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Wednesday 28 October 2026
Transformation in focus as display supply chain kicks off investor briefings
The panel display supply chain's transformation marathon continues as companies begin a week of investor briefings centered on new businesses. CoreIntelligence (CiHC), AUO, Radiant,...
Wednesday 28 October 2026
HTC launches Vivee AI companion pet in US
HTC Corporation announced on the 27th that it has launched Vivee, an AI companion device, first in the US, with plans to expand into Taiwan, Japan, and Europe. Alongside its recently...
Wednesday 28 October 2026
IC designers MediaTek, Realtek, and Parade face 3Q26 earnings tests
Taiwanese IC design leaders MediaTek, Realtek, and Parade Technologies will hold their third-quarter 2026 earnings conferences in succession this week, offering the market an early...
Wednesday 28 October 2026
SK Hynix's record quarter shows AI demand turning memory into a contracted, supply-limited business
SK Hynix's third quarter suggests that, for now, the memory industry's familiar boom-and-bust pattern is giving way to something closer to a contracted, supply-constrained business...
Wednesday 28 October 2026
Semiconductor equipment is not AI chip growth's biggest bottleneck
AI is driving a steady upward revision in chip demand, but semiconductor equipment shortages are not the biggest obstacle to expanding AI chip production, according to industry sources...
Wednesday 28 October 2026
Cambricon profit jumps 131%, CEO says firm never gave 1 million-chip forecast
Chinese AI chipmaker Cambricon Technologies reported a 131.49% increase in net profit attributable to shareholders for the first nine months of 2026, while revenue more than doubled...
Wednesday 28 October 2026
Huawei elevates consumer chief Gang He to board as consumer unit gains strategic weight
Huawei Technologies has reshuffled its top leadership, appointing Consumer Business Group (BG) CEO Gang He to its 17-member board. The move follows the departure of former board member...
Wednesday 28 October 2026
SK hynix Announces 3Q26 Financial Results

SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has recorded 104.6155 trillion won in revenues, 83.3338 trillion won in operating profit (with...

Tuesday 27 October 2026
Jensen and Musk both think aging GPUs are worth more than the books show
Speaking at GTC Berlin and on SpaceX's third-quarter 2026 earnings call, respectively, Nvidia CEO Jensen Huang and Tesla CEO Elon Musk reached a rare consensus on a pivotal topic:...
Tuesday 27 October 2026
Australia's AI build-out hits the grid: how a delayed power line wiped out AUD3 billion
Australia's push to become an AI infrastructure hub for the Asia-Pacific is running into constraints that capital alone cannot solve: the last mile of grid connection, and the consent...
Tuesday 27 October 2026
Chinese EVs push imported models ahead of South Korean vehicles
Imported electric vehicles captured more than half of South Korea's new electric passenger-car registrations during the first nine months of 2026, marking the first time the share...
Tuesday 27 October 2026
Nvidia DSX POD challenges traditional AI data center construction
At its GTC conference in Berlin, Nvidia discussed the RTX Spark notebook, various implementations and partnerships involving physical AI, AI agents, and CUDA-X, as well as the DSX...
Tuesday 27 October 2026
Charts: Why German automakers are becoming marginalized in US BEV market
German automakers maintained overall sales in the US during the third quarter, but that momentum came mainly from gasoline-powered vehicles. In the battery electric vehicle (BEV) market,...
Tuesday 27 October 2026
Nvidia says GPUs last 8 years, unlocking AI financing
After the GTC Berlin conference, Nvidia CEO Jensen Huang and Silicon Valley technology investor Gavin Baker spoke with Yahoo Finance for about half an hour. Huang confirmed...
Tuesday 27 October 2026
AWS, Google challenge CUDA as AMD, Intel cut AI switch costs
AWS has launched the open-source TorchNeuron tool, allowing developers to port PyTorch artificial intelligence (AI) applications to its custom Trainium chips without rewriting code...