalWafers coverage

SK Telecom plans AI data-centre capacity of up to 15 GW

High

Data-centre Capacity and Power Planning·2026-07-05

SK Telecom plans AI data-centre capacity of up to 15 GW

SK Telecom has outlined plans to develop up to 15 GW of AI data-centre capacity in South Korea. The initiative would require coordinated investment across power generation and transmission, cooling, construction, semiconductors and network infrastructure.

The Dataleo angle

The affected decision is not simply where to build data centres, but how computing demand is sequenced against grid capacity, cooling resources, equipment lead times and semiconductor availability. Value requires phased capacity commitments tied to real power and hardware supply. The failure mode is announcing computing capacity whose physical dependencies cannot be delivered on the same timetable.

SK Telecom / PR Newswire

South Korean groups commit $195 billion to AI, robotics and advanced manufacturing

High

AI Infrastructure and Manufacturing Capacity·2026-07-03

South Korean groups commit $195 billion to AI, robotics and advanced manufacturing

South Korea’s largest business groups have announced approximately 265 trillion won in investment across AI infrastructure, semiconductors, robotics, batteries and advanced manufacturing. The commitments create a material signal for equipment capacity, electricity demand, skilled labour and supplier qualification across the Korean industrial ecosystem.

The Dataleo angle

The affected decision is not whether to invest in AI, but how scarce power, land, equipment, engineering talent and qualified suppliers are allocated across simultaneous megaprojects. Value depends on sequencing projects against real infrastructure and supplier capacity. The failure mode is announcing overlapping capacity plans whose shared bottlenecks only become visible during execution.

Reuters

High

Manufacturing Capacity and Data Centre Infrastructure·2026-07-01

Vertiv opens Malaysian manufacturing facility for AI and high-density infrastructure

Vertiv has opened a manufacturing facility in Johor, Malaysia, expanding regional production, engineering, logistics and testing capacity for power and cooling infrastructure used in AI and high-density computing environments across Asia.

The Dataleo angle

The affected decision is how Vertiv allocates qualified manufacturing and testing capacity against rapidly changing regional demand. Value depends on supplier availability, qualification, ramp yield and realistic commissioning schedules. The limitation is timing: a new footprint does not automatically reduce current lead times before production and supplier ecosystems reach stable operating capacity.

Vertiv

China’s factory recovery is increasingly concentrated in AI-related exports

High

AI-Related Export Demand and Capacity Planning·2026-06-30

China’s factory recovery is increasingly concentrated in AI-related exports

China’s official manufacturing activity returned to expansion in June, with stronger production and export orders supported by demand for chips, computers and other AI-related products. The recovery remains uneven, while employment and factory-gate pricing indicators stayed weak.

The Dataleo angle

The planning signal is not a broad-based manufacturing recovery. It is a product-mix shift toward AI infrastructure. Capacity, supplier-allocation and export-demand assumptions should therefore be separated by sector rather than extrapolated across the entire Chinese industrial base.

Reuters

South Korea launches a $576 billion AI-chip and semiconductor capacity drive

High

AI-Chip Capacity and Infrastructure·2026-06-29

South Korea launches a $576 billion AI-chip and semiconductor capacity drive

The South Korean government has announced a large-scale semiconductor and AI investment strategy involving Samsung Electronics and SK Hynix, including new fabrication, packaging and high-bandwidth-memory capacity. The programme is intended to strengthen the country’s position in AI infrastructure while raising questions about utilities, labor availability, qualification timelines and potential oversupply.

The Dataleo angle

Announced investment should not be treated as available capacity. Planners need milestone-based assumptions covering fab construction, utilities, qualified labor, packaging, HBM yields and customer qualification before translating the strategy into sourcing resilience or allocation expectations.

Reuters

Ocean-shipping disruption persists despite the US–Iran ceasefire

High

Transport Capacity and Risk·2026-06-24

Ocean-shipping disruption persists despite the US–Iran ceasefire

Xeneta expects elevated ocean spot rates and constrained vessel availability to persist despite the US–Iran ceasefire. The signal is relevant to ocean freight, transport capacity and inventory-in-transit planning.

The Dataleo angle

Planning teams should update lane-level assumptions for capacity, rates, transit time and schedule reliability. Customer priorities, buffer inventory and alternative routing should be explicit before disruptions force reactive decisions.

Supply Chain Dive / Xeneta

Pattison Food Group deploys Dematic automation for grocery fulfilment

Medium

Warehouse Capacity·2026-06-24

Pattison Food Group deploys Dematic automation for grocery fulfilment

Pattison Food Group is deploying Dematic automation at its Langley distribution centre to modernize grocery fulfilment. The project is relevant to warehouse automation, capacity planning and fulfilment resilience.

The Dataleo angle

Automation capacity should be evaluated against volume profiles, SKU mix, peak demand, manual fallback and maintenance constraints. The key measure is whether throughput, service and labor productivity improve without creating a single operational bottleneck.

Pattison Food Group / Dematic

South Korea discusses accelerated semiconductor capacity investment with Samsung and SK Hynix

High

Capacity Planning·2026-06-24

South Korea discusses accelerated semiconductor capacity investment with Samsung and SK Hynix

The South Korean government is discussing the next phase of semiconductor investment with Samsung Electronics and SK Hynix as AI-driven chip demand raises questions about future production capacity. The signal is relevant to semiconductor supply chains and long-range capacity planning.

The Dataleo angle

Planners should separate announced investment from qualified capacity. Key variables include construction timing, equipment availability, yield ramp, utility constraints, supplier readiness and the timing of customer demand.

Reuters

Doosan Robotics unveils AI-powered palletizing system at Automate 2026

Medium

Capacity Planning·2026-06-22

Doosan Robotics unveils AI-powered palletizing system at Automate 2026

Doosan Robotics announced PalletizHD+, an AI-supported palletizing system designed for heavy and mixed palletizing workflows, with its debut at Automate 2026. The system is relevant to warehouse automation, capacity planning and robotic material handling.

The Dataleo angle

Palletizing automation matters to planning when throughput assumptions, product mix, labor availability, downtime and upstream production constraints are incorporated into capacity models rather than treated as fixed automation gains. Manual override and exception ownership remain necessary when product or pallet conditions fall outside the validated operating range.

Doosan Robotics

DecisionBrain’s OPTIMA wins 2026 Eason Digital Innovation Award for maintenance optimization

High

Capacity and Maintenance Planning·2026-06-19

DecisionBrain’s OPTIMA wins 2026 Eason Digital Innovation Award for maintenance optimization

DecisionBrain, PA Consulting and TGIS Aviation received the 2026 Eason Digital Innovation Award for OPTIMA, a maintenance-optimization solution combining asset constraints, maintenance requirements and capacity decisions in a shared optimization model.

The Dataleo angle

The affected decision is how maintenance windows and asset constraints are incorporated into Capacity Planning. Value requires current asset data, transparent optimization objectives and accountable maintenance planners; the principal failure mode is an award-winning model that remains disconnected from shop-floor execution and production priorities.

DecisionBrain

Unilever scales AI-enabled digital twins across its manufacturing network with Accenture

High

Production and Capacity Planning·2026-06-16

Unilever scales AI-enabled digital twins across its manufacturing network with Accenture

Unilever and Accenture are scaling AI-enabled digital twins across Unilever’s global manufacturing network.

The planning relevance lies in connecting production constraints, asset behavior and operational scenarios to faster capacity and production decisions.

The Dataleo angle

Digital twins create value only when their assumptions, effective dates and approved scenarios feed the same governed capacity model used by planning teams.

Accenture

DriveNets raises $410 million to scale networking infrastructure for large AI deployments

High

Networking Capacity and Inventory Planning·2026-06-01

DriveNets raises $410 million to scale networking infrastructure for large AI deployments

Israel-based DriveNets has raised $410 million in Series D funding to expand production capacity and inventory for Ethernet-fabric infrastructure supporting large-scale AI deployments. The company is responding to rising demand for network systems used in AI data centres.

The Dataleo angle

The supply-chain issue is the conversion of AI-infrastructure demand into component reservations, inventory commitments and qualified manufacturing capacity. Growth should be assessed against supplier concentration, delivery reliability, deployment timing and the risk of building inventory faster than customer installations.

DriveNets / PR Newswire

High

Networking Capacity and Inventory Planning·2026-06-01

DriveNets raises $410 million to scale networking infrastructure for large AI deployments

The Dataleo angle

DriveNets / PR Newswire

High

Customer implementation·2025-11-25

PENTA Electrical Safety Products Reports Higher Service Levels and Revenue After Deploying Komugi

PENTA Electrical Safety Products reported that Komugi became a central platform in its Project 2026 operational-excellence program, improving flow visibility and daily execution.

According to the published case update, the company reduced temporary staffing from four full-time equivalents to two, increased revenue by €2 million and improved service levels from 72% to 96%.

The Dataleo angle

The case is relevant because it links planning visibility to operational outcomes rather than software adoption alone. The control question is whether workload-capacity assumptions, production priorities and exception responses are owned, reviewed and measured consistently across the organization.

Komugi / LinkedIn

Komugi Uses SIANE 2025 to Promote Outsourced PIC and MRP Planning for Industrial SMEs

Medium

Industrial planning operating model·2025-10-15

Komugi Uses SIANE 2025 to Promote Outsourced PIC and MRP Planning for Industrial SMEs

Komugi appeared at the 2025 SIANE Industries event, where co-founder and CEO Xavier Feltin presented an approach to outsourcing PIC and MRP planning to secure workload, capacity and growth.

The session addressed manufacturers that lack mature internal planning capabilities but still need structured decisions on capacity, materials and customer commitments.

The Dataleo angle

The affected decision is how Komugi and the industrial planning operating model translate PIC, MRP and capacity choices into execution. Value requires current data, clear ownership and explicit service and capacity trade-offs; the principal failure mode is outsourcing planning activity without transferring decision rights, assumptions or operating knowledge.

SIANE Industries

Komugi Brings Workload-Capacity Planning to Global Industrie 2025

Medium

Industrial planning events·2025-03-11

Komugi Brings Workload-Capacity Planning to Global Industrie 2025

Komugi participated in Global Industrie 2025 in Lyon, where co-founder Xavier Feltin joined a roundtable on S&OP best practices and benefits for industrial organizations.

The event connected Komugi’s workload-capacity planning positioning with broader discussions on smart manufacturing, industrial AI and Industry 5.0.

The Dataleo angle

The operational relevance is the link between strategic S&OP choices and executable capacity plans. Manufacturers need traceable assumptions, realistic bottleneck data and named ownership before scenarios are translated into production or investment decisions.

EIT Manufacturing / Global Industrie

Editorial