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NEWS TAGGED GROWTH
Thursday 30 July 2026
Arm's AI-driven data center growth offsets smartphone weakness, but softer handset outlook weighs on shares
Arm Holdings reported stronger-than-expected first-quarter results as demand for AI and data center chips lifted licensing and royalty revenue. However, the company's warning of slower...
Thursday 30 July 2026
Samsung memory sales up 471% in 2Q26; foundry targets double-digit second-half growth

Samsung Electronics' Device Solutions (DS) division posted the most profitable quarter in its history in 2Q26, generating operating...

Thursday 30 July 2026
Meta forecasts higher AI spending as legal costs weigh on profit despite strong revenue growth
Meta Platforms reported strong second-quarter revenue growth driven by its Family of Apps business, but lower profit and a higher spending outlook highlighted the mounting costs of...
Thursday 30 July 2026
Qualcomm bets on AI and automotive growth to offset Apple decline as weak outlook pressures shares
Qualcomm forecast weaker fourth-quarter earnings and warned that revenue from Apple products will decline faster than previously expected, underscoring near-term pressure on its smartphone...
Thursday 30 July 2026
Research Insight: German automakers shift strategy as AI powers next-gen cars

Global automakers are facing slower market growth, the rapid rise of Chinese carmakers, and sustained EV investment, with Volkswagen,...

Thursday 30 July 2026
AI demand squeezes memory supply, pressuring PC and TV markets
At an earnings call on July 28, 2026, Coretronics president Sarah Lin said strong demand from the AI industry is creating a clear crowding-out effect on the projector supply chain,...
Thursday 30 July 2026
Amkor reallocates SiP production to Vietnam, freeing Korean cleanrooms for AI packaging
Amkor Technology reported record second-quarter results for 2026, characterized by broad-based revenue growth and significant strategic shifts in its global manufacturing footprint...
Wednesday 29 July 2026
Inventec plans NT$18.128 billion capacity expansion in Taiwan, Thailand, Texas
Inventec said it would expand manufacturing capacity in Taiwan, Thailand, and the US with total spending of NT$18.128 billion. The ODM maker outlined new plants, facility upgrades,...
Wednesday 29 July 2026
Faraday lifts revenue on ASIC and MCU demand as AI delays push projects back
Faraday Technology reported stronger-than-expected second quarter 2026 results, with consolidated revenue rising to NT$3.31 billion and net profit reaching NT$200 million. The ASIC...
Wednesday 29 July 2026
Corning bets on SiPh and CPO to drive AI data center growth

Corning expects AI infrastructure to become an increasingly powerful growth engine, outlining how its glass technologies will move beyond...

Wednesday 29 July 2026
Seagate forecasts strong 1Q growth on sustained AI-driven cloud demand

On July 28, Seagate Technology reported sharply higher revenue and profit for its fiscal fourth quarter, driven by continued demand...

Wednesday 29 July 2026
Corning raises long-term growth targets after 2Q26 profit increases

On July 28, Corning reported higher revenue and profit for the second quarter, supported by growth across several business segments,...

Wednesday 29 July 2026
KLA executives outline growth strategy amid accelerating AI infrastructure demand

During KLA's June 2026 earnings call, held on July 28, executives detailed the company's financial performance and strategic outlook,...

Wednesday 29 July 2026
KLA raises wafer equipment market outlook as AI investment drives record quarterly revenue

KLA raised its outlook for the global wafer equipment market and forecast record revenue for the current quarter after reporting better-than-guidance...

Wednesday 29 July 2026
NXP posts strong 2Q as investors remain cautious on chip outlook

Despite robust performance in the automotive sector and growing demand for artificial intelligence, NXP Semiconductors' second-quarter...