Friday 30 October 2026 The money behind public deals, and the press that covers them
The Board82 case files, last updated 30 Oct
Issue · Technology demand

AI capex and the chip cycle

Friend

US tech firms plan more than $610 billion in 2026 capex, lifting North Asian chip exporters and broadening to Malaysia, Thailand and Vietnam.

Role
Technology demand
Type
Issue
Assessment
Friend, since 30 Oct 2026
Last revised
30 Oct 2026
Sources
2

Our assessment

US tech firms plan more than $610 billion in 2026 capex, lifting North Asian chip exporters and broadening to Malaysia, Thailand and Vietnam.

Connections

Assessment history

  1. File opened from the research dataset.

Corrections

No corrections have been made to this case file.