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NEWS TAGGED CAPEX
Tuesday 29 April 2025
Google sees cloud demand surpass capacity, AI now powers over 30% of code development
Despite recent reports suggesting a slowdown in US data center expansion, Alphabet, Google's parent company, has reaffirmed the strength of its cloud business. The company emphasized...
Tuesday 29 April 2025
Amkor sees no major tariff-driven pull-ins; new Apple SiP socket order may lift outlook
Amkor Technology reported falling net sales for the first quarter, driven by weakness in its communications and automotive sectors. The company said its expansion plans in Arizona...
Friday 25 April 2025
Alphabet commits to US$75 billion capex plan amid rivals cooldown in AI infrastructure investment
Alphabet Inc. reported stellar results driven by AI advancements. Facing competition from ChatGPT, the company maintains its US$75 billion AI infrastructure investment despite rumors...
Thursday 24 April 2025
Lam Research's strong results signal continued growth in chip equipment demand
Lam Research Corporation reported strong financial results for its fiscal third quarter of 2025, demonstrating significant year-over-year growth across key metrics. The company posted...
Thursday 24 April 2025
UMC expects rebounds in 2Q25, denies merger rumors with GlobalFoundries
United Microelectronics Corp. (UMC) reported a consolidated revenue of NT$57.86 billion (approx. US$1.78 billion) for the first quarter, down 4.2% sequentially but up 5.9% year-over-year...
Tuesday 22 April 2025
Alphabet's 1Q on deck: Gauging Wall Street's pulse on AI, infra spend, and legal risk
Major US tech firms are preparing to unveil their latest quarterly earnings, with Alphabet—Google's parent company—kicking things off on April 24, followed by Microsoft,...
Monday 21 April 2025
Can STMicro pivot? Legacy fab drag echoes Intel's struggle
STMicroelectronics plans to cut 3,000 jobs by 2027, timing the announcement just ahead of its first-quarter 2025 earnings call on April 24. The preemptive move appears designed to...
Monday 24 March 2025
Baidu, Alibaba, Tencent flex financial muscle as billions pour into AI race
China's tech titans—Baidu, Alibaba, and Tencent (collectively known as BAT)—are dramatically scaling up investments in artificial intelligence (AI) and capex, signaling...
Thursday 13 March 2025
Wiwynn's capex soars threefold amid record revenue, eyes Texas hub amid tariff shifts
Wiwynn, a leading server manufacturer, has expressed an optimistic outlook for its 2025 operations, a perspective bolstered by robust growth not only in AI servers but also in non-AI...
Monday 3 March 2025
Compal raises capex to NT$10 billion in 2025
Taiwanese ODM Compal Electronics has raised its capital expenditure to NT$10 billion (US$304.83 million) in 2025, up from NT$7 billion in 2024. The additional funds will primarily...
Monday 3 March 2025
Wiwynn plans new factory in US
Server ODM Wiwynn has disclosed plans to set up a new factory site in the US.
Monday 3 March 2025
GTC event sets the stage for Nvidia's AI turnaround despite forecast fumbles
Nvidia's financial outlook disappoints, missing a forecasted triple-digit year-on-year growth for the current quarter. Industry sources expect that due to the ramp-up of GB200 and...
Thursday 20 February 2025
Xintec expands investment to boost testing capacity, reshapes strategy for growth
Surging demand for artificial intelligence (AI) is pushing TSMC to expand its advanced packaging capacity. As a key testing partner, Xintec—a TSMC-affiliated outsourced semiconductor...
Wednesday 19 February 2025
Coretronic raises capex target for 2025
Coretronic, a manufacturer of LED backlight units (BLU), has raised its capital expenditure (capex) target to approximately NT$1.5 billion (approx. US$45.86 million) in 2025, up from...
Tuesday 18 February 2025
ASE to increase spending in 2025 for expansion, new Malaysia plant reportedly set to open
Global packaging and testing leader ASE Technology Holdings (ASE) expects total capital expenditure (capex) for the year to grow significantly by over 60%, primarily allocated for...