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Thursday 30 July 2026
Microsoft's AI buildout: 88 new data centers, broader model catalog, silicon gains

Microsoft CEO Satya Nadella laid out how the company is scaling its AI infrastructure and platform to keep pace with demand. He outlined...

Thursday 30 July 2026
Samsung foundry to double 2nm design wins in 2026 on Broadcom talks; claims profit turnaround 'possible in near term'

Samsung Electronics' foundry business expects its 2nm project wins to more than double year-on-year in 2026, and the company is in...

Thursday 30 July 2026
Samsung sees tripled HBM4 sales in 3Q26; HBM share to reach parity with DRAM position

Samsung Electronics expects HBM4 sales to increase more than threefold sequentially in the third quarter of 2026, the company said...

Thursday 30 July 2026
Samsung device business swings to loss in 2Q26 as memory boom drives up component costs

While record memory earnings powered Samsung Electronics to an all-time-high quarter — consolidated revenue of KRW171.5 trillion...

Thursday 30 July 2026
Meta earnings series 1/2: Revenue beats expectations, but AI spending crushes cash flow
Meta Platforms delivered stronger-than-expected second-quarter revenue, but weaker earnings, shrinking free cash flow and a cautious third-quarter outlook intensified investor scrutiny...
Thursday 30 July 2026
Qualcomm confirms price hike plan and broadens growth bets as Apple sales fade

Qualcomm is raising prices across its product portfolio and accelerating a shift beyond smartphones as higher memory and manufacturing...

Thursday 30 July 2026
Lam Research raises outlook as AI-driven semiconductor demand fuels record revenue and margin expansion
On July 29, Lam Research reported record fiscal fourth-quarter results and issued stronger-than-expected guidance, signaling that rising demand for artificial intelligence is accelerating...
Thursday 30 July 2026
Qualcomm bets on AI and automotive growth to offset Apple decline as weak outlook pressures shares
Qualcomm forecast weaker fourth-quarter earnings and warned that revenue from Apple products will decline faster than previously expected, underscoring near-term pressure on its smartphone...
Thursday 30 July 2026
UMC posts NT$42.26B profit on non-operating investment gains in 2Q26
United Microelectronics (UMC) reported consolidated second-quarter 2026 revenue of NT$68.73 billion (approx. US$2.12 billion) during its earnings call on July 29. The figure is up...
Thursday 30 July 2026
AI demand squeezes memory supply, pressuring PC and TV markets
At an earnings call on July 28, 2026, Coretronics president Sarah Lin said strong demand from the AI industry is creating a clear crowding-out effect on the projector supply chain,...
Wednesday 29 July 2026
NXP sees physical AI entering a decade-long adoption cycle

NXP Semiconductors' latest earnings call revealed more than another set of quarterly results. With the financial figures already widely...

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
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
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,...