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    NEWS TAGGED OUTLOOK
    Friday 1 May 2026
    Advantest beats on AI chip testing, cautious outlook dents shares

    Japan's Advantest closed its fiscal year with strong results, highlighting how AI-driven chip demand is reshaping semiconductor testing...

    Friday 1 May 2026
    KLA 3Q26: AI chip demand drives process control, guidance fails to clear bar
    KLA Corporation's fiscal 3Q26 results underscore a familiar pattern in the current semiconductor cycle: strong execution tied to AI infrastructure demand, but investor expectations...
    Wednesday 29 April 2026
    Seagate tops estimates, raises outlook on cloud, AI demand
    Seagate Technology reported fiscal third-quarter results above market expectations and issued a stronger-than-anticipated outlook, driven by sustained demand from cloud customers and...
    Wednesday 29 April 2026
    AI token demand drives TSMC node expansion, buoying Taiwan's economy
    A global surge in artificial intelligence computing is accelerating demand for advanced semiconductors and reinforcing Taiwan's near-term economic momentum, even as leading indicators...
    Wednesday 29 April 2026
    NXP signals structural growth as automotive and industrial drive momentum
    NXP Semiconductors outlined a strengthening business outlook, with management pointing to clearer demand visibility and improving operational indicators across its end markets. CEO...
    Wednesday 29 April 2026
    NXP beats expectations and lifts outlook on improving chip demand
    NXP Semiconductors reported first-quarter fiscal 2026 revenue of US$3.18 billion, rising 12.2% year on year but down 4.6% sequentially, according to company data. Gross profit increased...
    Tuesday 28 April 2026
    AI-driven demand and record backlog fuel Cadence's strong start to 2026
    Cadence Design Systems reported a solid first quarter for 2026, with growth driven by accelerating AI demand and sustained customer investment in chip and system design tools.
    Tuesday 28 April 2026
    AI lifts memory: SK Hynix hits 72% margin as Samsung nears 70%
    SK Hynix reported record results for the first quarter of 2026, with operating margin reaching about 72% — among the highest globally — as artificial intelligence (AI)-driven...
    Sunday 26 April 2026
    ASML cuts management layers due to restructuring; TSMC stance affects High-NA outlook

    ASML is moving to eliminate a wide range of management roles as part of a broader effort to simplify its organization and improve execution,...

    Friday 24 April 2026
    Intel keeps capex steady as it shifts spending toward capacity expansion
    Intel is holding its 2026 capex broadly flat year over year, not because of reduced ambition, but because of a strategic reallocation of spending toward equipment that directly boosts...
    Friday 24 April 2026
    Intel bets on CPUs as backbone of AI growth
    Intel executives are expressing growing confidence in the company's long-term outlook, arguing that a fundamental shift in artificial intelligence toward real-world deployment aligns...
    Friday 24 April 2026
    Intel flags price increases and supply shortages as CPU demand strengthens
    Intel signaled that industry-wide supply shortages and selective price increases are helping offset weaker PC demand, even as the company works to expand supply capacity across its...
    Friday 24 April 2026
    PC chipmakers warn CPU shortages cloud 2026 shipment outlook
    CPU shortages in the PC sector have emerged as a new concern for shipments this year, in addition to ongoing memory supply issues. Industry players supplying PC peripheral chips observe...
    Thursday 23 April 2026
    Parade offsets weak PC demand with TTED, high-speed, and automotive growth
    Parade Technologies' first-quarter 2026 results and revised outlook carry broader supply-chain and demand implications for global PC and electronics markets. Memory shortages and price...
    Thursday 23 April 2026
    IBM reports steady AI-driven growth despite facing software momentum questions
    Analysts said IBM continues to show stable underlying revenue growth supported by artificial intelligence adoption and hybrid cloud demand. Its unchanged full-year outlook and softer...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook