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    India's first telecom manufacturing zone to land in Madhya Pradesh
    0min ago
    Microsoft Windows price hikes add to PC cost pressure in 2026
    2min ago
    AUO names current CFO president as Frank Ko steps down
    3min ago
    LG Electronics' strong 2Q26 underscores push into robotics and AI infrastructure
    4min ago
    AI server boom reshapes MLCC pricing as capacity shifts upmarket
    6min ago
    CHPT raises 2026 capex to NT$500M
    7min ago
    Semco reportedly expands SoulBrain partnership to advance glass substrate materials for AI chip packaging
    7min ago
    Delta Electronics raises 2026 capex to NT$70B, sees AI-related sales topping 25% of total
    7min ago
    Intel's rare Atom IP deal gives RosaicLabs a shortcut to custom x86 chips
    8min ago
    AI strains mature-node and packaging capacity, leaving chip designers with orders but no supply
    11min ago
    Why Shanghai is becoming China’s center for lithography
    Jul 30, 18:05
    Beijing’s AI hub takes shape as Moonshot and Z.ai vie for talent and capital
    Jul 30, 18:05
    Beyond compute: how memory and storage became the next contested field of automotive semiconductors
    Jul 30, 18:05
    Research Insight: What CXMT IPO signals amid DRAM industry shift
    Jul 30, 18:04
    NEWS TAGGED CAPEX
    Friday 31 July 2026
    Amazon's accelerating cloud growth reinforces AI investment case despite heavier spending outlook
    Amazon reported stronger-than-expected second-quarter results as accelerating growth at its cloud computing business underscored rising demand for artificial intelligence services...
    Friday 31 July 2026
    UMC raises capex to US$2B, eyes AI SiPh
    UMC said on July 29 that it will raise 2026 capex from US$1.5 billion to US$2 billion, while unveiling expansion plans in Singapore and a new fab in STSP. The foundry also disclosed...
    Wednesday 29 July 2026
    SK Hynix keeps US and Japan expansion options open despite KRW40T capex plan
    SK Hynix is advancing a high-KRW40s trillion capital expenditure plan for 2026 to expand AI memory capacity, but has stopped short of committing to new production investments in the...
    Wednesday 29 July 2026
    Non-core parts makers delay Southeast Asia capex as China-US tensions ease
    Geopolitical tensions and the US-China trade war are pushing global supply chains to shift their priorities from efficiency toward resilience and security. But for non-core components...
    Tuesday 28 July 2026
    Google TPU surge and Meta capacity push fuel CSP capex wave
    AI demand and whether the boom is heading into a bubble are back in focus, and capital expenditure by cloud service providers (CSPs) and their supply chains is emerging as a key gauge...
    Monday 27 July 2026
    TIER lifts Taiwan 2026 growth forecast and flags AI bubble risks
    Taiwan Institute of Economic Research raised its forecast for Taiwan's 2026 gross domestic product (GDP) growth to 10.38% and said the artificial intelligence investment boom has become...
    Saturday 25 July 2026
    89 fabs by 2030, 50 more by 2035: chip industry spreads risk through global collab

    AI infrastructure investment is reaching unprecedented levels, with estimates showing it will lift global semiconductor output past...

    Friday 24 July 2026
    Google raises capex outlook as compute demand stays tight, boosting Foxconn
    Alphabet, Google's parent company, has raised its capital expenditure forecast to US$195-205 billion and signaled a significant increase again in 2027, while openly saying that AI...
    Friday 24 July 2026
    Intel says supply, not demand, is its ceiling as it lifts 2026 capex above US$20 billion
    Intel used its second-quarter 2026 earnings call on July 23 to argue that its biggest problem is no longer winning demand but building enough capacity to fill it, telling analysts...
    Tuesday 21 July 2026
    TSMC sees structural AI growth, expands Arizona capex

    TSMC Chief Financial Officer Wendell Huang said the company expects AI chip demand to remain strong for years, prompting it to keep...

    Tuesday 14 July 2026
    Tripod posts record second-quarter revenue as 2026 capex plan tops NT$10 billion
    Tripod Technology said its business stayed strong in the first half of 2026, helping second-quarter revenue hit a new quarterly high. June sales still topped NT$8 billion (approx....
    Monday 13 July 2026
    Nanya lifts long-term capacity to 50%, eyes 4x capex in 2027
    Memory chipmaker Nanya said its second-quarter 2026 operations hit a record high, with President Pei-Ing Lee saying signed long- and short-term agreements now account for 50% of total...
    Sunday 12 July 2026
    Taiwan PCB leaders launch fundraising wave for AI data centers

    Taiwan's PCB industry is entering a new expansion cycle as investment in AI data centers and other emerging applications accelerates...

    Wednesday 8 July 2026
    HVDC power to ramp up in 2H26, as Delta eyes momentum in AI power systems
    US cloud service providers (CSPs) are continuing to expand AI-related capex, which has in turn driven up data center server rack specifications and power architectures. As a result...
    Tuesday 7 July 2026
    Fulltech's Thailand plant targets AI and satellite demand
    Fulltech held the groundbreaking ceremony for phase one of its new Thailand plant on July 5, 2026, with chairman Yuan-Pin Chang saying the project will require about NT$3.1 billion...
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    Research Report Database
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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