Out in Front
Monday 15 April 2024
CSP giants' AI capital spending fuels ASIC market growth
The launch of Google and Meta's latest self-developed chip products has fueled heated competition in the ASIC market.
Wednesday 10 April 2024
Google unveils first Arm-based data center CPU to reduce its reliance on AI chipmakers amid surging Capex
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...
Thursday 28 March 2024
Semiconductors and EVs expected to propel Capex rise in India
As India progresses in its Make-in-India initiative, particularly regarding semiconductor manufacturing, experts believe it will enter a period when investment begins to pick up.
Thursday 14 March 2024
Wistron to focus 2024 capex on AI
ODM Wistron Chairman Simon Lin stated the company set its capex for 2024 at US$14 billion, of which 50% would be invested in its Taiwan-based facilities where AI is the focus.
Tuesday 27 February 2024
Unimicron increases 2024 capex target with AI as key growth engine
In response to its mid-term expansion strategy, Unimicron Technology has upped its capex goal for this year by NT$6.9 billion (US$218.8 million) to NT$24.2 billion, a nearly 40% increase,...
Thursday 15 February 2024
China-based companies overtake EU peers in R&D spending, CSPs see surge in Capex
The latest EU data shows that China-based companies scaled up their R&D investments in recent years. Companies based in the US ramped up their capital expenditures (Capex) as...
Wednesday 7 February 2024
SMIC sees first sales rise in four quarters, anticipates flat Capex in 2024
US-sanctioned SMIC reported its first sales growth in four quarters. Its profit halved amid a semiconductor downturn, with utilization rates remaining low.
Friday 2 February 2024
OSAT ASEH to boost advanced packaging capability
ASE Technology Holding (ASEH) will be stepping up its advanced packaging and testing capabilities in the second half of 2024, when a new cycle begins after the completion of inventory...
Friday 26 January 2024
Tesla earnings report: 3 things to watch
Tesla's earnings call on January 24 garnered great attention amid the intense competition between Tesla and BYD in the electric vehicle (EV) sector.
Friday 19 January 2024
TSMC to see revenue increase 21-25% in 2024
Taiwan Semiconductor Manufacturing Company (TSMC) expects its revenue in US dollars to increase 21-25% this year, exceeding the foundry market average of 20%.
Thursday 11 January 2024
PTI to boost capital spending in 2024
Backend house Powertech Technology (PTI) expects to increase its 2024 capex to more than NT$10 billion (US$321 million), up from NT$7-8 billion in 2023, as it eyes growth opportunities...
Friday 5 January 2024
TSMC outlook, global fab deployments to draw market attention at upcoming investor meeting
TSMC will host an investor meeting on January 18, marking the return of its physical conference after nearly four years of conference calls. The upcoming investor meeting will be...
Friday 8 December 2023
Samsung and SK Hynix planning for 2024 capex; key factors will be 'improve and reuse'
Samsung Electronics and SK Hynix are considering several capex plans for 2024, with the emphasis expected to lean toward reducing costs associated with the transition to advanced...
Tuesday 14 November 2023
How SMIC takes advantage of the semiconductor industry business downcycle for capacity expansion
The most notable point from China's leading foundry SMIC's Q3 conference recently was its counter-trend upward revision of the 2023 capital expenditure to a substantial $7.5 billion...
Friday 10 November 2023
SMIC 3Q23 operating income falls 81% but persists with ambitious capex plan
China-based SMIC reported a worsened performance across the board in its quarterly results, signaling a recovery that may come later in the semiconductor industry. SMIC's capital...
Summary of Tech Supply Chain News!
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research
Taiwan server industry experiences decline in 2023 revenues and shipments; poised to see growth in 2024, says DIGITIMES Research