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    Exclusive: China SiC substrate suppliers cut prices as losses persist amid oversupply
    Jun 3, 18:21
    Exclusive: SiC substrate prices stay depressed as 800V HVDC demand rises
    Jun 3, 18:21
    Memory boom driven by DRAM now, but HBM will decide the future
    Jun 3, 18:21
    Huawei's Tau Law puts glass substrates at the center of advanced packaging
    Jun 3, 18:21
    Memory shortage drags down PC market as Apple’s MacBook Neo stands out
    Jun 3, 18:21
    NEWS TAGGED GUIDANCE
    Monday 1 June 2026
    US moves to block Nvidia AI chips from reaching Chinese firms overseas

    The US Commerce Department has moved to close a potential export-control loophole that may have allowed Chinese technology companies to...

    Friday 29 May 2026
    Dell posts record results and lifts full-year outlook on AI demand
    Dell reported a record first quarter for fiscal 2027, with revenue rising 88% to US$43.8 billion and diluted earnings per share climbing 214% to US$4.86. The company said demand was...
    Thursday 28 May 2026
    Synopsys raises fiscal 2026 outlook after strong second-quarter revenue growth
    Synopsys raised its fiscal 2026 revenue target after reporting a 42% year-over-year rise in second-quarter sales, driven by continued demand for AI-related chip design tools and verification...
    Wednesday 27 May 2026
    Thunder Tiger, Elan eye defense and commercial drone markets

    Thunder Tiger said on May 26 that it has signed a memorandum of understanding (MoU) with Elan Microelectronics to jointly develop AI...

    Wednesday 20 May 2026
    China's top NAND flash chipmaker YMTC begins IPO tutoring with Chinese banks
    China's leading memory chipmakers are accelerating their push into public capital markets, with YMTC Group formally entering IPO guidance on May 19, shortly after domestic DRAM leader...
    Friday 15 May 2026
    SMIC beats margin guidance even as operating profit slides
    On May 14, Semiconductor Manufacturing International Corporation (SMIC) released its unaudited financial results for the first quarter of 2026, reporting a modest quarterly revenue...
    Friday 15 May 2026
    Foxconn says AI server mix and consignment model will drive annual shipments to more than double
    Foxconn (Hon Hai) held an online investor briefing on May 14, where executives outlined that cloud and networking products accounted for nearly 50% of group revenue in the first quarter...
    Thursday 14 May 2026
    Appier posts record 1Q26 revenue and profit, lifts 2Q26 outlook
    Appier, an AI-native Agentic AI-as-a-Service company, reported on May 13 that first-quarter 2026 revenue and profit reached record highs and that it expects second-quarter 2026 results...
    Thursday 14 May 2026
    Cisco accelerates AI push with Silicon One gains and major restructuring plan
    Cisco Systems reported record fiscal third-quarter results for fiscal 2026, surpassing its own financial guidance, driven by triple-digit order growth from hyperscale cloud providers...
    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...
    Wednesday 6 May 2026
    GlobalFoundries signals stronger second half despite mixed end-market demand
    GlobalFoundries reported first-quarter results broadly in line with expectations, with management highlighting solid execution and profitability at the upper end of guidance ranges,...
    Wednesday 6 May 2026
    Supermicro posts US$10.2B in Q3 revenue, missing own guidance by US$2B as working capital swings drive US$6.6B cash outflow
    Supermicro reported fiscal third-quarter revenue of US$10.24 billion, up 123% year-over-year but down 19% sequentially and well below both the company's own guidance of at least US$12.3...
    Friday 1 May 2026
    KLA 3Q26: AI chip demand drives process control, guidance fails to clear bar
    KLA Corporation's fiscal 3Q26 results underscore a familiar pattern in the current semiconductor cycle: strong execution tied to AI infrastructure demand, but investor expectations...
    Thursday 30 April 2026
    Amazon posts solid growth as AWS and AI investments drive momentum
    ON April 29, Amazon reported first-quarter results that exceeded expectations on key metrics, supported by continued strength in its cloud and advertising businesses. Revenue rose...
    Thursday 30 April 2026
    Qualcomm flags near-term headwinds as data center push gains traction
    Qualcomm reported results broadly in line with its guidance, but noted ongoing headwinds from memory supply constraints and soft smartphone demand. Revenue for the fiscal second quarter...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook