CapEx

Strongest Subfields of AI Hardware in Q4

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# Overseas CSP Manufacturers’ CAPEX Continues to Rise Month-on-Month + Annual CAPEX Revised Upward Last week, overseas CSP manufacturers released their latest financial reports, showing that Q3 overseas CAPEX has continued to rise month-on-month (up 66% year-on-year, up 9% month-on-month). Amazon has revised its annual CAPEX to $125 billion (previously $100 billion); META has revised … Read more

Leading the Way: The Hidden Drivers Behind the Semiconductor Market Cycle (Part 1)

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Leading the Way: The Hidden Drivers Behind the Semiconductor Market Cycle (Part 1)

Many years ago, when I first entered the semiconductor industry, I embarked on a lifelong learning journey. This amazing industry evolves so rapidly that you only need to understand the developments of the past few years to keep up. When I entered the leadership ranks, although I still received directives from my superiors, I also … Read more