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    NEWS TAGGED CAPEX
    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...
    Tuesday 18 August 2026
    Asus lifts server outlook, Supermicro orders hit record highs as Nvidia gears up to beat guidance

    Concerns over whether the AI surge is a bubble continue to linger. However, recent indicators—from Nvidia's latest capital initiatives...

    Tuesday 18 August 2026
    AI server supply chain ramps up capital, talent, and capacity
    The AI server supply chain continues to expand capital expenditures, pouring in cash, building factories, and hiring aggressively, to heighten barriers to entry. On top of rapid product...
    Friday 14 August 2026
    Research insight: Delta, Lite-on raise capex to 9% of revenue in AI data center power race
    The speed of AI data center deployment is raising the bar for power and cooling suppliers. Chipmakers such as Nvidia and AMD are refreshing platforms annually, with each generation...
    Thursday 13 August 2026
    Quanta raises 2026 capex to NT$40B as AI visibility runs to 2028

    Quanta Computer told investors at its August 13 earnings call that customer AI product roadmaps and order visibility now extend into...

    Thursday 13 August 2026
    ChipMOS lifts capex for 2026-2027 on memory and AI ASIC growth

    ChipMOS said strong demand for automotive panels and memory products drove revenue and profit to record highs in the second quarter...

    Thursday 13 August 2026
    Tencent steps up AI infrastructure spending as compute costs cut into near-term profit
    Tencent Holdings reported second-quarter 2026 revenue of CNY204.8 billion (US$30.30 billion), up 11% year-on-year, as it sharply increased artificial intelligence (AI) infrastructure...
    Wednesday 12 August 2026
    Foxconn's profit growth outpaces capex; no equity raise planned for 2027 buildout
    Foxconn told investors on August 12 that its earnings are now growing faster than the spending required to expand AI server capacity — and that it can fund a bigger 2027 buildout...
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    BIZ FOCUS
    Aug 27, 08:00
    ASMPT Showcases Advanced Packaging Innovation at SEMICON Taiwan 2026
    Tuesday 25 August 2026
    Conquer Advances Circuit Protection for AI Power With 50 Years of Expertise
    Tuesday 25 August 2026
    CYP Launches 4K60 Seamless Matrix Switcher to Simplify Multi-Source Operation
    Monday 24 August 2026
    STMicroelectronics Unveils ISO 21780-Compliant 48V Pre-Driver with 8-Channel Flexibility
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