Taiwan Semiconductor Manufacturing Co. (TSMC) will remain prudent about spending this year while expanding globally to meet surging AI chip demand, as the chipmaker grapples with...
Major cloud service providers (CSPs) are releasing their quarterly earnings reports, starting with Alphabet Inc. on July 23. Microsoft, Meta Platforms, and Amazon Web Services (AWS)...
ASML executives warned of growing uncertainty in their 2026 outlook, citing escalating trade tensions and shifting customer sentiment. During the company's second-quarter 2025 earnings...
Dutch lithography equipment giant ASML announced it will release its second quarter 2025 earnings report at 2 pm Taiwan time on July 16, one day ahead of TSMC. A major concern for...
Doris Hsu, chairperson of Sino-American Silicon Products Group (SAS), indicated that the US government is likely to take about 90 days to reach a decision regarding semiconductor...
Tien Wu, chief operating officer of ASE Technology, said the company has no plans to revise its full-year capital spending despite mounting geopolitical tensions and tariff pressures...
Taiwan saw an impressive surge in exports during the first months of 2025, driven by increased capital expenditures from US cloud service providers and clients advancing order pull-ins...
LG Display announced a planned investment of approximately KRW1.26 trillion (around US$920 million) to boost its OLED technology capabilities and support its ongoing shift from LCD...
Oracle's fourth-quarter fiscal 2025 earnings call held on June 11 offered a deeper look into the company's accelerating shift toward cloud infrastructure and artificial intelligence,...
Japanese PCB maker Meiko is ramping up its capex to JPY51 billion (US$351 million) for the fiscal year ending March 2026—a 70% increase from its earlier plan—as it accelerates...
As capex simultaneously rises across foundry, outsourced semiconductor assembly and test (OSAT), and printed circuit board (PCB) sectors, C Sun Manufacturing, a specialist in PCB...
A new wave of capital expenditure is sweeping through Taiwan's electronics manufacturing sector, as major firms like Quanta Computer and Foxconn significantly raise their 2025 investment...
Despite recent reports suggesting a slowdown in US data center expansion, Alphabet, Google's parent company, has reaffirmed the strength of its cloud business. The company emphasized...
