News tagged investment at DIGITIMES

NEWS TAGGED INVESTMENT

Sunday 1 February 2026

CSPs ramp up AI capex as supply chain gains confidence

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...

Saturday 31 January 2026

"Complete Nonsense": Jensen Huang shuts down rumors of OpenAI rift, confirms Nvidia's "largest investment" ever

Nvidia CEO Jensen Huang delivered a fiery defense of his company's alliance with OpenAI on Saturday night, January 31, 2026, dismissing reports...

Saturday 31 January 2026

LG Display plans KRW 2 trillion OLED investment in 2026, but holds back on next-gen IT panels

LG Display, fresh off its first profitable year in four years, is preparing to step up investment in 2026 as it seeks to strengthen its...

Friday 30 January 2026

KLA: AI-driven process control boom lifts 2026 semiconductor equipment demand

US semiconductor equipment maker KLA said growing AI infrastructure demand is accelerating investment in advanced logic chips, high-bandwidth...

Friday 30 January 2026

Taiwan pledges full US cooperation to build new non-China supply chain

On January 28, 2026, Minister of Economic Affairs Ming-Hsin Kung highlighted Taiwan's commitment to comprehensive collaboration with the US in developing a "non-China" supply chain,...

Friday 30 January 2026

Exclusive: Why SpaceX still bets on solar—and what it means for suppliers

While Tesla's core electric-vehicle business is undergoing a structural recalibration, its longer-term bets—autonomous driving, artificial intelligence, and humanoid robots—remain...

Friday 30 January 2026

GlobalFoundries stalls France fab as US manufacturing push sidelines Europe's chip ambitions

Following Intel's major global wafer fab plan cuts, including halting projects in Germany and Poland, GlobalFoundries (GF) and STMicroelectronics (ST) have faced fresh scrutiny over...

Friday 30 January 2026

Taiwan pledges equal incentives for US investors under new MOU, with no cap on subsidies

Taiwan is stepping up efforts to anchor global investment at home, offering equal incentives to US and foreign firms even as cross-border commitments under the Taiwan–US Investment...

Thursday 29 January 2026

Jensen Huang endorses Micron CEO "Sanjay" as Taiwan cement AI memory alliance

The epicenter of the AI supercycle converged on Taipei this Thursday as President Lai Ching-te welcomed Micron CEO Sanjay Mehrotra to the Presidential Office, just hours after NVIDIA...

Thursday 29 January 2026

Earnings call summary: Meta accelerates AI glasses push as wearables emerge as next major consumer platform

Meta is sharpening its AI device strategy, redirecting investment toward smart glasses and wearables as management signals urgency in shaping the next consumer computing platform,...

Thursday 29 January 2026

Earnings call summary: Meta expects sharp rise in capex as AI capacity becomes strategic bottleneck

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...

Thursday 29 January 2026

Upstream firms say US investment unprofitable if gross margin below 50%

Following the signing of the Taiwan-US investment cooperation memorandum of understanding (MOU), the next step is to finalize the agreement on reciprocal trade (ART) between the two...

Thursday 29 January 2026

Meta targets 2026 for massive AI infra push following solid earnings

Meta Platforms' latest results point to a sustained escalation in AI infrastructure investment, with capex set to rise sharply in 2026. The outlook suggests growing implications for...

Thursday 29 January 2026

Taiwan enterprise 5G investments set to surge, driven by testing demands

Enterprise investments in 5G private networks are expected to significantly increase following amendments to the "Regulations Governing the Establishment and Use of Mobile Broadband...

Thursday 29 January 2026

Taiwan and Germany expand trade ties as demand for chips and green tech rises

As demand accelerates for digital transformation, energy transition, and smart manufacturing, Taiwan and Germany appear poised to expand...

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BIZ FOCUS

Jan 30, 12:05

Taiwan's Tron Future Tech to Debut Advanced Drone Interception and Multi-cam Tracking Solutions at Singapore Airshow 2026

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook