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    Commentary: Behind Micron's bet for a long memory demand cycles
    11h 33min ago
    Interview: Qnity's Taiwan investment to focus on advanced packaging, CPO and cooling
    11h 34min ago
    GPU and ASIC new platforms to drive stronger server shipments in 2H26
    11h 34min ago
    South Korean memory makers weigh stronger profits from general DRAM than HBM
    11h 34min ago
    MCU price hike expectations drive early 1H26 pull-ins
    11h 34min ago
    iPhone 18 Pro price hike: Memory costs or margin play?
    11h 34min ago
    NEWS TAGGED CAPEX
    Monday 29 June 2026
    Wistron expands US production to meet AI server demand

    Wistron is stepping up factory spending in the US, Taiwan, and Southeast Asia to meet rising demand for AI servers. The expansion signals...

    Friday 19 June 2026
    Kioxia keeps NAND capex in check as AI inference reshapes SSD demand

    Kioxia, one of the world's major NAND flash memory suppliers, is prioritizing long-term agreements (LTAs), BiCS migration, and domestic...

    Thursday 18 June 2026
    WUS and its subsidiary keep complementary AI partnership
    A recent open letter from the UK-based fund Palliser Capital called Taiwanese printed circuit board (PCB) maker WUS Printed Circuit one of the most undervalued AI PCB companies in...
    Monday 15 June 2026
    South Korea's chip equipment players ride the HBM4 wave

    South Korea's semiconductor equipment supply chain saw a material pickup in orders in the first half of 2026 as Samsung Electronics...

    Monday 15 June 2026
    Exclusive: Wiwynn sees no AI bubble for 4 years as capex surges
    Wiwynn president William Lin says AI demand has exceeded expectations, with orders so strong that even rapid global expansion still feels too slow. The server maker is expanding capacity...
    Saturday 13 June 2026
    Commentary: The cost of over-concentration—How TSMC's liquidity dominance is reshaping Taiwan's banking system
    TSMC's financial dominance has reached unprecedented heights, with the world's leading foundry posting first-quarter 2026 profit of over NT$570 billion (approx. US$18.04 billion) and...
    Wednesday 10 June 2026
    Closed AI models face a capex reckoning as open-weight alternatives close gap, SuperAI speaker warns
    The economics of closed artificial intelligence (AI) models may be fundamentally broken, and the centralized cloud infrastructure supporting them is the next target — that was...
    Wednesday 10 June 2026
    China's CNY2tn data center plan puts domestic AI chips at the core
    Beijing is preparing a plan to spend CNY2 trillion (US$295 billion) over the next five years to build data centers across China, a move aimed at strengthening the country's domestic...
    Wednesday 10 June 2026
    TSMC's May revenue grows 30% as AI demand and tight capacity support outlook
    TSMC reported consolidated net revenue of about NT$416.98 billion (approx. US$13.2 billion) in May 2026, up 1.5% from April and 30.1% from a year earlier. The figure set a new monthly...
    Thursday 4 June 2026
    TSMC sees no sign of capex slowdown as demand stays strong
    TSMC chairman C.C. Wei told shareholders on June 4 that the company sees no reason to cut capital spending, citing strong demand for advanced chips, continuing expansion in the US,...
    Tuesday 2 June 2026
    Alphabet signals heavier AI capex cycle with US$80 billion infrastructure raise
    Alphabet said it will raise US$80 billion in equity to fund a rapid expansion of artificial intelligence infrastructure as demand for its services accelerates, signaling a more capital-intensive...
    Tuesday 2 June 2026
    Agentic AI triggers widespread computing crunch across global supply chain
    In 2026, a global compute shortage spanning chips, cloud services, servers, and data-center components is sweeping across the industry. The scarcity of compute and broad price hikes...
    Sunday 31 May 2026
    United Integrated Services sees AI capex boom extending fab order visibility to 2030
    United Integrated Services, a key fab-building partner for TSMC and Micron, said the global artificial intelligence (AI) boom is continuing to drive semiconductor capital spending...
    Friday 29 May 2026
    Foxconn shifts gears from electronics maker to physical-industries powerhouse
    Foxconn chairman Young Liu said the company is accelerating its move into electric vehicles, robotics, and smart cities, arguing that these businesses will drive its next phase of...
    Thursday 28 May 2026
    ByteDance's chip ambition grows with US$70 billion capex plan
    ByteDance is considering a sharp increase in capital spending this year as the TikTok owner pushes deeper into artificial intelligence infrastructure — a move that could make...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook