News tagged capex at DIGITIMES

NEWS TAGGED CAPEX

Friday 14 August 2026

Research insight: Delta, Lite-on raise capex to 9% of revenue in AI data center power race

The speed of AI data center deployment is raising the bar for power and cooling suppliers. Chipmakers such as Nvidia and AMD are refreshing platforms annually, with each generation...

Thursday 13 August 2026

Quanta raises 2026 capex to NT$40B as AI visibility runs to 2028

Quanta Computer told investors at its August 13 earnings call that customer AI product roadmaps and order visibility now extend into...

Thursday 13 August 2026

ChipMOS lifts capex for 2026-2027 on memory and AI ASIC growth

ChipMOS said strong demand for automotive panels and memory products drove revenue and profit to record highs in the second quarter...

Thursday 13 August 2026

Tencent steps up AI infrastructure spending as compute costs cut into near-term profit

Tencent Holdings reported second-quarter 2026 revenue of CNY204.8 billion (US$30.30 billion), up 11% year-on-year, as it sharply increased artificial intelligence (AI) infrastructure...

Wednesday 12 August 2026

Foxconn's profit growth outpaces capex; no equity raise planned for 2027 buildout

Foxconn told investors on August 12 that its earnings are now growing faster than the spending required to expand AI server capacity — and that it can fund a bigger 2027 buildout...

Tuesday 11 August 2026

Taiwan's AI server supply chain posts record July as growth spreads down the component tier

The latest indication of global demand for AI hardware comes not from a hyperscaler capex presentation, but from unaudited monthly...

Thursday 6 August 2026

Nanya Technology raises 2026 capex 34% to accelerate Fab 5A build-out

Nanya Technology's board of directors approved several resolutions on August 5, including a plan to accelerate capacity build-out at its new Fab 5A by raising its 2026 capital expenditure...

Thursday 6 August 2026

Wistron reports strong first-half profit and expands AI capex in Taiwan and the US

Wistron said on August 4 that it delivered strong first-half 2026 results and expects artificial intelligence demand to remain robust in the second half. The Taiwan-based electronics...

Wednesday 5 August 2026

SpaceX's first earnings as a public company show an AI bet outrunning its cash generation

SpaceX's debut quarterly report as a listed company laid out the scale of the wager it is making on artificial intelligence compute, a business now large enough to reshape the group's...

Monday 3 August 2026

Memory makers lift capex as Kioxia holds spending to defend NAND lead

Major memory suppliers are increasing capital spending as AI-related demand from U.S. technology companies accelerates, but Kioxia is keeping investment comparatively tight. According...

Monday 3 August 2026

Coretronic's OLED and auto-display gains point to steadier growth as NB weakens

Coretronic said its OLED monitor business is gaining traction as new production lines ramp up, while car displays continue to expand. The company expects full-year OLED monitor shipments...

Monday 3 August 2026

AI infrastructure orders extend PCB expansion race

Global demand for AI infrastructure is rising, and as order visibility improves, the PCB supply chain has launched a marathon of factory expansion. Upstream copper-clad laminate (CCL)...

Friday 31 July 2026

Delta Electronics eyes HVDC shipments in 4Q26, scale-up in 2027

Delta Electronics expects capital spending to rise to roughly NT$70 billion(US$2.17 billion) in 2026 from NT$46.1 billion(US$1.43 billion)...

Friday 31 July 2026

US CSP leaders keep capex growth as AI monetization deepens

Concerns over whether AI is a bubble hinge on two key questions: can related investments be monetized, and will cloud service providers (CSPs) keep expanding capital spending? Based...

Friday 31 July 2026

Amazon lifts 2026 capex to US$220 billion, pins the increase on memory prices

Amazon has raised its 2026 capital expenditure plan by roughly US$20 billion and attributed the increase to a single input cost: me...

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Jul 30, 08:00

EDOM Accelerates Edge AI Deployment with NVIDIA Technologies

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