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Thursday 16 May 2024
Quanta's 1Q24 earnings call: opportunities in AI, 3 key factors for upcoming strategies
Quanta released its first quarter financial report during its online earnings call on May 15, noting quarterly growth in gross margin, operating margin, and net income after tax,...
Wednesday 15 May 2024
Foxconn's 1Q24 earnings call: more opportunities for CDMS business model as EV market competition intensifies
Foxconn held its earnings call for the first quarter of 2024 on May 14, during which the focus remained on AI servers and the EV market. By building upon its solid technological expertise,...
Wednesday 15 May 2024
Inventec's 1Q24 earnings call: growth across three major product lines, AI server revenue to double
Leading electronics ODM Inventec held its first quarter earnings call on May 14.
Monday 6 May 2024
Apple no longer silent on AI; GenAI major talking point at earnings call
At its recent earnings conference for the second quarter of fiscal year 2024, Apple finally strayed away from its past tight-lipped approach regarding AI and Generative AI, openly...
Monday 29 April 2024
BYD shares face earnings test as China's EV price war heats up
After getting a jump on competitors in the latest round of China's electric-vehicle price war, BYD Co. now faces a key test of proving that it can withstand the impact on profits.
Monday 29 April 2024
MediaTek's 1Q24 revenue and earnings rise, full-year visibility improves
MediaTek has presented its detailed first-quarter financial report. The fabless chipmaker's gross profit margin was significantly higher than the average level thanks to strong customer...
Friday 26 April 2024
Microsoft, Google gain after AI fuels cloud computing demand
Microsoft Corp. and Google owner Alphabet Inc. sent a clear message to investors on Thursday: Our spending on artificial intelligence and cloud computing is paying off.
Thursday 25 April 2024
Tesla earnings call leaves more questions to the market
Tesla reported unsatisfactory financial results for the first quarter of 2024, as expected.
Tuesday 23 April 2024
Meta 'opening up' Quest headset operating system to rivals
Facebook parent Meta Platforms Inc. is "opening up" its Meta Quest headset operating system to other hardware makers, part of an effort to boost its standing in the nascent augmented...
Friday 19 April 2024
SK Hynix is set to surf AI wave as rivals confirm growing demand
SK Hynix Inc. will have to contend with high expectations when it reports next week after solid earnings from the likes of Micron Technology Inc. cemented optimism about demand for...
Friday 19 April 2024
TSMC's earnings call points to AI HPC as sole driver
TSMC offered its take on market developments at its quarterly earnings call on April 18: while demand for AI-related high-performance computing (HPC) continues to grow, the same cannot...
Friday 12 April 2024
Key takeaways from Largan's 1Q24 earnings call
Largan Precision, one of the largest Taiwan-based makers of smartphone lens modules, held its quarterly earnings call on April 11.
Thursday 14 March 2024
Foxconn's recent AI server news to be 4Q23 earnings call highlight
Foxconn will hold its earnings call for the fourth quarter of 2023 in the afternoon of March 14.
Tuesday 5 March 2024
Taiwan CIS earnings calls show light at the end of the tunnel
Earning calls from Taiwan's CIS supply chain promise an uptick in demand in 2024.
Friday 23 February 2024
Nvidia frenzy widens gap between US chipmakers and Asian peers
The artificial intelligence mania sparked by Nvidia Corp.'s sterling results has given a lift to Asia's major chipmakers, but it hasn't closed the valuation gap with their US peers...
Research Report Database
Summary of Tech Supply Chain News!
Global chip firms tapping local talents and growing demands in Vietnam, says DIGITIMES Research
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research