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NEWS TAGGED CAPEX
Thursday 26 October 2023
Server supply chain reassured by continuous capex from US cloud service providers
US cloud service giants Microsoft and Google's parent company, Alphabet, have both indicated that customers are still optimizing their cloud services. The indication also implies...
Monday 23 October 2023
Ichia to see over 70% of 2023 revenue come from automotive sector
Ichia Technologies, a provider of mechanism integration components and flexible PCBs (FPCB), anticipates that automotive product sales will account for more than 70% of its total...
Thursday 19 October 2023
TSMC sees CAPEX growth leveling off amid slow demand recovery and higher costs
The world's leading wafer foundry company TSMC announced its earnings report for Q3 of 2023. When answering analysts' questions about the progress of capital expenditure (CAPEX) and...
Thursday 19 October 2023
TSMC expects 11% sequential revenue growth in 4Q23
TSMC expects to post revenues of between US$18.8 billion and US$19.6 billion in the fourth quarter of 2023, which is an 11.1% sequential increase at the midpoint. Gross margin and...
Wednesday 11 October 2023
TSMC to maintain 2023 outlook despite stronger 3Q
Despite better-than-anticipated third-quarter revenues, TSMC is expected to reiterate its previously stated revenue and capex projections for 2023 at its upcoming investors conference,...
Wednesday 23 August 2023
Big foundries investing more in advanced packaging
Recent statements by TSMC and Intel regarding their ambitious capital expenditure plans for advanced packaging have raised the bar for incumbent competitors and new entrants alike,...
Monday 14 August 2023
Compeq expects substantial revenue growth in 3Q23
HDI PCB manufacturer Compeq Manufacturing anticipates a significant sequential growth in third-quarter revenue. The company saw its July revenue hit an eight-month high of NT$6.03...
Monday 7 August 2023
Winbond slowing output cut, to equip new plant in 4Q23
The 30–40% reduction in output at Winbond Electronics' wafer fab in Taichung (central Taiwan) has been reduced to less than 20%, and the memory chipmaker plans to begin installing...
Friday 28 July 2023
Flexium turns conservative with 2H23 operation
Flexible PCB specialist Flexium Interconnect, during its investor meeting on July 27, pointed out that the company will focus on maintaining its profitability in the second half and...
Thursday 27 July 2023
Innolux expects 7–9% increase in large-size panel ASP in 3Q23
Innolux expects large-size panel ASP to pick up 7–9% from before in the third quarter with LCD TV panel prices continuing to stabilize and increasing procurement of IT panels,...
Wednesday 26 July 2023
Unimicron's capex further reduced, exacerbating uncertainty in the short-term PCB supply and demand
On the 26th, Unimicron held its Q2 2023 earnings conference, chaired by senior vice president Zhong Mingfeng. He mentioned that the revenue for Q3 showed only a slight increase compared...
Thursday 20 July 2023
TSMC expects 9% revenue increase in 3Q23
TSMC expects to post revenues of between US$16.7 billion and US$17.5 billion in the third quarter of 2023, which is a 9.1% sequential increase at the midpoint. Gross margin and operating...
Monday 3 July 2023
Nan Ya PCB sees 2Q23 revenue hit 12-quarter low
IC substrate supplier Nan Ya PCB saw its revenue hit a 12-quarter low of NT$10.13 billion (US$325.4 million) in the second quarter of 2023.
Monday 12 June 2023
Team Group and Phison stay cautious with 2H23 memory demand
Despite some market observers' optimism about the recovery of the memory market in the second half of 2023, Taiwan-based memory module maker Team Group and NAND controller chip maker...
Monday 12 June 2023
Strong reliability analysis demand for advanced packaging buoys iST revenue
Integrated Service Technology (iST), a specialist in IC materials analysis, has reported a 10.2% increase in revenue year-over-year from January to May, thanks to robust reliability...
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Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research