News tagged earnings at DIGITIMES

NEWS TAGGED EARNINGS

Saturday 17 January 2026

TSMC speeds up US expansion while keeping FX strategy simple

TSMC is speeding up its multibillion-dollar expansion in Arizona after posting strong earnings, signaling confidence in long-term artificial intelligence demand and the US push to...

Saturday 17 January 2026

TSMC chair confirms long-term AI demand and commitment to US expansion

At its January 15, 2026, earnings call, TSMC chairman C.C. Wei addressed questions on the authenticity of AI demand, capital expenditure plans, and US capacity expansion. Wei stated...

Saturday 17 January 2026

Packaging and testing cluster expected to emerge as TSMC Arizona GigaFab expands

During TSMC's first earnings call of 2026, CEO C.C. Wei said that key metrics at its Arizona fabs are approaching the level of advanced manufacturing in Taiwan. Rising demand from...

Friday 16 January 2026

Biwin Storage profit jumps 427% as memory cycle turns

China's domestic memory module maker Biwin Storage Technology has released the A-share market's first major 2025 profit outlook, signalling a sharp earnings rebound as memory prices...

Friday 16 January 2026

Commentary: TSMC's unstoppable momentum faces one wild card

Record profits. Soaring margins. Relentless demand. TSMC's January 15, 2026, earnings call painted a picture of semiconductor dominance so complete it seems almost untouchable. Alm...

Friday 16 January 2026

TSMC predicts rising advanced process costs; consumer SoCs may struggle to keep up

At its earnings call on January 15, 2026, TSMC signaled that its capital expenditures for 2026 will increase to US$52-56 billion, far exceeding market expectations. On top of demand...

Thursday 15 January 2026

In depth: Why TSMC believes AI demand justifies record capex and long-term risk

TSMC used its earnings call for the fourth quarter of 2025 to deliver one of its most bullish outlooks in years, arguing that artificial...

Thursday 15 January 2026

TSMC forecasts nearly 30% revenue growth in 2026 as AI drives strong margins and capex surge

TSMC held its earnings conference call on January 15, 2026, and guided for the first quarter. The company expects revenue to range between US$34.6–35.8 billion. Gross margin...

Thursday 15 January 2026

Rising memory prices lift Taiwan supply chain earnings

The global memory industry entered a clear upturn in the second half of 2025 as both spot and contract prices rose sharply, lifting earnings...

Wednesday 14 January 2026

Advanced packaging crunch lifts ASE, KYEC to new highs

TSMC will hold its earnings call on January 15, 2026. Supply chain sources expect AI chip demand to remain strong in 2026, while TSMC's advanced packaging and testing capacity continues...

Friday 9 January 2026

Largan braces for 1Q26 seasonal dip as capacity utilization loosens

Largan Precision, a leading optical lens manufacturer, held its earnings call on January 8 to announce its fourth-quarter 2025 and full-year 2025 financial results. Benefiting from...

Friday 9 January 2026

Largan faces challenges as memory price impacts spread

Optical lens maker Largan Precision held an earnings briefing on January 8, 2026, during which chairman Adam Lin expressed a wary smartphone industry outlook. Surging memory prices...

Wednesday 7 January 2026

Nvidia's Vera Rubin enters full production, igniting Micron's HBM4 capacity bet for 2026

When Nvidia CEO Jensen Huang confirmed at CES 2026 that its next-generation AI processor, Vera Rubin, had entered full production, the message to the memory industry was immediate...

Monday 5 January 2026

Memory price surge drives profit windfall across sector

Memory demand remains elevated, with supply shortages driving prices sharply higher and triggering a broad profit surge across the sector. Memory module makers Adata and Team Group...

Wednesday 31 December 2025

Ability Opto-Electronics eyes strong 2026, expands in Vietnam

Ability Opto-Electronics Technology (AOET) expressed optimism for its 2026 operations during its earnings call on December 30, despite the notebook market being impacted by rising...

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Jan 6, 16:39

MSI Unveils Full Lineup of AI Products at CES 2026

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook