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    Alibaba Cloud pushes modular data centers in Wulanchabu
    Aug 13, 18:37
    Eternal Precision Mechanics accelerates advanced packaging push with wafer lamination
    Aug 13, 18:37
    Alibaba Cloud’s five super data centers shift into AI compute battlefields
    Aug 13, 18:37
    NEWS TAGGED CAPEX
    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...
    Tuesday 11 August 2026
    Taiwan's AI server supply chain posts record July as growth spreads down the component tier

    The latest indication of global demand for AI hardware comes not from a hyperscaler capex presentation, but from unaudited monthly...

    Thursday 6 August 2026
    Nanya Technology raises 2026 capex 34% to accelerate Fab 5A build-out
    Nanya Technology's board of directors approved several resolutions on August 5, including a plan to accelerate capacity build-out at its new Fab 5A by raising its 2026 capital expenditure...
    Thursday 6 August 2026
    Wistron reports strong first-half profit and expands AI capex in Taiwan and the US
    Wistron said on August 4 that it delivered strong first-half 2026 results and expects artificial intelligence demand to remain robust in the second half. The Taiwan-based electronics...
    Wednesday 5 August 2026
    SpaceX's first earnings as a public company show an AI bet outrunning its cash generation
    SpaceX's debut quarterly report as a listed company laid out the scale of the wager it is making on artificial intelligence compute, a business now large enough to reshape the group's...
    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...
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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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