Amazon expects its cloud unit to keep growing faster than 40% a year through 2028, even as costs from its satellite internet project hold back fourth-quarter profit.
Passive component manufacturer Yageo said robust AI demand is driving shipments of multilayer ceramic capacitors (MLCCs) and tantalum capacitors, pushing AI-related applications to...
The in-cabin sensing market is entering a rapid expansion phase. Global Market Insights estimates that the market for in-cabin sensing, including biometric identification and driver...
Strong demand for AI applications and cloud services is driving investment in high-performance computing chips and AI servers, prompting Taiwan manufacturers to expand capacity and...
Taiwan-based CoreIntelligence Holdings Corporation (CiHC) expects demand for its in-car projection products to grow 60% to 70% in 2027, as high-end projection solutions and immersive...
Delta Electronics expects fourth-quarter 2026 operations to improve from the third quarter, supported by artificial intelligence (AI) data center construction, said chairman Ping Cheng...
Intel's server expansion is drawing equipment and materials suppliers into a capacity push, but the benefits will arrive in stages. Management's October 29 earnings-call comments identified...
Sandisk's latest quarter showed enterprise storage as a stronger growth engine while its consumer business contracted. This divergence is central to interpreting the company's expansion:...
Amazon's third quarter showed its cloud expansion translating into stronger operating profitability, while the cash demands of building AI infrastructure kept rising. The result sharpens...
STMicroelectronics is turning a demand recovery into stronger factory economics, with communications and embedded-processing products driving the improvement. Yet the widening loss...
Intel's growing AI PC sales are coexisting with a shrinking PC market, as memory constraints weaken purchases and computer makers reduce processor inventories. The distinction matters...
Texas Instruments (TI) and NXP Semiconductors both reported 40% to 50% year-over-year growth in their industrial businesses during their latest earnings calls for the third quarter...
Silicon Motion Technology reported third-quarter 2026 revenue of about US$560 million, marking a record high for the fourth consecutive quarter. Revenue rose 24% quarter-over-quarter...
AI is driving strong demand for silicon photonics, but LandMark Optoelectronics' planned sixfold capacity expansion over two years still falls short of customer requirements. The optical...
UMT's revenue increased 71% year-over-year in the first three quarters of 2026 as global demand for low Earth orbit (LEO) satellite deployments lifted sales of millimeter-wave communications...
