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in postLONG
“raised its 2026 capex to NT$8.8 billion (US$275M) from NT$5.93B previously and estimated capex for its business group at NT$18.6B during its 1st quarter earning”
@dnystedt
Taiwan OSAT capex is still not enough per Sigurd exec, signaling a packaging equipment order surge that flows directly to AMAT
AMATLONG@ $668.74
$504.89-24.50%
since call Jun 25
TIMESTAMPS
in post