Samsung Electronics' latest results show AI infrastructure demand increasingly determining the group's earnings, with soaring semiconductor profit offsetting continued losses in its...

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...

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...

Celestica said customer demand forecasts for 2028, based solely on programs it has already won, are "meaningfully higher" than its 2027 revenue outlook, as it used its October 27 Investor...

NXP Semiconductors' latest results point to a business gaining from more complex vehicle electronics and industrial computing, while its emerging data center operation offers another...

Fine M-Tec has rejected claims that components it supplied contributed to reported display damage in Apple's first foldable iPhone, saying the issue involves multiple components and...

Celestica's latest results suggest that its next challenge will be expanding production fast enough to serve AI infrastructure customers while keeping cash requirements under control...

Cadence Design Systems' third quarter suggests demand for chip design tools is still rising, with AI-driven design work showing up in both revenue and backlog, while the cost of buying...

LG Display expects foldable smartphones to grow faster than the market had forecast. That outlook carries a complication: the company reportedly does not make folding phone screens...

IBM's third quarter went some way towards answering whether the deal slippage that hit its second quarter reflected weaker demand or delayed timing. Revenue rose 5% year on year, or...

Market expectations for cloud AI demand have generally remained bullish through 2028-2029, with order visibility extending clearly over the next two to three years. The outlook for...

Surging memory prices are forcing e-reader makers to raise prices, weakening demand and clouding E Ink Holdings' 2026 outlook. E Ink has cut its revenue-growth forecast, while Netronix...

At last week's SEMICON West 2026 industry outlook forum, research firms said investment in US AI data centers continues to accelerate, but the industry still faces multiple hurdles...

AI data center investment continues to expand, keeping the global memory market undersupplied in the fourth quarter of 2026. Rising DRAM and NAND Flash contract prices are boosting...

SEMI's latest 12-inch fab outlook projects double-digit annual growth in equipment spending from 2026 through 2029, with forecasts revised upward from its previous edition. However,...