News tagged recovery at DIGITIMES

NEWS TAGGED RECOVERY

Monday 11 May 2026

FocalTech forecasts return to growth as product mix improves

FocalTech Systems said its business is expected to bottom out in the first quarter of 2026, with a recovery already underway and a return to growth in both revenue and profitability...

Monday 11 May 2026

Samsung eyes Exynos 2700 as test for chip-unit recovery

Samsung Electronics is looking to the tentatively named Exynos 2700 application processor (AP) as a key test for its non-memory semiconductor recovery, with the chip's adoption rate...

Wednesday 6 May 2026

GlobalWafers outlines 2026 recovery path, highlights tightening 12-inch wafer supply

GlobalWafers expects the current semiconductor cycle to bottom in the first quarter of 2026, with both the speed and breadth of recovery exceeding prior expectations, as artificial...

Wednesday 6 May 2026

Explainer: Why Supermicro's margins bounced back — one customer pulled back

Supermicro's third-quarter of fiscal 2026 gross margins snapped back to 10.1% non-GAAP, up from 6.4% in the second quarter of fiscal 2026. CEO Charles Liang attributed the recovery...

Wednesday 6 May 2026

Acer E-Enabling reports record first-quarter revenue as cloud AI projects surge

Acer E-Enabling Service Business reported first-quarter 2026 revenue of NT$2.96 billion (US$93.9 million), up nearly 15% year on year, and net profit after tax of NT$199 million, delivering...

Tuesday 5 May 2026

Onsemi sees AI data center and Treo driving revenue and margin recovery

During an earnings call on May 4, Onsemi portrayed its artificial intelligence data center business and new Treo platform as central to a recovery that began in the first quarter,...

Tuesday 5 May 2026

Onsemi signals early recovery as AI demand strengthens but profitability remains volatile

Onsemi reported a mixed but generally improving set of first-quarter 2026 results, signaling early signs of recovery in key end markets while highlighting ongoing volatility in pro...

Monday 4 May 2026

AI data center demand boosts IDM growth in industrial market

Recovery in the industrial chip market, driven by AI data center demand, is poised to reshape manufacturers and supply chains worldwide, as Texas Instruments and NXP Semiconductors...

Sunday 3 May 2026

Lite-On's AI power ramp lifts 2Q26, but cautious PC outlook tempers 2H26 visibility

Lite-on Technology is forecasting essential second-quarter revenue growth as next-generation AI power management products enter mass production, president Anson Chiu said, while warning...

Saturday 2 May 2026

China's memory makers post blockbuster gains as AI tightens supply and resets prices

China's memory sector is showing clear signs of recovery, with leading players including Shenzhen Longsys Electronics and Montage Technology...

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...

Thursday 23 April 2026

Texas Instruments signals a stronger recovery on industrial and AI demand

Texas Instruments (TI) reported first-quarter 2026 revenue of US$4.83 billion, up 19% year on year, with net income rising 31% to US$1.55 billion and earnings per share of US$1.68...

Thursday 23 April 2026

Texas Instruments signals broad recovery across industrial and data center markets with cautious optimism

Texas Instruments reported that improving demand in industrial and data center markets is driving sustained sequential growth, while management maintained a cautious stance on macroeconomic...

Thursday 23 April 2026

DRAM and NAND recovery drive Lam Research outlook, AI demand strengthens equipment cycle

Analysts say Lam Research is entering a stronger-than-expected growth phase, with rising demand from DRAM and NAND customers emerging as key drivers of revenue expansion alongside...

Thursday 16 April 2026

Taiwan lens makers pivot to CPO, silicon photonics beyond smartphones

Taiwan's optical lens makers opened 2026 with a sharp rebound, driven by a recovery in the global smartphone market and rising demand for...

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