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Nanya Technology: Approved to increase its 2026 capital expenditure from NT$52 billion to a maximum of NT$69.7 billion. The 5A wafer fab is planned to have a monthly capacity of 45,000 wafers, with a total investment of approximately US$16 billion.

2026-08-05

Nanya Technology: Approved to increase its 2026 capital expenditure from NT$52 billion to a maximum of NT$69.7 billion. The 5A wafer fab is planned to have a monthly capacity of 45,000 wafers, with a total investment of approximately US$16 billion.

Other News
2026-08-04

Ukrainian President Zelenskiy said Kyiv must step up defenses against Russian cyber threats and counter Russian disinformation and information warfare.

Ukrainian President Zelenskiy said Kyiv must step up defenses against Russian cyber threats and counter Russian disinformation and information warfare.
2026-08-05

International 1. Bank of America: Investors should focus on specific currency pairs, not overall foreign exchange fluctuations. 2. Barclays: S&P 500 component companies' Q2 earnings far exceeded expectations. 3. Wells Fargo: The AI investment boom

International 1. Bank of America: Investors should focus on specific currency pairs, not overall foreign exchange fluctuations. 2. Barclays: S&P 500 component companies' Q2 earnings far exceeded expectations. 3. Wells Fargo: The AI investment boom will spill over and drive up traditional industrial stocks. Domestic 1. China Merchants Securities Strategy: A-share rebound shows a "first elasticity, then prosperity" characteristic. 2. Guojin Securities: Regulatory authorities release policy dividends for cross-border connectivity, maintaining a buy rating for the securities industry. 3. CITIC Securities: The narrative of "AI devouring software" is gradually being disproven. 4. CITIC Securities: Gold around $4,000/ounce is likely the bottom area for this round. 5. CITIC Securities: AI drives the upgrade of optical modules, and testing equipment is growing rapidly. 6. CITIC Securities August Industry Allocation Report: Pricing returns to fundamentals, seize the window of growth recovery. 7. CITIC Securities: Benefiting from the accelerated construction of data centers and the rapid iteration of optical communication technology, the price and volume of optical module testing equipment have both increased.
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