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    CXMT valuation gap highlights uncertainty over China’s DRAM push
    8h 11min ago
    Interview: Memory makers’ expansion drives up material costs and exposes FOUP shortages
    8h 11min ago
    BYD accelerates in-house chip push with 4nm Xuanji A3
    8h 11min ago
    Intel China adds day 0 support for MiniMax H3 after DeepSeek
    8h 11min ago
    L&F Plus ships first samples from South Korea’s first LFP cathode mass-production line
    8h 12min ago
    NEWS TAGGED CAPEX
    Monday 3 August 2026
    Memory makers lift capex as Kioxia holds spending to defend NAND lead
    Major memory suppliers are increasing capital spending as AI-related demand from U.S. technology companies accelerates, but Kioxia is keeping investment comparatively tight. According...
    Monday 3 August 2026
    Coretronic's OLED and auto-display gains point to steadier growth as NB weakens
    Coretronic said its OLED monitor business is gaining traction as new production lines ramp up, while car displays continue to expand. The company expects full-year OLED monitor shipments...
    Monday 3 August 2026
    AI infrastructure orders extend PCB expansion race
    Global demand for AI infrastructure is rising, and as order visibility improves, the PCB supply chain has launched a marathon of factory expansion. Upstream copper-clad laminate (CCL)...
    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...
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    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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