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NEWS TAGGED DEMAND
Wednesday 29 July 2026
Analysis: What Seagate's blowout quarter signals about the next two years of AI infrastructure demand

Seagate's fiscal fourth quarter was by almost every measure its strongest in over a decade — US$3.6 billion in revenue, US$1.1...

Wednesday 29 July 2026
Corning bets on SiPh and CPO to drive AI data center growth

Corning expects AI infrastructure to become an increasingly powerful growth engine, outlining how its glass technologies will move beyond...

Wednesday 29 July 2026
Smartphone chip earnings will gauge 2026 demand as prices rise

Major smartphone system-on-chip vendors are set to report earnings this week and share outlooks for the traditional second-half peak...

Wednesday 29 July 2026
ASM raises 2027 revenue outlook as AI-driven chip demand lifts forecast

On July 28, ASM International raised its revenue outlook for 2027 and issued third-quarter guidance above market expectations after...

Wednesday 29 July 2026
Macronix sees 80% gross margin within reach but warns LTAs could deepen memory downturn
Macronix International posted a sharp earnings increase in the second quarter of 2026, with gross margin reaching a record 64.4%. Its board also approved an additional NT$15.8 billion...
Wednesday 29 July 2026
SK Hynix prepares for prolonged memory tightness as AI infrastructure expands

SK Hynix reported record second-quarter revenue, underscoring the firm's strong demand for AI-related memory despite supply constraints...

Wednesday 29 July 2026
Seagate forecasts strong 1Q growth on sustained AI-driven cloud demand

On July 28, Seagate Technology reported sharply higher revenue and profit for its fiscal fourth quarter, driven by continued demand...

Wednesday 29 July 2026
Corning raises long-term growth targets after 2Q26 profit increases

On July 28, Corning reported higher revenue and profit for the second quarter, supported by growth across several business segments,...

Wednesday 29 July 2026
KLA executives outline growth strategy amid accelerating AI infrastructure demand

During KLA's June 2026 earnings call, held on July 28, executives detailed the company's financial performance and strategic outlook,...

Wednesday 29 July 2026
Kbro lifts broadband investment as 10G service expands across Taiwan

Kbro Broadband said on the 27th that it will begin the second phase of its full-area upgrade plan in August and roll out its Kbro New...

Wednesday 29 July 2026
KLA raises wafer equipment market outlook as AI investment drives record quarterly revenue

KLA raised its outlook for the global wafer equipment market and forecast record revenue for the current quarter after reporting better-than-guidance...

Wednesday 29 July 2026
AI shift to inference boosts CPU server demand across the supply chain
The move from AI model training to inference is widening server demand beyond accelerators and easing margin pressure on hardware assemblers. For global readers, the shift signals...
Wednesday 29 July 2026
NXP posts strong 2Q as investors remain cautious on chip outlook

Despite robust performance in the automotive sector and growing demand for artificial intelligence, NXP Semiconductors' second-quarter...

Wednesday 29 July 2026
SK Hynix sees record-breaking 2Q on surging AI demand

SK Hynix has announced its financial results for the second quarter of fiscal year 2026, reporting unprecedented growth in revenue...

Wednesday 29 July 2026
Adata profit surges tenfold on memory shortages and AI demand

Adata Technology posted record second-quarter results in 2026, as rising memory prices, aggressive procurement and tighter inventory...