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Wednesday 14 August 2024
ChipMOS expects capex-to-revenue ratio to reach 20% in 2024
Backend house ChipMOS Technologies expects its capex-to-revenue ratio to rise from 15% to 20% in 2024, with increased investment in upgrading memory testing capabilities and adding...
Thursday 8 August 2024
Issues with Blackwell have yet to deter big tech from investing in Nvidia AI chips
Nvidia has encountered engineering obstacles in developing two next-gen advanced chips, slowing down the product release pace that would expand its leading position in the AI computing...
Wednesday 7 August 2024
Intel's telecommunications division likely to face brunt of Intel's massive cost-cutting
Intel recently released a disappointing earnings report, revealing declines in both revenue and operating margin. The company announced comprehensive cost-cutting plans, including...
Monday 5 August 2024
Winbond scaling up DDR4 chip output
Winbond Electronics, a specialty DRAM and flash memory chipmaker, has begun ramping up its DDR4 chip output in the second half of 2024, with the memory output increase expected to...
Friday 2 August 2024
Intel announces cost reduction plan, expects to reduce tile production outsourcing to TSMC in 2026
Intel has unveiled a cost reduction plan involving significant layoffs, substantial cuts in operating expenses, and a sharp reduction in capital expenditures (capex). The announcement...
Friday 2 August 2024
Amazon to ramp up capex for AWS and AI
Amazon's AWS division continued to gain momentum despite reporting lower-than-expected revenue. The company plans to boost its capital expenditures to accommodate the growing demand...
Wednesday 31 July 2024
Microsoft reports cloud revenue growth slowdown, plans increased capex to meet AI demand
Microsoft reported a deceleration in its cloud business growth for the fourth quarter of fiscal 2024, which ended in June. Despite this, CEO Satya Nadella emphasized that generative...
Friday 26 July 2024
TSMC Foundry 2.0 illustrates growing importance of IC backend, says ASEH
OSAT ASE Technology Holding (ASEH) has stated its enthusiasm for "Foundry 2.0," a novel concept that is designed to transform the foundry industry, which was recently announced by...
Friday 26 July 2024
NAND flash capex to slow in 2024
The world's top-3 memory chipmakers are likely to reduce their NAND flash memory capex in 2024, following two years of robust spending, according to industry sources.
Wednesday 17 July 2024
OSATs stepping up capex
OSATs have in recent years stepped up their capital expenditures and are actively implementing high-end packaging technology and chip heterogeneous integration, according to industry...
Wednesday 10 July 2024
Surging TSMC 2nm demand to spark chip investment race in 2025
According to Bloomberg citing UBS forecasts, Taiwan Semiconductor Manufacturing Company (TSMC) could spend up to US$37 billion in capex in 2025, marking a 15.6%...
Monday 8 July 2024
Upcoming TSMC earnings: AI demand, pricing hikes to draw attention
TSMC's quarterly investors conference is scheduled for July 18, with market attention focused on topics such as AI chip demand, the foundry's expected price increase, and capital...
Wednesday 26 June 2024
Passive component companies expand production for AI demand
Companies across industries, including the passive component sector, are optimistic about generative AI's business potential.
Monday 13 May 2024
Wistron significantly increases capex at Hukou site as Nvidia's next-gen GPU supply chain starts moving
In response to the production of Nvidia's new generation GPU, supply chains are starting to mobilize.
Friday 10 May 2024
ChipMOS raises capex for high-end DDI backend demand
Backend house ChipMOS Technologies has made upward revisions to its capex for the second half of 2024 in response to strong demand for high-end Display Driver ICs (DDI), according...
Holtek
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research