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Wednesday 4 November 2026
Apple China revenue hits record as memory costs test growth
Apple's Greater China revenue rose 21% year-over-year to a record US$17.5 billion in the fourth quarter of fiscal 2026, ended September, while full-year revenue increased 28%, driven...
Wednesday 4 November 2026
Apple expects MacBook Neo shipments to double in 2027, sources say
Apple has given suppliers a shipment forecast of 16 million MacBook Neo units for 2027, about double the nearly 8 million units expected in 2026, according to supply-chain sources.
Wednesday 4 November 2026
Rising LEO satellite share cushions Syncmold, PC market misses peak season
Taiwan's Syncmold Enterprise grew its third-quarter 2026 revenue even as global PC shipments slumped 20.1%, with its expanding low Earth orbit (LEO) satellite business offering key...
Wednesday 4 November 2026
iPhone Duo opens new growth path as AI, services, costs test Ternus
Apple's first foldable iPhone, the iPhone Duo, could reignite upgrade demand in the mature iPhone market, but supply constraints and reported display-quality issues highlight the challenge...
Wednesday 4 November 2026
Claude's growth surges, but US$895 billion compute burden clouds Anthropic IPO
Anthropic is demonstrating extraordinary demand for frontier AI, with third-quarter revenue reaching about US$17 billion, nearly twelve times the US$1.4 billion recorded a year earlier...
Wednesday 4 November 2026
Commentary: Apple's results mask uncertain demand as supply constraints ease
Apple reported record revenue for its latest fiscal quarter and forecast another record for the current quarter, attributing nearly all hardware-related pressure to supply constraints...
Wednesday 4 November 2026
OpenAI taps former Uber executive Jill Hazelbaker to lead corporate affairs
OpenAI has appointed Jill Hazelbaker, formerly president and chief corporate affairs officer at Uber, as its chief corporate affairs officer, putting a veteran of tech and political...
Wednesday 4 November 2026
Onsemi targets every stage of AI power delivery while holding back automotive restocking
Onsemi is pitching its AI data center business as a play on the entire power path inside an AI rack, and for now it is prioritizing that business and industrial customers over automotive...
Wednesday 4 November 2026
AMD expects more than 80% revenue growth in 2027, led by data centers
AMD expects company-wide revenue to grow more than 80% in 2027, an expansion increasingly dependent on delivering AI systems and server processors at scale. Data centers already generate...
Wednesday 4 November 2026
AMD plans for a weaker PC market in 2027 as embedded growth gains momentum
AMD is preparing for another difficult year in PCs even as demand for its data center products exceeds available supply. The company's earnings call exposed the widening gap between...
Wednesday 4 November 2026
Winbond profit surges 12-fold in 3Q26 as gross margin tops 70%
Winbond Electronics reported strong results for the third quarter of 2026, with revenue, including subsidiary Nuvoton Technology, reaching NT$82.33 billion (approx. US$2.51 billion),...
Wednesday 4 November 2026
Screen doubles investment as Kyoto equipment site takes shape
Screen Holdings is expanding production of semiconductor cleaning equipment with a JPY25 billion (US$157.53 million) site in Nagaokakyo, Kyoto, while raising its capex budget for the...
Wednesday 4 November 2026
LG Energy Solution's storage battery surge restores core profit as spending falls
LG Energy Solution's third-quarter recovery shows energy storage as a growing earnings driver as the battery maker redirects production toward North American demand. Better factory...
Wednesday 4 November 2026
Team Group expands capacity 50% for AI and industrial control as memory shortage peaks through 2Q27
Taiwanese memory module maker Team Group is gearing up for a major expansion. Chairman Dann-Ning Hsia stated that 2026 has been a pivotal year of strong financial performance and strategic...
Tuesday 3 November 2026
TDK invests JPY100B in physical AI sensors, targets 2029 production
Electronic components maker TDK will invest about JPY100 billion (US$633.5 million) to renovate an existing factory in Ojiya, Niigata Prefecture, Japan, and expand magnetic sensor...