News tagged capex at DIGITIMES

NEWS TAGGED CAPEX

Friday 16 January 2026

Research Insight: Taiwanese network vendors face mounting cost pressures from memory shortages

The surge in artificial intelligence (AI) applications has pushed cloud service providers to increase capital expenditures on data centers, prompting major memory manufacturers to...

Thursday 15 January 2026

In depth: Why TSMC believes AI demand justifies record capex and long-term risk

TSMC used its earnings call for the fourth quarter of 2025 to deliver one of its most bullish outlooks in years, arguing that artificial...

Thursday 15 January 2026

TSMC forecasts nearly 30% revenue growth in 2026 as AI drives strong margins and capex surge

TSMC held its earnings conference call on January 15, 2026, and guided for the first quarter. The company expects revenue to range between US$34.6–35.8 billion. Gross margin...

Thursday 1 January 2026

2026 AI server demand tied to profitable AI as unmonetizable projects stall

As AI adoption accelerates, global and US economies in 2025 have been increasingly driven by technology companies' investments in AI infrastructure. Analysts warn that next year's...

Tuesday 23 December 2025

ByteDance reportedly to increase 2026 capex with major focus on AI chips

ByteDance is preparing to raise its capex to CNY160 billion (approx. US$22.70 billion) in 2026, allocating over half of this amount, CNY85 billion, towards purchasing artificial intelligence...

Thursday 18 December 2025

SYNergy ScienTech targets drone battery market after BBU expansion

Lithium battery maker SYNergy ScienTech is eyeing the growing demand for batteries in drones and unmanned vehicles by investing in related product development in 2025. With R&D...

Thursday 18 December 2025

Micron's HBM4 production set on 1-beta process as India ATMP ramp slips to 2026

In a post-earnings analyst call on December 17, 2025, Micron Technologies outlined plans for capital expenditure in fiscal year 2026, driven by global construction projects and the...

Thursday 18 December 2025

Micron hikes FY26 capex to US$20b to accelerate HBM and US fab output

Micron Technology is ramping up capital spending to address tightening memory supply, raising fiscal 2026 capex to about US$20 billion as it accelerates investments in high-bandwidth...

Friday 12 December 2025

Oracle's rising debt and capital spending in AI hardware push prompt mixed reactions

Oracle's fiscal second-quarter report for 2025 showed increased borrowing and shrinking free cash flow as the company expands from software into artificial intelligence (AI) hardware...

Thursday 27 November 2025

China's tech giants 'BAT' invest billions to debunk AI bubble claims

China's leading tech giants, Baidu, Alibaba, and Tencent, known collectively as "BAT", have committed massive capital expenditures totaling hundreds of billions of CNY to expand AI...

Thursday 27 November 2025

Fusion Worldwide: The Three Resources That Actually Gate AI Progress Right Now

From TSMC to SK hynix, every Q3 2025 earnings call delivered the same sobering message, the AI build-out is being throttled by three physical choke points that no amount...

Friday 21 November 2025

Microsoft, AWS, and Alphabet ramp up AI spending, altering financial structures and market valuations

Microsoft, Amazon Web Services (AWS), and Alphabet Inc. have sharply increased capex on artificial intelligence (AI) in recent years, leading to depleted cash reserves and rising debt...

Wednesday 19 November 2025

Gold Circuit Electronics approves NT$8.5 billion for factory rebuild and Thailand expansion

Gold Circuit Electronics (GCE), a major manufacturer of networking and server printed circuit boards (PCBs), announced the approval of two capex projects totaling NT$8.5 billion (approx...

Wednesday 19 November 2025

Nan Pao Resins bets on semiconductor adhesives as next major growth engine

Taiwan's Nan Pao Resins Chemical expects semiconductor adhesives to become a major growth driver and has elevated the segment to a top strategic priority. This shift follows the establishment...

Tuesday 18 November 2025

OSE plans price hikes and capacity expansion as memory market tightens

Orient Semiconductor Electronics (OSE) said the global memory industry has shifted decisively into a "seller's market," prompting the company to pass higher costs to customers and...

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Jan 6, 16:39

MSI Unveils Full Lineup of AI Products at CES 2026

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook