ASE Technology Holding (ASEH) may boost its capex in 2024 due to increased spending on advanced packaging and testing capabilities. The Taiwan-based OSAT also does not rule out developing...

Microsoft reported strong quarterly results. The surge was driven by corporate demand for Microsoft's cloud and AI offerings, particularly Azure. Microsoft plans to ramp up Capex...

The launch of Google and Meta's latest self-developed chip products has fueled heated competition in the ASIC market.

Google followed the paths of other cloud majors and introduced a proprietary data center chip to reduce its reliance on a few AI chipmakers like Nvidia, Intel, and AMD, which account...