Intel's decision to walk away from its September 2023 agreement for Fab 11X in New Mexico has prompted Tower Semiconductor to revamp its manufacturing roadmap, scrap the facility from...
Micron Technology has begun high-volume production and customer shipments of its next-generation HBM4 memory, ramping volumes earlier than expected amid tight industry supply, CFO...
Taiwan's largest telecom operators reported double-digit and mid-single-digit revenue growth in January 2026, driven by expanding ICT and non-mobile businesses alongside steady 5G...
On February 10, Semiconductor Manufacturing International Corporation (SMIC) reported record 2025 revenues, but quarterly gross margins fell to 19.2%. The decline, driven by heavy...
Amkor Technology is accelerating its global expansion, projecting 2026 capex between US$2.5 billion and US$3 billion. This plan emphasizes significant facility construction, including...
A dramatic ramp-up in capital expenditures by Google, Amazon, and Meta in 2026 is set to squeeze their free cash flow, forcing difficult trade-offs between shareholder returns and...
Google's latest earnings showed not only solid operating momentum but also an unprecedented surge in capital spending, with capex set to more than double from US$91.45 billion in 2025...
Amazon said its planned US$200 billion capital spending, largely directed to AWS, reflects constrained supply and accelerating AI demand rather than speculative buildout. Management...
Amazon reported record revenue on accelerating cloud growth, but investor attention shifted to its plan to spend about US$200 billion in capital expenditure in 2026. The scale of AI-driven...
Samsung Electronics has once again pushed its net cash above KRW100 trillion (US$68.97 billion), reaching KRW100.61 trillion at the end of 2025, up 7.8% from the same period in 2024...
Vanguard International Semiconductor (VIS) held its earnings call on January 3, 2026, projecting wafer shipments to rise 1-3% quarter-over-quarter in the first quarter of 2026 as customer...
Microsoft reported better-than-expected revenue and profit for its fiscal second quarter 2026, but concerns linger over slowing cloud growth. Despite expanding capital expenditure...
The AI arms race among cloud service providers (CSPs) is intensifying rapidly. Meta has announced plans to more than double its capital expenditure in 2026 compared to 2025, while...
Meta is preparing for a steep increase in capital spending in 2026 as it scales AI infrastructure to support "personal superintelligence," signaling a longer-term roadmap centered...
