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NEWS TAGGED CAPEX
Wednesday 4 December 2024
Ibiden plans 40% output boost for AI server IC substrates in 2025
Japanese IC substrate maker Ibiden is ramping up production capacity in response to rising demand linked to generative AI, with plans centered on renovating its current facilities...
Monday 2 December 2024
MiTAC to double capex in 2025, diversifying production amid Trump 2.0
MiTAC Corporate President Billy Ho expressed optimism for 2025, though he acknowledged the significant uncertainties ahead, including geopolitical tensions and the potential impact...
Monday 25 November 2024
Global semiconductor manufacturing industry shows strong momentum in 3Q24
The global semiconductor manufacturing industry demonstrated strong momentum in the third quarter of 2024, with all key industry indicators showing positive sequential increases for...
Tuesday 12 November 2024
VIS experiences power outage at fab
On November 11, specialty IC foundry Vanguard International Semiconductor (VIS) encountered a 24-minute power interruption at Fab 3 in Taoyuan, northern Taiwan. The cleanroom was...
Tuesday 5 November 2024
Meta ups investment in AI and XR despite rising losses, eyes 2025 growth
Meta Platforms has raised its 2024 capex forecast to between US$38 billion and US$40 billion, slightly above its earlier projection of US$37 billion to US$40 billion. This adjustment...
Wednesday 30 October 2024
Macronix chairman doubts 2025 demand recovery but better than 2024
Macronix International, a mask ROM and flash memory chipmaker, expects its operations to improve in 2025 compared to this year, but demand will not fully recover, according to company...
Thursday 17 October 2024
TSMC expects 13% revenue growth in 4Q24
TSMC has disclosed that its third-quarter revenue and margins surpassed the guidance it provided three months ago. The pure-play foundry anticipates a 13% sequential increase in revenue...
Tuesday 15 October 2024
OSATs budget more capex in 2024 than 2023
Prominent OSATs have allocated a greater capital expenditure for 2024 compared to 2023, suggesting that their existing production capacity for advanced packaging is still limited,...
Tuesday 15 October 2024
TSMC outlook and key client orders to garner focus at upcoming investor meeting
TSMC will hold an investor meeting on October 17 to review the company's business and market projections, as well as updates on its capital expenditure strategy for the current yea...
Friday 20 September 2024
Walsin posts record PCB capex in 2024
The total capex of Walsin Technology's printed circuit board (PCB) affiliates including Global Brands Manufacture (GBM), HannStar Board, and Info-Tek (ITC) is anticipated to surpass...
Wednesday 18 September 2024
Taiwan wafer foundry industry, 3Q 2024

Introduction

Thursday 29 August 2024
Cloud capex expected to remain strong despite Nvidia's slowing data center growth
Despite delivering a strong performance that exceeded estimates, Nvidia's guidance fell short of the lofty expectations held by those anticipating an unabated AI boom. Analysts believe...
Wednesday 28 August 2024
US CSPs expected to further raise capex in 2025
Major US-based cloud service providers (CSPs) have estimated their 2024 capex will increase by at least 35% year-over-year, with research firms expecting the amounts to rise further...
Friday 23 August 2024
TSMC 3/5nm nodes poised to generate over NT$1 trillion in revenue by 3Q24
TSMC is likely to see its 3nm and 5nm nodes generate more than NT$1 trillion (US$31.02 billion) in total revenue in the first three quarters of this year, as the foundry house's sales...
Friday 16 August 2024
Applied Materials upbeat despite Intel's capex cuts; expects strong Chinese demand for packaging and testing despite lower sales contribution
On August 15, Applied Materials held an earnings call, noting that Intel's planned reduction in capital expenditures is expected to have minimal impact on the company. Applied Materials...