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NEWS TAGGED CAPEX
Friday 26 July 2024
TSMC Foundry 2.0 illustrates growing importance of IC backend, says ASEH
OSAT ASE Technology Holding (ASEH) has stated its enthusiasm for "Foundry 2.0," a novel concept that is designed to transform the foundry industry, which was recently announced by...
Friday 26 July 2024
NAND flash capex to slow in 2024
The world's top-3 memory chipmakers are likely to reduce their NAND flash memory capex in 2024, following two years of robust spending, according to industry sources.
Wednesday 17 July 2024
OSATs stepping up capex
OSATs have in recent years stepped up their capital expenditures and are actively implementing high-end packaging technology and chip heterogeneous integration, according to industry...
Wednesday 10 July 2024
Surging TSMC 2nm demand to spark chip investment race in 2025
According to Bloomberg citing UBS forecasts, Taiwan Semiconductor Manufacturing Company (TSMC) could spend up to US$37 billion in capex in 2025, marking a 15.6%...
Monday 8 July 2024
Upcoming TSMC earnings: AI demand, pricing hikes to draw attention
TSMC's quarterly investors conference is scheduled for July 18, with market attention focused on topics such as AI chip demand, the foundry's expected price increase, and capital...
Wednesday 26 June 2024
Passive component companies expand production for AI demand
Companies across industries, including the passive component sector, are optimistic about generative AI's business potential.
Monday 13 May 2024
Wistron significantly increases capex at Hukou site as Nvidia's next-gen GPU supply chain starts moving
In response to the production of Nvidia's new generation GPU, supply chains are starting to mobilize.
Friday 10 May 2024
ChipMOS raises capex for high-end DDI backend demand
Backend house ChipMOS Technologies has made upward revisions to its capex for the second half of 2024 in response to strong demand for high-end Display Driver ICs (DDI), according...
Wednesday 8 May 2024
IC backend houses raise 2024 capex
Taiwan-based IC backend houses including ASE Technology, Chipbond Technology, ChipMOS Technologies, King Yuan Electronics (KYEC), Powertech Technology (PTI), and Sigurd Microelectronics...
Friday 3 May 2024
PTI raises 2024 capex by 50% to boost HBM production for lucrative AI opportunities
Taiwan's top memory backend specialist Powertech Technology (PTI) has decided to sharply raise its capital expenditure for 2024 from the original NT$10 billion (US$307.22 million)...
Friday 26 April 2024
ASEH likely to raise 2024 capex; US production line possible
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...
Friday 26 April 2024
Microsoft sees record third-quarter revenue thanks to AI
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...
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.