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Thursday 23 April 2026
SK Hynix flags persistent HBM shortage as demand outpaces supply
SK Hynix said demand for high-bandwidth memory is expected to outpace supply for several years, underscoring persistent constraints in the AI memory market even as the company ramps...
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's watsonx, mainframe surge, and sovereign AI push power a landmark 1Q26
IBM opened fiscal year 2026 on a high note. The company reported strong first-quarter results, driven by software momentum, a record mainframe surge, and its best first-quarter free...
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...
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 23 April 2026
Interview: Seiko Epson outlines engineered future vision for 2035 amid geopolitical challenges
Amid volatile geopolitical tensions affecting Japan's components, manufacturing, and end-user sectors, Seiko Epson unveiled its Engineered Future 2035 long-term vision. The plan aims...
Thursday 23 April 2026
Innos lists on OTC market, leveraging probe card demand wave with three major growth engines
Probe card full-line automation equipment supplier Innostar Service (Innos) has been listed on the over-the-counter (OTC) market on April 22. Looking ahead, Innos stated that AI applications...
Thursday 23 April 2026
Asia Vital Components eyes liquid cooling growth while testing space-ready thermal plates
Asia Vital Components' push into liquid cooling and space-ready thermal solutions signals a broader shift in data center design and supply chains, with implications for hyperscalers...
Thursday 23 April 2026
Zhen Ding will build 10 new factories for global expansion
Taiwan-based PCB maker Zhen Ding Tech has stated that as customers' next-generation product platforms gradually enter mass production starting from the second quarter of 2026, its...
Thursday 23 April 2026
EV outlook revised downward as automakers pull back
Global forecasts of electric vehicle (EV) adoption have been lowered as automakers scale back near-term production and investment plans amid weaker-than-expected demand and mounting...
Wednesday 22 April 2026
AI optical communication and automotive demand boost TXC, Taitien quartz component sales in 1Q26
Benefiting from strong AI high-frequency, high-speed transmission and communications infrastructure demand, TXC reported robust AI optical communication orders in the first quarter...
Wednesday 22 April 2026
SpaceX reportedly files confidential IPO plans in potential record-breaking offering
SpaceX has reportedly filed confidential paperwork for an initial public offering that could rank among the largest in history, targeting a valuation of up to US$1.75 trillion and...
Wednesday 22 April 2026
Analysis: Apple's new CEO has a secret robot team — and big plans for your home
Apple has officially announced that John Ternus will succeed Tim Cook as CEO. Given Ternus's deep hardware background, product innovation at the hardware level is widely expected to...