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    HP CEO Enrique Lores steps down; board names interim leader
    3min ago
    TI and NXP report strong results as AI data center power management boosts semiconductor packaging demand
    3min ago
    Nvidia's HBM4 tests near completion as SK Hynix ramps 1b DRAM
    4min ago
    NEWS TAGGED CAPEX
    Wednesday 4 February 2026
    VIS sees 1Q26 ASP dip amid product shifts, expects stable full-year pricing
    Vanguard International Semiconductor (VIS) held its earnings call on January 3, 2026, projecting wafer shipments to rise 1-3% quarter-over-quarter in the first quarter of 2026 as customer...
    Monday 2 February 2026
    Microsoft cuts Maia 200 chip costs by 30% amid GPU shortage and strong demand
    Microsoft reported better-than-expected revenue and profit for its fiscal second quarter 2026, but concerns linger over slowing cloud growth. Despite expanding capital expenditure...
    Sunday 1 February 2026
    CSPs ramp up AI capex as supply chain gains confidence
    The AI arms race among cloud service providers (CSPs) is intensifying rapidly. Meta has announced plans to more than double its capital expenditure in 2026 compared to 2025, while...
    Thursday 29 January 2026
    Earnings call summary: Meta expects sharp rise in capex as AI capacity becomes strategic bottleneck
    Meta is preparing for a steep increase in capital spending in 2026 as it scales AI infrastructure to support "personal superintelligence," signaling a longer-term roadmap centered...
    Thursday 29 January 2026
    Microsoft tops US$50b cloud milestone as AI capex surges and Copilot adoption accelerates

    Microsoft's earnings conference call for the fiscal second quarter of 2026 underscored a company accelerating into an AI-first era—while...

    Thursday 29 January 2026
    Meta targets 2026 for massive AI infra push following solid earnings
    Meta Platforms' latest results point to a sustained escalation in AI infrastructure investment, with capex set to rise sharply in 2026. The outlook suggests growing implications for...
    Wednesday 28 January 2026
    Macronix restarts NT$22B capex to boost MLC eMMC and NOR flash output
    Memory giant Macronix (MXIC) has decided to resume its capital expenditure plan, allocating NT$22 billion (approx. US$704 million) in 2026 to aggressively expand its severely short-supplied...
    Wednesday 28 January 2026
    TI accelerates capacity push, shrugs off memory shortages
    Texas Instruments (TI) signaled urgency around capacity planning, stressing that today's capital spending choices will determine its ability to serve demand years ahead, while downplaying...
    Tuesday 27 January 2026
    TSMC and Nvidia ignite AI growth, Taiwan supply chain accelerates expansion
    With strong demand for AI servers, TSMC—holding the vast majority of AI chip orders—is executing major expansions in advanced process technology and packaging capacity...
    Tuesday 27 January 2026
    TSMC's capex surprise reveals blind spots in semiconductor forecasting
    TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin...
    Thursday 22 January 2026
    GlobalWafers eyes quarterly revenue growth in 2026; chair sees better market than last year
    GlobalWafers chairman Doris Hsu told the media on January 21, 2026, that the company's global expansion plans are starting to pay off, with subsidiaries in Niigata and Utsunomiya,...
    Thursday 22 January 2026
    Tripod Technology targets over NT$5B in 2026 capex for Vietnam, China expansion

    PCB maker Tripod Technology said full-year 2025 revenue reached a record high, and it expects stable momentum heading into 2026 despite...

    Wednesday 21 January 2026
    Inventec doubles 2026 capex to US$1 billion to seize AI server growth opportunities
    Inventec plans to double its capital expenditure (capex) in 2026 to US$1 billion, looking to seize opportunities in the artificial intelligence (AI) server market. Company chairman...
    Monday 19 January 2026
    TSMC eyes rapid 2nm growth in 2026 through high capex and US-Taiwan expansion
    TSMC posted record fourth quarter 2025 results driven by strong demand for its 3nm and 5nm process families, with a gross margin of 62.3%, surpassing prior guidance of 59-61%. The...
    Monday 19 January 2026
    Taiwan PCB industry gearing up for record investment driven by AI cloud computing
    Taiwan's printed circuit board (PCB) industry is entering a new growth cycle fueled by a surge in cloud artificial intelligence (AI) computing orders. Manufacturers are ramping up...
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    iTCAjBest AI Awards 2026
    BIZ FOCUS
    Jan 30, 08:00
    The Future of Online Gaming Entertainment
    Friday 30 January 2026
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
    Wednesday 28 January 2026
    Ministry of Economic Affairs Launches 2026 Best AI Awards
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook