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Wednesday 25 February 2026
TSMC's record profits signal AI boom far from over
Blowout earnings from TSMC in 2025 — and an even more bullish outlook for 2026 — have reignited investor enthusiasm across the global semiconductor sector. Attention is...
Wednesday 25 February 2026
Unimicron's 4Q25 profit surpasses combined earnings of first 3 quarters; 2026 capex raised to NT$34 billion
Given the steady demand for AI and high-performance computing (HPC) chips, Unimicron stated that orders for IC substrates and PCBs have picked up. This has not only steadily increased...
Wednesday 25 February 2026
Taiwan's state-owned energy firms push ahead on carbon capture
As hyperscalers' energy consumption continues to rise, pressure to cut carbon emissions is intensifying. Oil giant ExxonMobil recently disclosed during its earnings call that carbon...
Wednesday 25 February 2026
TI posts rare first-quarter growth driven by turn orders and data center momentum
Texas Instruments (TI) has provided a revenue guidance range of US$4.32 billion to US$4.68 billion for the first quarter of 2026. This outlook reflects significantly stronger seasonality...
Friday 13 February 2026
Why Applied says the AI boom is real—just waiting for more cleanrooms
Applied Materials used its fiscal first quarter 2026 earnings call to underscore that AI-related semiconductor demand is running ahead of earlier forecasts, with industry revenues...
Friday 13 February 2026
Samsung said to gain 8nm orders in Europe as 2nm plan advances

Samsung Electronics is said to be expanding its 8nm foundry customer base into Europe following earlier contract wins in the US and Ja...

Friday 13 February 2026
Winbond's two-year sell-out signals memory cycle shift and US$1.35bn capex push

Winbond Electronics is entering a powerful demand cycle, with tight supply conditions across DRAM, NOR flash, and SLC NAND extending beyond...

Thursday 12 February 2026
Cisco revenue beats expectations, but margin outlook pressured by rising memory costs

Cisco Systems forecast quarterly gross margins below market expectations, citing higher memory chip costs. The weaker margin outlook overshadowed...

Thursday 12 February 2026
Winsemi revenue falls 5% in 2025, speeds pivot to AI optical and LEO satellite markets

Win Semiconductors (Winsemi), a GaAs wafer foundry, held its earnings conference on February 11. Its fourth-quarter 2025 consolidated revenue...

Wednesday 11 February 2026
Taiwan display supply chain earnings kick off, new businesses move to center stage
Taiwan's display supply chain earnings season is starting, led by AUO and Coretronic, followed by BenQ Materials, Radiant Opto-Electronics, and Daxin Materials. Intensifying competition...
Tuesday 10 February 2026
Onsemi 4Q25 revenue drops 11% as power, analog weakness persists

Onsemi's revenue declined in the fourth quarter as its two largest business units continued to post year-over-year sales declines, highlighting...

Tuesday 10 February 2026
Onsemi posts US$1.53 billion in 4Q25 revenue as margins improve
Onsemi reported fourth-quarter revenue of US$1.53 billion, with management citing early signs of stabilization across its core markets and continued growth in AI data center demand...
Monday 9 February 2026
PixArt diversifies product mix to offset memory impact, eyes growth in gaming mice and sensors
IC design house PixArt held its earnings call on February 6, reporting that its fourth-quarter 2025 performance largely met expectations, with modest revenue growth. Gross margin,...
Monday 9 February 2026
EMS Watch: USI profit climbs 12% in 2025 as consumer electronics offset weak comms sales
Universal Scientific Industrial (Shanghai) Co. (USI) posted higher earnings in 2025 despite a decline in revenue, reflecting improving profitability amid pricing pressure and uneven...
Sunday 8 February 2026
Google named Apple's preferred cloud provider as AI partnership details remain unclear
Alphabet executives have confirmed that Google is Apple Inc.'s "preferred cloud provider," renewing market speculation over the scope of their collaboration in artificial intelligence,...