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    Resonac develops 12-inch SiC substrate to target AI and EV demand
    6h 14min ago
    High-end GPUs may be slowing China’s AI compute expansion
    6h 14min ago
    2026 smartphone SoC battle centers on NPU as vendors boost cores and memory for agentic AI
    6h 14min ago
    LGES and Samsung SDI ESS orders reportedly fill two years of North America capacity
    6h 14min ago
    Analysis: China's 15th five-year plan spotlights diamond materials for AI cooling
    6h 14min ago
    NEWS TAGGED CAPEX
    Thursday 17 September 2026
    SK Hynix shifts supply chain planning for AI capex boom

    AI-driven capacity expansion is pushing up demand for semiconductor equipment, and SK Hynix is strengthening supply chain management...

    Tuesday 15 September 2026
    Global data center capex could reach US$31.6 trillion by 2050 as AI demand surges
    PwC and Oxford Economics jointly released their Global Data Centre Outlook 2026–50 in early September, projecting cumulative global...
    Friday 11 September 2026
    Oracle turns its AI build-out into a delivery number, the cost lands where management said it would

    Oracle used its fiscal 2027 first-quarter earnings call to recast the question about its AI infrastructure business from whether demand...

    Thursday 10 September 2026
    Wiwynn sees AI server shipments to overtake general-purpose servers in 3Q26
    Wiwynn Corporation said AI server shipments will overtake general-purpose server shipments in the third quarter of 2026, with the two expected to account for roughly half each, while...
    Wednesday 9 September 2026
    Asia Vital revenue hits record as US CSP ASIC server demand climbs
    Asia Vital said August 2026 revenue rose to NT$512 million, up 29.10% year over year, as shipments of ASIC servers to a US cloud service provider customer continued to increase. The...
    Thursday 3 September 2026
    Intel pre-funds EMIB-T and CPU capacity, will address DRAM through partners rather than fabs
    Intel's US$23 billion equity raise in August was pre-funding for a capacity build driven by demand and process confidence rather than distress, chief financial officer David Zinsner...
    Tuesday 1 September 2026
    JCET lifts 2026 capex to CNY10 billion as AI packaging demand outruns forecasts
    JCET Group is sharply increasing spending as demand for artificial intelligence strains advanced packaging capacity worldwide. The Chinese chip tester and assembler said the shift...
    Friday 28 August 2026
    AI packaging race heats up: Taiwan OSATs plan US$14.6 billion capex

    The AI investment cycle is spreading from leading-edge wafer fabrication into semiconductor packaging and testing, with Taiwan's largest...

    Friday 28 August 2026
    Pioneering sustainable water solutions in Asia-Pacific data centers
    At the Sustainability Environment Asia Conference 2026, Gunalan Kaniasan, principal for water resources in Asia-Pacific and Japan (APJC) at AWS, outlined strategies for water sustainability...
    Friday 28 August 2026
    Analysis: Nvidia beats, Taiwan wins — and hyperscalers race to make AI pay
    Nvidia reported revenue of US$96.221 billion in the second quarter of fiscal 2027, more than doubling from a year earlier and underscoring the global rush to build AI infrastructure...
    Thursday 27 August 2026
    Chart: Hyperscale capex dollar is buying less Nvidia than it did one year ago
    The five largest cloud operators spent US$181.5 billion on property and equipment in the June quarter, 87% more than a year earlier. Nvidia's hyperscale revenue was US$48.7 billion...
    Tuesday 25 August 2026
    Foxconn scales AI server production in US and Mexico, keeps Asia expansion diversified
    AI server demand and the continued regionalisation of global supply chains are keeping Foxconn's capital spending on an upward trajectory in 2026, with the company maintaining its...
    Friday 21 August 2026
    Top 4 CSPs boost AI infrastructure; volume ramping of 800G switches fuels Accton's growth
    Major global cloud service providers (CSPs) continue to scale up investments in AI infrastructure. According to the latest DIGITIMES research report, combined capital expenditures...
    Wednesday 19 August 2026
    TAITRA Chair: Taiwan's economy relies on AI capex; warns of weak ROI risk
    Speaking at the opening of the 2026 Taiwan Artificial Intelligence Conference on August 18, Taiwan External Trade Development Council (TAITRA) Chairman James C.F. Huang urged engineering...
    Wednesday 19 August 2026
    Tech giants' AI commitments reach US$3 trillion beyond balance sheets
    Alphabet, Meta, Amazon, Microsoft and other major technology companies have accumulated as much as US$3 trillion in off-balance-sheet commitments tied to AI infrastructure, according...
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    BIZ FOCUS
    Sep 14, 08:00
    Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
    Monday 14 September 2026
    Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
    Friday 11 September 2026
    DAS Expands in Taiwan and Unveils World First at SEMICON
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