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    CXMT reportedly weighs second Beijing DRAM fab as Chinese cities compete for memory chip investment
    3min ago
    Taiwan specialty chemical firm expands Taiwan, China capacity on AI materials boom, eyes 20% revenue gain in 2026
    9min ago
    Kinsus boosts spending as global IC substrate supply stays tight
    44min ago
    Intel China adds day 0 support for MiniMax H3 after DeepSeek
    Aug 3, 18:57
    NEWS TAGGED OUTLOOK
    Tuesday 4 August 2026
    Key material shortages prompt suppliers to prioritize three customer groups
    Taiwanese research institute Chung-Hua Institution for Economic Research (CIER) released Taiwan's manufacturing purchasing managers' index (PMI) for July 2026 on August 3. The seasonally...
    Tuesday 4 August 2026
    Palantir raises outlook as US commercial AI demand accelerates, sharpening sovereignty strategy
    Palantir Technologies raised its full-year revenue and profitability forecasts after reporting a sharp acceleration in commercial demand, particularly in the US, underscoring the growing...
    Tuesday 4 August 2026
    Onsemi expects AI data-center revenue to more than double in 2026 as cyclical recovery takes hold
    Onsemi's second-quarter results pointed to a broadening recovery in semiconductor demand, with AI data-center applications emerging as the company's fastest-growing business, while...
    Monday 3 August 2026
    Apple's supply squeeze raises costs, reshapes sourcing and could widen iPhone 18 price gap
    Apple's latest earnings showed robust demand, but a weaker outlook for the coming quarter pointed to a supply-driven squeeze with implications for prices, suppliers, and device launches...
    Monday 3 August 2026
    Intel EMIB yields hit target, MediaTek eyes 2028 ASIC ramp

    MediaTek said at its latest earnings call that its second-generation data-center ASIC product remains on schedule for mass production...

    Friday 31 July 2026
    Pegatron chair says AI outlook remains strong, calls for Taiwan application push
    Pegatron chairman Tzu-hsien Tung said that although he is not an investment expert, from an industry perspective he remains optimistic about the long-term outlook for artificial intelligence...
    Friday 31 July 2026
    Tokyo Electron raises outlook as AI data center spending lifts memory demand
    Tokyo Electron lifted its operating profit outlook for April-September 2026 on July 30, citing continued investment in AI data centers and stronger semiconductor capital spending....
    Friday 31 July 2026
    Apple braces for "hundred-year flood" in component costs
    Apple's June quarter showed the strength of its core hardware business. Still, it also exposed a looming challenge: rising memory prices, tight supply of advanced chips, and heavier...
    Friday 31 July 2026
    Amazon's accelerating cloud growth reinforces AI investment case despite heavier spending outlook
    Amazon reported stronger-than-expected second-quarter results as accelerating growth at its cloud computing business underscored rising demand for artificial intelligence services...
    Thursday 30 July 2026
    Lam Research raises WFE outlook as AI drives NAND, DRAM, advanced packaging demand
    Lam Research delivered record quarterly results and raised its outlook for global wafer fab equipment (WFE) spending, citing accelerating AI-driven demand across memory, advanced logic...
    Thursday 30 July 2026
    Advantest lifts fiscal 2026 forecast as AI chip test demand surges

    Advantest raised its outlook for the fiscal year ending March 2027 after demand for chip-test equipment tied to AI data centers strengthened,...

    Thursday 30 July 2026
    Microsoft raises AI infrastructure spending outlook as Azure growth tops expectations

    Microsoft reported stronger-than-expected fiscal fourth-quarter results, driven by accelerating Azure cloud growth and rising adoption...

    Thursday 30 July 2026
    Meta earnings series 1/2: Revenue beats expectations, but AI spending crushes cash flow
    Meta Platforms delivered stronger-than-expected second-quarter revenue, but weaker earnings, shrinking free cash flow and a cautious third-quarter outlook intensified investor scrutiny...
    Thursday 30 July 2026
    Lam Research raises outlook as AI-driven semiconductor demand fuels record revenue and margin expansion
    On July 29, Lam Research reported record fiscal fourth-quarter results and issued stronger-than-expected guidance, signaling that rising demand for artificial intelligence is accelerating...
    Thursday 30 July 2026
    Meta forecasts higher AI spending as legal costs weigh on profit despite strong revenue growth
    Meta Platforms reported strong second-quarter revenue growth driven by its Family of Apps business, but lower profit and a higher spending outlook highlighted the mounting costs of...
    1/38 pages
    Research Report Database
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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