Cloud service providers, including Google, Meta, and Microsoft, this week reported mixed quarterly earnings, yet one theme united all three: a sharp increase in planned capital expenditures. The world’s largest tech firms are accelerating investment in infrastructure and AI hardware, even as they trim headcount in other divisions.

Leading semiconductor packaging and testing company ASE expects that fourth quarter revenue in NTD will grow 1-2% quarter-over-quarter, while semiconductor assembly and test materials (ATM) revenue is expected to rise 3-5% sequentially. Full-year 2025 ATM revenue in USD is projected to increase more than 20%, with advanced packaging revenue reaching US$1.6 billion as planned, and full-year 2026 revenue anticipated to rise by an additional $1 billion.

10月30日，杉杉股份（600884.SH）发布2025年第三季度报告。报告期内，公司实现营收49.51亿元，同比增长10.91%；净利润7628.90万元，同比增长1253.04%。前三季度，公司营收达148.09亿元，同比增长11.48%；净利润达2.84亿元，同比增长1121.72%。