Markets2026.05.19TDK Commits to Record-Breaking CapEx for FY2026 to Scale AI-Ready Components and Nanocomposite Production
Insights2026.05.15Toyota Strategic Expansion: $2 Billion Texas Investment to Bolster North American CAPEX and Data-Driven Manufacturing
Hardware2026.05.08Customer-Funded Fabs: Big Tech's Strategic CAPEX Injection into SK Hynix for HBM and EUV Seniority
Markets2026.05.03Alphabet’s Strategic Pivot: Surpassing Cloud Milestones to Challenge Nvidia’s Market Cap
Hardware2026.05.01Episil Precision Triples Capex for Strategic Pivot into AI-Driven Silicon Photonics and Large-Diameter Epitaxy
Markets2026.05.01Big Tech AI Capex to Hit $725 Billion in 2026: The Infrastructure Supercycle vs. The Bear Thesis
Hardware2026.04.27TSMC’s 3nm Expansion Strategy: Challenging Samsung’s 2nm Competitiveness in the AI Era
Hardware2026.04.25LandMark Optoelectronics Scales Strategic Capex for 6-inch SiPh Amid Surging Demand and Semiconductor-Grade Transitions
