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    NEWS TAGGED CAPEX
    Friday 25 July 2025
    Lip-Bu Tan’s Intel pivots harder toward austerity in latest earnings report

    Intel CEO Lip-Bu Tan has launched a sweeping campaign of fiscal restraint, marking a sharp break from the ambitious expansionism of his...

    Thursday 24 July 2025
    From search to smart glasses: Alphabet bets big on AI agents
    Alphabet CEO Sundar Pichai said AI is "positively impacting every part of the business," citing growing adoption of Gemini models, momentum in agentic AI, and strong user engagement...
    Thursday 24 July 2025
    SK Hynix rides DRAM wave, doubles down on HBM with capex boost
    SK Hynix reported second-quarter 2025 revenue of KRW22.23 trillion (US$16.17 billion), up 35% year-over-year, driven by surging demand for AI and high-performance DRAM. The company...
    Thursday 24 July 2025
    Alphabet opens its wallet for AI supremacy
    On July 23, Alphabet Inc. reported robust second-quarter 2025 financial results, marked by double-digit revenue growth and a sharp increase in capex. The company posted revenue of...
    Wednesday 23 July 2025
    TI notes slower growth in automotive market, reaffirms 2025 capex plan
    Texas Instruments' management struck a cautious tone during its second-quarter 2025 earnings call, highlighting signs of cyclical recovery across most end markets while acknowledging...
    Monday 21 July 2025
    TSMC pledges prudence as it pursues US$165b US expansion
    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...
    Monday 21 July 2025
    CSP giants prepare to report latest earnings amid AI and supply chain scrutiny
    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)...
    Thursday 17 July 2025
    ASML flags rising uncertainty in 2026 outlook amid tariff concerns
    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...
    Tuesday 15 July 2025
    Under Trump tariff pressure, ASML relies on TSMC while Intel and Samsung struggle
    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...
    Tuesday 1 July 2025
    US semiconductor tariff decision expected by 3Q25, says SAS
    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...
    Thursday 26 June 2025
    ASE’s COO bets on Taiwan’s AI strength, calls TSMC’s U.S. push decisive
    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...
    Monday 23 June 2025
    US semiconductor tariffs could backfire on American tech giants, claims senior Taiwan official
    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...
    Saturday 21 June 2025
    Sigurd lifts capex by 75% to chase AI smartphone boom, BIS-driven test orders

    Riding a wave of demand driven by AI smartphones, servers, ASICs, optical transceivers, and networking gear, Taiwan-based IC testing...

    Thursday 19 June 2025
    LG Display plans huge investment to boost OLED technology through 2027
    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...
    Thursday 12 June 2025
    Oracle leans on Stargate, massive deal to justify record capex and AI cloud bets
    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,...
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    Research Report Database
    BIZ FOCUS
    Jul 9, 10:42
    TRI unveils new multi-camera AOI, TR7500 SIII Ultra
    Wednesday 9 July 2025
    How distribution is evolving in 2025
    Wednesday 9 July 2025
    AI apprentice available online; Profet AI facilitates manufacturing transformation and resolves industry challenges
    Monday 30 June 2025
    Why age verification online is facing more scrutiny in 2025
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES