CONNECT WITH US
NEWS TAGGED CAPEX
Wednesday 24 September 2025
Nvidia's US$10B OpenAI bet underscores infrastructure's critical role in AI race, says Microsoft Taiwan
Nvidia's US$10 billion investment in OpenAI is sparking discussions about its impact on the AI industry. In response, Microsoft Taiwan general manager Sean Pien expressed a positive...
Wednesday 24 September 2025
Micron sees demand broaden; ramps 1y DRAM and manufacturing expansion plans
Micron Technology raised its 2025 outlook on stronger data center demand while keeping supply growth disciplined. Growth in PCs, smartphones, and automotive markets remains modest,...
Thursday 18 September 2025
Murata doubles down on M&A plan, raising capital expenditure target from JPY100B to JPY220B
Murata Manufacturing has announced its Medium-Term Direction 2027, outlining ambitious growth targets and a bold investment strategy as the electronics market undergoes structural...
Thursday 11 September 2025
Wistron increases investment in the US, doubling capital expenditure for California subsidiary
Wistron's board of directors approved a significant increase in the capital expenditure budget for its Fremont, California-based wholly-owned subsidiary WisLab EMS Corporation, doubling...
Thursday 4 September 2025
Taiwan PCB supply chain tightens capex scale; leaders increase AI and SEA investments
Despite facing global end-market inventory adjustments and rising geopolitical uncertainties, Taiwan's printed circuit board (PCB) supply chain is shifting its capital expenditure...
Tuesday 2 September 2025
Alibaba denies massive Cambricon chip order
Alibaba Group is reportedly making progress in its development and supply strategies for AI chips. There are mixed reports regarding the company’s procurement of computing power...
Monday 1 September 2025
Value Valves sees order growth from US and EU despite tariff pressures
Taiwan's Value Valves Industry, a leading manufacturer of industrial valves, has reported that recent US tariff impositions and escalating US-China tensions have had minimal impact...
Wednesday 20 August 2025
PCB giant Zhen Ding plans US$1.1 billion expansion to support AI supply chain
Zhen Ding Technology, the world's largest printed circuit board (PCB) manufacturer, announced that its Chinese subsidiary, Avary Holding, has approved a major investment plan for its...