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    SEMI president says SEA must build ecosystems, not just fabs, to capture trillion-dollar opportunity
    9min ago
    Taiwan researchers create non-toxic blue-light material that could enable glasses-free 3D displays
    43min ago
    NEWS TAGGED EARNINGS
    Wednesday 6 May 2026
    AMD earnings call: AI is turning CPUs back into the main event

    AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from...

    Wednesday 6 May 2026
    GlobalWafers prepares inventory buffer as geopolitical factors push up gallium prices
    Semiconductor silicon wafer supplier GlobalWafers said during its May 5 earnings call that it is advancing its next-generation compound semiconductor strategy. In response to advanced...
    Wednesday 6 May 2026
    GlobalFoundries sees optical and SiGe momentum drive strategic leap into high-value chip markets
    GlobalFoundries used its first-quarter 2026 earnings call to spotlight advances in silicon photonics (SiPh), co-packaged optics (CPO), and silicon-germanium (SiGe) development while...
    Wednesday 6 May 2026
    Acer E-Enabling reports record first-quarter revenue as cloud AI projects surge
    Acer E-Enabling Service Business reported first-quarter 2026 revenue of NT$2.96 billion (US$93.9 million), up nearly 15% year on year, and net profit after tax of NT$199 million, delivering...
    Wednesday 6 May 2026
    Analysis: The US$2.5 billion smuggling case hanging over Supermicro's US$40 billion year
    Supermicro CEO Charles Liang used the opening of his fiscal third quarter of 2026 earnings call to address a topic unrelated to revenue or margins: the DOJ indictment of former employees...
    Wednesday 6 May 2026
    Lumentum sees explosive expansion as AI demand fuels record results
    Lumentum reported record third-quarter fiscal 2026 results, with revenue rising to US$808 million, reflecting strong year-over-year growth driven by demand for optical components used...
    Tuesday 5 May 2026
    Analysis: Big Tech's AI tab tops US$700 billion with Google Cloud pulling ahead — but investors are picking sides
    The AI spending arms race just got more expensive — and more consequential.
    Tuesday 5 May 2026
    MediaTek ASIC surge puts 60% revenue share within reach
    MediaTek raised its outlook for its application-specific integrated circuit (ASIC) business during its first-quarter 2026 earnings call, signaling stronger growth prospects and sending...
    Tuesday 5 May 2026
    Onsemi says China remains a strong market despite softer passenger vehicle volumes
    Onsemi told investors during its first-quarter 2026 earnings call, held on May 4, that China remains a key growth market for its automotive power products, even as China's passenger...
    Tuesday 5 May 2026
    Onsemi sees AI data center and Treo driving revenue and margin recovery
    During an earnings call on May 4, Onsemi portrayed its artificial intelligence data center business and new Treo platform as central to a recovery that began in the first quarter,...
    Monday 4 May 2026
    Samsung pulls ahead of SK Hynix as commodity DRAM prices surge

    Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion)...

    Monday 4 May 2026
    Commentary: Intel names TSMC as key partner; insider drives its comeback

    One year into his tenure, Intel CEO Lip-Bu Tan struck a markedly different tone on the company's outlook. At the first-quarter 2026 earnings...

    Sunday 3 May 2026
    CSP capex push toward US$700B as AI race intensifies, but ASIC demand timing remains uncertain
    At their latest earnings calls, all four major US cloud service providers (CSPs) offered updated views on their 2026 capital expenditure (capex) plans. While Amazon's AWS maintained...
    Saturday 2 May 2026
    Qualcomm says Samsung chip share remains above 70% despite Exynos push
    Qualcomm said its relationship with Samsung Electronics remains stable and that its share of Samsung smartphone silicon has risen to more than 70%, even as Samsung expands the use...
    Saturday 2 May 2026
    MediaTek lifts 2026 ASIC target to $2 billion despite smartphone market deterioration
    MediaTek held its earnings call on April 30, expressing a cautious outlook for the 2026 smartphone market. Despite this, growth in other applications is expected to effectively offset...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook