News tagged capex at DIGITIMES

NEWS TAGGED CAPEX

Friday 31 July 2026

Delta Electronics eyes HVDC shipments in 4Q26, scale-up in 2027

Delta Electronics expects capital spending to rise to roughly NT$70 billion(US$2.17 billion) in 2026 from NT$46.1 billion(US$1.43 billion)...

Friday 31 July 2026

US CSP leaders keep capex growth as AI monetization deepens

Concerns over whether AI is a bubble hinge on two key questions: can related investments be monetized, and will cloud service providers (CSPs) keep expanding capital spending? Based...

Friday 31 July 2026

Amazon lifts 2026 capex to US$220 billion, pins the increase on memory prices

Amazon has raised its 2026 capital expenditure plan by roughly US$20 billion and attributed the increase to a single input cost: me...

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...

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Jul 30, 08:00

EDOM Accelerates Edge AI Deployment with NVIDIA Technologies

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