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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...