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Thursday 5 November 2026
AI demand lifts Kyocera revenue as company raises forecast again
Japanese electronic components giant Kyocera reported record revenue of JPY1.08 trillion (approximately US$6.83 billion) for the first half of fiscal 2026 (April to September 2026),...
Thursday 5 November 2026
Qisda revenue rises 13% in October as AI businesses accelerate
Qisda posted October consolidated revenue of NT$19.39 billion (US$590.8 million), up 13.47% year-over-year but down 1.85% from September, as its AI infrastructure, AI solutions, and...
Thursday 5 November 2026
Inventec server demand drives record 10-month revenue
Inventec reported October revenue of NT$79.97 billion (approx. US$2.44 billion), down 18.9% from September but up 46.0% from October 2025, setting a record high for the same period...
Wednesday 4 November 2026
Supermicro eyes faster cash conversion as turnaround times shrink to 74 days
Supermicro expressed confidence to analysts during its earnings call for the first quarter of fiscal year 2027 regarding quicker turnaround times for orders and improved cash flow...
Wednesday 4 November 2026
AMD expects more than 80% revenue growth in 2027, led by data centers
AMD expects company-wide revenue to grow more than 80% in 2027, an expansion increasingly dependent on delivering AI systems and server processors at scale. Data centers already generate...
Tuesday 3 November 2026
Apple's record holiday sales outlook faces costly test from memory inflation, AI spending

Apple expects record holiday-quarter revenue, but surging memory prices, supply constraints, and rising Siri AI costs threaten profitability, putting...

Tuesday 3 November 2026
MediaTek, Marvell, Broadcom battle for ASIC supply through 2028
Competition in the AI application-specific integrated circuit (ASIC) market will extend beyond 2028, industry sources said, with MediaTek, Broadcom, and Marvell competing not only...
Monday 2 November 2026
GigaDevice's massive financial growth in 2026 capitalizing on its A+H listing, memory surge
GigaDevice's financial performance through the first three quarters of 2026 highlights a transformative period driven by strategic market positioning, capital expansion, and robust...
Saturday 31 October 2026
Analysis: Elon Musk, Jensen Huang clash over neocloud survival
The outlook for AI neocloud providers has sparked a clash between Tesla CEO Elon Musk, who warned that more than 200 such companies could face large-scale failures or consolidation,...
Saturday 31 October 2026
MediaTek raises ASIC outlook as fourth-quarter revenue could jump 32%
MediaTek reported third-quarter 2026 revenue of NT$168.06 billion (US$5.17 billion), up 10.4% quarter-over-quarter (QoQ) and 18.3% year-over-year, and projected fourth-quarter revenue...
Friday 30 October 2026
STMicroelectronics' recovery gains momentum, but power chips lag
STMicroelectronics is turning a demand recovery into stronger factory economics, with communications and embedded-processing products driving the improvement. Yet the widening loss...
Friday 30 October 2026
AUO returns to a third-quarter loss as panel demand weakens
AUO reported a consolidated net loss attributable to its parent-company owners in the third quarter of 2026 as cautious panel purchasing and weaker consumer electronics demand reduced...
Thursday 29 October 2026
Samsung's AI memory boom drives record profit as device division stays in loss
Samsung Electronics' latest results show AI infrastructure demand increasingly determining the group's earnings, with soaring semiconductor profit offsetting continued losses in its...
Thursday 29 October 2026
ASM's earlier growth target puts supply chain execution in focus
ASM International's stronger outlook suggests that investment in advanced chipmaking is accelerating demand for its deposition equipment faster than the company had previously planned...
Thursday 29 October 2026
KLA's stronger outlook puts process control capacity in focus
KLA's latest results suggest that the expansion of AI chip manufacturing is increasing demand for inspection and measurement equipment, with its ability to deliver complex systems...