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Wednesday 22 April 2026
Powerchip DRAM foundry price hike to boost June revenue; IPD to drive Intel demand in 2H27
Powerchip Semiconductor Manufacturing (PSMC) held an earnings call on April 21 to address developments in memory and logic foundry services, as well as its future business outlook...
Wednesday 22 April 2026
Panel suppliers outline new business shifts aimed to offset LCD losses
Panel suppliers kicked off a round of earnings briefings this week, with Radiant Optoelectronics opening on April 24 and peers Coretronic, AUO, and BenQ Materials following through...
Tuesday 21 April 2026
ASML's memory revenue tops logic in 1Q26, AI-fueled HBM demand surges
ASML revealed during its first quarter 2026 earnings call that revenue from memory systems has, for the first time, exceeded that of logic chips. Against a backdrop of sustained AI...
Monday 20 April 2026
Analysis: How TSMC avoids memory's boom-and-bust cycle
Ahead of TSMC's earnings call, DIGITIMES senior analyst Luke Lin explained that TSMC typically does not revise its full-year revenue forecast or capital expenditure during...
Monday 20 April 2026
Naura revenue climbs on China chip tool demand, margins tighten amid rising costs and competition
China semiconductor equipment maker Naura Technology delivered strong 2025 revenue growth on rising chip tool demand and domestic substitution, but weaker margins and intensifying...
Monday 20 April 2026
US's China containment shifts Taiwan firms' investment strategies
Taiwanese companies are shifting investment and repatriation patterns as the US-led containment policy and global resistance to Chinese tech firms reshape cross-strait business dynamics,...
Monday 20 April 2026
Weekly news roundup: Samsung launches voluntary retirement; Qualcomm moves into custom DRAM with CXMT
Below are the most-read DIGITIMES Asia stories from the week of April 13-19, 2026:
Sunday 19 April 2026
Largan eyes FAU opportunity as smartphone downgrades loom
Optical lens giant Largan held its first quarter of 2026 earnings call on April 16, hosted by chairman En-Ping Lin. The company posted 7% year-on-year revenue growth — but headwinds...
Saturday 18 April 2026
TSMC's Q1 2026 earnings call: five signals hidden in plain sight
TSMC's first-quarter 2026 earnings call delivered the expected headline numbers — $35.9 billion in revenue, a 66.2% gross margin, and full-year revenue growth guidance raised...
Saturday 18 April 2026
Largan expects full capacity in 2H26; FAU customer details remain undisclosed
Leading optical lens manufacturer Largan Precision held its first-quarter 2026 earnings call on April 16, reporting consolidated revenue of NT$15.54 billion (approx. US$492.37 million)...
Saturday 18 April 2026
Securing the supply chain, CATL pushes into global mining assets
Contemporary Amperex Technology Co. Limited, China's dominant electric vehicle battery manufacturer, is accelerating its push up the supply chain, pairing strong earnings with an aggressive...
Saturday 18 April 2026
Samsung launches voluntary retirement amid chip-device earnings gap

Samsung Electronics has initiated a workforce restructuring through a voluntary retirement program as strong semiconductor earnings contrast...

Friday 17 April 2026
Lens Technology swings to loss on weak smartphone demand, FX pressure
Lens Technology reported a sharp earnings reversal in the first quarter of 2026, weighed down by softer demand for smartphones and PCs and rising financial costs, even as it continues...
Friday 17 April 2026
Memory module maker Apacer beats full-year 2025 profit in first quarter, inventory climbs

Memory module maker Apacer Technology reported its consolidated financial results for the first quarter of 2026, with revenue reaching...

Friday 17 April 2026
TSMC revises advanced process and packaging strategy
TSMC chairman C.C. Wei emphasized persistent capacity shortages during the company's earnings call, noting that 3nm technology accounted for about 25% of first-quarter 2026 revenue...