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NEWS TAGGED PERFORMANCE
Thursday 29 January 2026
Celestica posts sharp revenue gains as cloud and AI spending rise

Celestica, a global supplier of data center infrastructure and advanced technology manufacturing, reported sharply higher revenue and...

Thursday 29 January 2026
Tesla bets future on custom chips as profit plunges 64%
Tesla's latest earnings showed softer vehicle demand but improving margins, while management and analysts focused on the company's accelerating investments in custom chips, AI compute,...
Thursday 29 January 2026
China advances system-level datacenter design through PCIe 6.x, CXL 3.x interconnect
In recent years, data center development has focused on boosting the performance of CPUs, GPUs, and other compute processors. As computing scale continues to expand, the incremental...
Wednesday 28 January 2026
SK Hynix reports record-breaking 2025 earnings driven by AI memory boom
SK hynix Inc. announced record-breaking financial results for fiscal year 2025 on Thursday, driven by its dominant competitiveness in the AI memory sector and high-value products like...
Wednesday 28 January 2026
SK hynix Announces FY25 Financial Results

SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has achieved record financial results in 2025 – 97.1467 trillion won in revenue, 47.2063...

Wednesday 28 January 2026
MetaX revenue more than doubles to US$230 million as losses narrow
China's GPU developer MetaX reported strong revenue growth for fiscal 2025, driven by rising demand for domestically produced AI chips. In a preliminary earnings release on January...
Wednesday 28 January 2026
Musk plans to cut AI chip design cycle to 9 months
Tesla CEO Elon Musk posted on X that the AI5 chip design is "almost done and AI6 is in early stages," with AI7, AI8, and AI9 "aiming for a 9-month design cycle." Musk stated that the...
Wednesday 28 January 2026
Apple's iPhone 17 powers a strong quarter as memory costs soar
Apple is set to report fiscal first-quarter 2026 earnings on January 29, with strong sales of the iPhone 17 expected to drive record operating performance and solid smartphone shipments...
Wednesday 28 January 2026
MediaTek partners with Google, targets US$10 billion ASIC business by 2027
MediaTek's performance in ASICs has been the center of market interest as it continues to heavily invest in Taiwan and North America to break into the cloud AI market. Rumors have...
Wednesday 28 January 2026
TI sees uneven recovery: Industrial rebuilds and data center booms, but consumer electronics fade
Texas Instruments' latest commentary during its Q4 2025 earnings call on January 27, 2026, shows a company increasingly shaped by industrial, automotive, and data center demand, even...
Wednesday 28 January 2026
Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers

Collaboration combines GUC's ASIC design leadership with Lightmatter's industry-leading 3D CPO platform to redefine AI infrastructure scalability.Lightmatter, the leader...

Tuesday 27 January 2026
The end of the copper age? Lightmatter builds an alliance to power the optical future

In a major coordinated push to reshape high-performance computing, Lightmatter has announced strategic collaborations with Global Unichip Corp....

Tuesday 27 January 2026
Chinese GPU startup Iluvatar CoreX lays out roadmap targeting Nvidia's Rubin
Chinese GPU startup Iluvatar CoreX has unveiled a multi-generation product roadmap that it says could see its fourth-generation architecture surpass Nvidia's upcoming Rubin platform...
Tuesday 27 January 2026
Column: From black-and-white TVs to AI chips, Taiwan's export leadership continues
Taiwan's information and communications technology (ICT) sector—dominated by the semiconductor industry and Electronics Manufacturing Services (EMS)—accounted for 65.2%...
Tuesday 27 January 2026
Samsung, LG turn to RGB Mini-LED as Chinese TV rivals gain ground

Samsung Electronics and LG Electronics unveiled new RGB Mini-LED televisions at the CES 2026 trade show, signaling a strategic bet on...