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Thursday 29 January 2026
Samsung reclaims memory sales crown as SK Hynix extends profit lead
Samsung Electronics and SK Hynix both delivered record fourth-quarter 2025 results, underscoring the sharp rise in memory prices and profits as supply across the market tightens.
Thursday 29 January 2026
Samsung foundry hit by China pullbacks in 2025, eyes late-year stabilization
Chinese customers who had planned to use Samsung Electronics' foundry services abandoned a number of projects in 2025 as US regulatory pressure on China intensified and uncertainty...
Thursday 29 January 2026
Analysis: ASML earnings prove AI demand is hitting the factory floor
The artificial intelligence boom has moved from cloud infrastructure to the factory floor, and ASML Holding NV's latest earnings prove it.
Thursday 29 January 2026
Earnings call summary: Samsung 4Q25 profit jumps as AI memory crunch pressures phones and displays
Samsung Electronics reported record quarterly revenue and operating profit in the fourth quarter of 2025, as surging memory prices and tight supply, driven by the artificial intelligence...
Thursday 29 January 2026
Earnings call summary: Meta maps AI monetization roadmap beyond ads with subscriptions and commerce
Meta is outlining an AI monetization roadmap that extends beyond advertising, signaling plans to layer subscriptions, business tools, and commerce features on top of its core platforms...
Thursday 29 January 2026
Musk moves Tesla past Model S and X, betting on robots and AI

Tesla reported fourth-quarter earnings on Wednesday that topped Wall Street's profit expectations despite the fact that its revenue had...

Thursday 29 January 2026
Tesla bets future on custom chips as profit plunges 64%
Tesla's latest earnings showed softer vehicle demand but improving margins, while management and analysts focused on the company's accelerating investments in custom chips, AI compute,...
Wednesday 28 January 2026
Earnings call summary: ASML posts record 2025 results on surging orders
ASML Holding NV (ASML) reported record financial results for 2025, supported by a significant rebound in fourth-quarter bookings as semiconductor manufacturers increased investments...
Wednesday 28 January 2026
LG Display returns to profitability as LCD exit takes effect
LG Display (LGD) announced that it returned to profitability in 2025, marking its first annual profit in four years since 2021. The turnaround was driven by its exit from the large-size...
Wednesday 28 January 2026
Musk plans to cut AI chip design cycle to 9 months
Tesla CEO Elon Musk posted on X that the AI5 chip design is "almost done and AI6 is in early stages," with AI7, AI8, and AI9 "aiming for a 9-month design cycle." Musk stated that the...
Wednesday 28 January 2026
MediaTek partners with Google, targets US$10 billion ASIC business by 2027
MediaTek's performance in ASICs has been the center of market interest as it continues to heavily invest in Taiwan and North America to break into the cloud AI market. Rumors have...
Wednesday 28 January 2026
Efun Technology's shift toward niche optical films signals broader industry disruption amid supply chain challenges
The optical film industry is undergoing significant upheaval as disruptions in the red supply chain force manufacturers to rethink their business models. Taiwan-based Efun Technology...
Tuesday 27 January 2026
China reportedly enters semiconductor glass substrate market
China is moving into the semiconductor glass substrate market, with both chip-related suppliers and display makers entering the field, according to Korean industry reports.
Tuesday 27 January 2026
Samsung doubles down on Galaxy A as Chinese brands take half the market
Samsung Electronics said on January 26, 2025, that it will launch its new Galaxy A07 5G smartphone in Taiwan, aiming to lift shipment momentum in the mass-market segment.
Tuesday 27 January 2026
GlobalFoundries' MIPS takes aim at Arm's hold on automotive AI
Following GlobalFoundries' acquisition of Synopsys' ARC Processor IP business, MIPS CEO Sameer Wasson is not just integrating a portfolio; he is orchestrating a pivot.