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,...
Taiwan's export surge is increasingly tied to high-value AI servers and pricier memory chips, a shift with implications far beyond the island. As exports climb, the outlook underscores...
Largan chairman Adam Lin spoke about the company's cautious smartphone outlook while taking a more aggressive stance on co-packaged optics (CPO) during a recent online earnings briefing...
Taiwanese IC design giant Realtek reported September 2026 consolidated revenue of NT$12.378 billion (US$388.5 million), down 0.7% month-over-month and up 23.35% year-over-year. Third-quarter...
Largan Precision will hold its earnings call on October 8, when the optical lens maker is due to report third-quarter results and outline its fourth-quarter outlook. With September...
Marvell Technology is betting that the next phase of AI infrastructure growth will require substantially more networking and optical connectivity, raising its fiscal 2028 revenue outlook...
Catcher Technology said its existing AI products continued to expand shipments as the year-end period approached, while medical and drone businesses were entering mass production....
Climax Technology said elevated memory prices are pressuring its gross margin in the second half of 2026, while longer customer validation cycles for substitute memory parts are also...
Taiwan's auto dealers have continued to push out new models even amid a market downturn this year. At the same time, Taiwan's auto industry is opening a new chapter in exports.
