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    CXMT IPO may highlight Samsung's memory value, Korean media says
    Jun 11, 18:38
    Tesla’s US-made LFP push faces China’s scale advantage
    Jun 11, 18:38
    China's memory makers speed up capital moves as Biwin, Longsys expand
    Jun 11, 18:38
    CXMT and YMTC advance IPOs as AI demand lifts memory growth
    Jun 11, 18:38
    Google TPU orders shift as MediaTek, Marvell and Broadcom split the market
    Jun 11, 18:38
    HPSP reportedly wins Terafab order tied to Musk’s semiconductor project
    Jun 11, 18:38
    NEWS TAGGED GUIDANCE
    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...
    Friday 24 April 2026
    STMicroelectronics tops 1Q26 guidance, sees data center revenue surpass US$1 billion by 2027
    STMicroelectronics reported first-quarter 2026 revenue of US$3.10 billion, up 23% year over year, with results coming in above the midpoint of its guidance as growth in personal electronics...
    Thursday 23 April 2026
    IBM reports steady AI-driven growth despite facing software momentum questions
    Analysts said IBM continues to show stable underlying revenue growth supported by artificial intelligence adoption and hybrid cloud demand. Its unchanged full-year outlook and softer...
    Friday 17 April 2026
    Analysis: ASML lifts 2026 guidance on strong EUV demand
    ASML delivered first-quarter 2026 results that exceeded expectations, prompting management to raise its full-year guidance despite a cautious outlook for the second quarter. The company...
    Thursday 16 April 2026
    TSMC lifts full-year outlook above 30% as AI demand powers another record quarter
    Fresh off a quarter in which it beat its own margin forecasts by a wide margin, TSMC issued second-quarter guidance that signals the AI-driven chip boom is accelerating rather than...
    Thursday 16 April 2026
    ASML raises 2026 revenue guidance as AI-driven chip demand overwhelms supply — and its customers know it
    The lithography giant's first quarter earnings call reveals more than a beat-and-raise quarter: it exposes a structural shift in how chipmakers relate to their sole EUV supplier
    Saturday 11 April 2026
    Novatek hits 1Q26 revenue target on SoC, edge AI growth
    Taiwanese display driver IC (DDI) leader Novatek Microelectronics reported March 2026 revenue of NT$8.47 billion (approx. US$266.32 million), up 19.9% from February but down 9.6% from...
    Wednesday 11 March 2026
    Oracle says AI infrastructure projects are profitable and margins should improve as capacity comes online
    Oracle told investors during its third-quarter fiscal-year 2026 earnings call that its AI infrastructure business is profitable today and should become more so as under-construction...
    Thursday 5 March 2026
    Broadcom posts $19.3B quarter as AI surge drives $22B revenue outlook
    Broadcom's first-quarter results and stronger-than-expected guidance underscore accelerating AI-driven demand in the data-center market, with implications for chip supply chains and...
    Monday 2 March 2026
    TSMC bolsters local equipment supply chain with subsidies and five-year rebate program
    TSMC is accelerating supplier upgrades and has made growing the share of Taiwan-sourced equipment components a long-term strategic objective. As of February 2026, it had worked with...
    Thursday 26 February 2026
    Nvidia's strong quarter and outsized guidance soothe fears of an AI investment bubble
    On February 25, Nvidia's blowout fourth-quarter results and bullish fiscal-2027 guidancehelped dispel recent market worries that the AI spending boom may be an unsustainable bubble,...
    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...
    Sunday 15 February 2026
    Why is TSMC spending $45bn so early?

    Taiwan Semiconductor Manufacturing Co. (TSMC) has greenlit a massive $44.96 billion capital budget following a historic board meeting in Kumamoto,...

    Friday 13 February 2026
    Applied beats as AI chip spending nears $1tn tipping point
    On February 12, Applied Materials Inc. (AMAT) announced fiscal first-quarter 2026 financial results that exceeded the midpoint of its previous guidance, driven by a significant surge...
    Thursday 5 February 2026
    Flex tops fiscal 3Q26 guidance, lifts full-year outlook

    EMS provider Flex reported fiscal third-quarter 2026 results that exceeded its guidance and raised its full-year forecast, citing continued...

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    AsiaCPO
    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
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook