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NEWS TAGGED CAPEX
Wednesday 12 February 2025
SMIC faces profit decline amid rising competition and low returns from high-end chip manufacturing
Despite a surge in sales, SMIC is still facing a decline in profit due to increasing competition from other Chinese foundries. Additionally, the company remains committed to supporting...
Saturday 8 February 2025
Samsung likely to reduce foundry investments amid competitors' expenditure boost
International foundry players including TSMC, SMIC, and GlobalFoundries (GF) are expected to either maintain or increase their capital expenditure in 2025, focusing on expanding capacity...
Friday 7 February 2025
Cloud giants see slower growth amid shifting AI investment plans
Recent financial reports reveal decelerating revenue growth for leading cloud service providers, despite maintaining double-digit expansion. Industry perspectives are being shaped...
Friday 7 February 2025
Amazon acknowledges FX impacts, sees promise in DeepSeek and AI inference
During the earnings call that followed the release of Amazon's financial results, senior executives acknowledged the adverse effects of foreign exchange fluctuations while expressing...
Friday 7 February 2025
Microchip reports falling sales amid slowing global economy; revises capex plans downward
On February 6, US-based MCU and analog chip developer Microchip Technology released a fourth-quarter net sales prediction that did not meet the average estimates from analysts.
Wednesday 5 February 2025
Google Cloud revenue slows amid intensifying AI competition
Alphabet's most recent earnings report indicates that its cloud business is beginning to show signs of slowing amidst growing competition in the AI sector. Nevertheless, the company...
Wednesday 5 February 2025
Alphabet acknowledges DeepSeek's advancements, stresses competitive edge in AI efficiency
Alphabet is intensifying its focus on AI by allocating more resources and integrating AI into its products. Consequently, the company has decided to increase its capex. This decision...
Thursday 23 January 2025
Samsung reportedly halves foundry capex amid order shortage
Samsung Electronics plans to drastically reduce capital expenditure for its wafer foundry business by more than half in 2025, as the company grapples with a lack of customer orders...
Thursday 16 January 2025
6 key takeaways from TSMC's earnings: AI boom, 2025 growth, and record capex
TSMC attained a record-high level of performance in 2024, and its revenue is expected to climb by around 25% in US dollars in 2025. During a media interview following the company's...
Thursday 16 January 2025
TSMC expects 5% sequential revenue drop in 1Q25, plans record capex for 2025
TSMC expects to post revenues of between US$25 billion and US$25.8 billion in the first quarter of 2025, representing a decrease of 5.5% from the previous quarter at the midpoint...