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    Taiwan's defense advances toward system warfare with integrated command platforms
    10h 24min ago
    Nexperia supply chain crisis eased but risks remain, Taiwan firms deepen long-term cooperation
    10h 25min ago
    Commentary: Tesla's AI5 chip dual foundry strategy is an double edge sword
    10h 25min ago
    China's Goke Microelectronics raises KGD memory prices up to 80%, may hike further in 2Q26
    10h 25min ago
    China accelerates auto semiconductor catch-up; Taiwan targets high-end market to avoid price wars
    10h 25min ago
    China dominates CES 2026 humanoid robot showcase, South Korea matches US presence
    10h 25min ago
    NEWS TAGGED CAPEX
    Tuesday 27 January 2026
    TSMC and Nvidia ignite AI growth, Taiwan supply chain accelerates expansion
    With strong demand for AI servers, TSMC—holding the vast majority of AI chip orders—is executing major expansions in advanced process technology and packaging capacity...
    Tuesday 27 January 2026
    TSMC's capex surprise reveals blind spots in semiconductor forecasting
    TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin...
    Thursday 22 January 2026
    GlobalWafers eyes quarterly revenue growth in 2026; chair sees better market than last year
    GlobalWafers chairman Doris Hsu told the media on January 21, 2026, that the company's global expansion plans are starting to pay off, with subsidiaries in Niigata and Utsunomiya,...
    Thursday 22 January 2026
    Tripod Technology targets over NT$5B in 2026 capex for Vietnam, China expansion

    PCB maker Tripod Technology said full-year 2025 revenue reached a record high, and it expects stable momentum heading into 2026 despite...

    Wednesday 21 January 2026
    Inventec doubles 2026 capex to US$1 billion to seize AI server growth opportunities
    Inventec plans to double its capital expenditure (capex) in 2026 to US$1 billion, looking to seize opportunities in the artificial intelligence (AI) server market. Company chairman...
    Monday 19 January 2026
    TSMC eyes rapid 2nm growth in 2026 through high capex and US-Taiwan expansion
    TSMC posted record fourth quarter 2025 results driven by strong demand for its 3nm and 5nm process families, with a gross margin of 62.3%, surpassing prior guidance of 59-61%. The...
    Monday 19 January 2026
    Taiwan PCB industry gearing up for record investment driven by AI cloud computing
    Taiwan's printed circuit board (PCB) industry is entering a new growth cycle fueled by a surge in cloud artificial intelligence (AI) computing orders. Manufacturers are ramping up...
    Friday 16 January 2026
    Research Insight: Taiwanese network vendors face mounting cost pressures from memory shortages
    The surge in artificial intelligence (AI) applications has pushed cloud service providers to increase capital expenditures on data centers, prompting major memory manufacturers to...
    Thursday 15 January 2026
    In depth: Why TSMC believes AI demand justifies record capex and long-term risk

    TSMC used its earnings call for the fourth quarter of 2025 to deliver one of its most bullish outlooks in years, arguing that artificial...

    Thursday 15 January 2026
    TSMC forecasts nearly 30% revenue growth in 2026 as AI drives strong margins and capex surge
    TSMC held its earnings conference call on January 15, 2026, and guided for the first quarter. The company expects revenue to range between US$34.6–35.8 billion. Gross margin...
    Thursday 1 January 2026
    2026 AI server demand tied to profitable AI as unmonetizable projects stall
    As AI adoption accelerates, global and US economies in 2025 have been increasingly driven by technology companies' investments in AI infrastructure. Analysts warn that next year's...
    Tuesday 23 December 2025
    ByteDance reportedly to increase 2026 capex with major focus on AI chips
    ByteDance is preparing to raise its capex to CNY160 billion (approx. US$22.70 billion) in 2026, allocating over half of this amount, CNY85 billion, towards purchasing artificial intelligence...
    Thursday 18 December 2025
    SYNergy ScienTech targets drone battery market after BBU expansion
    Lithium battery maker SYNergy ScienTech is eyeing the growing demand for batteries in drones and unmanned vehicles by investing in related product development in 2025. With R&D...
    Thursday 18 December 2025
    Micron's HBM4 production set on 1-beta process as India ATMP ramp slips to 2026
    In a post-earnings analyst call on December 17, 2025, Micron Technologies outlined plans for capital expenditure in fiscal year 2026, driven by global construction projects and the...
    Thursday 18 December 2025
    Micron hikes FY26 capex to US$20b to accelerate HBM and US fab output
    Micron Technology is ramping up capital spending to address tightening memory supply, raising fiscal 2026 capex to about US$20 billion as it accelerates investments in high-bandwidth...
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    KLA
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook