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NEWS TAGGED CAPEX
Sunday 10 August 2025
AI infrastructure era arrives: new quarterly capex records across the field
The AI race has evolved into a contest over the pace of AI infrastructure development. Seven leading global tech companies have hit a record high in combined quarterly capex, with...
Thursday 7 August 2025
Global chip giants unleash US$135 billion fab spending spree as AI demand soars
Capital expenditures by the world's top ten semiconductor manufacturers are projected to reach US$135 billion in 2025, marking a 7% increase from the previous year. This rebound signals...
Monday 4 August 2025
ASE raises 2025 capex to US$5.5B as AI strains advanced packaging lines
ASE Holdings, the world's second-largest IC packaging and testing company after Amkor Technology, struck a cautious note in its second-quarter earnings call despite booming AI-driven...