Strong demand for AI applications and cloud services is driving investment in high-performance computing chips and AI servers, prompting Taiwan manufacturers to expand capacity and...

STMicroelectronics (ST) reported third-quarter 2026 revenue of US$3.76 billion, above the midpoint of its guidance, as AI data center and low Earth orbit (LEO) satellite demand lifted...

Taiwan-based CoreIntelligence Holdings Corporation (CiHC) expects demand for its in-car projection products to grow 60% to 70% in 2027, as high-end projection solutions and immersive...

Power shortages and a shortage of high-voltage direct-current (HVDC) technicians in the US are slowing AI data center construction and making delivery schedules harder to predict,...

Delta Electronics expects fourth-quarter 2026 operations to improve from the third quarter, supported by artificial intelligence (AI) data center construction, said chairman Ping Cheng...

Intel's server expansion is drawing equipment and materials suppliers into a capacity push, but the benefits will arrive in stages. Management's October 29 earnings-call comments identified...

Sandisk's latest quarter showed enterprise storage as a stronger growth engine while its consumer business contracted. This divergence is central to interpreting the company's expansion:...

Amazon's third quarter showed its cloud expansion translating into stronger operating profitability, while the cash demands of building AI infrastructure kept rising. The result sharpens...

STMicroelectronics is turning a demand recovery into stronger factory economics, with communications and embedded-processing products driving the improvement. Yet the widening loss...

Intel's growing AI PC sales are coexisting with a shrinking PC market, as memory constraints weaken purchases and computer makers reduce processor inventories. The distinction matters...

Samsung Electronics and SK Hynix expect memory shortages to persist for years despite rising investment in chip factories, as surging AI demand and increasingly complex manufacturing...

AUO reported a consolidated net loss attributable to its parent-company owners in the third quarter of 2026 as cautious panel purchasing and weaker consumer electronics demand reduced...

GlobalFoundries (GF) is betting on specialty semiconductor technologies to capture AI demand beyond advanced processors, targeting opportunities in data center connectivity, power...

Chinese AI, robotics, and semiconductor stocks have suffered a steep sell-off in less than four months, casting a shadow over Beijing's push to achieve global technology leadership...

Elite Material Co. (EMC), a copper-clad laminate (CCL) maker, reported record third-quarter 2026 revenue of NT$60.88 billion (US$1.875 billion), driven by strong demand for high-end...