For three years, the constraint on artificial intelligence was how much compute the hyperscalers wanted to buy. The June-quarter filings...
Delta Electronics expects capital spending to rise to roughly NT$70 billion(US$2.17 billion) in 2026 from NT$46.1 billion(US$1.43 billion)...
Driven by robust AI-related demand for advanced packaging and testing, ASE Technology Holding has raised its 2026 capital expenditure...
Amazon disclosed a US$496 billion AWS backlog growing at triple-digit rates in the second quarter, and CEO Andy Jassy used the call...