News tagged revenue at DIGITIMES

NEWS TAGGED REVENUE

Friday 13 February 2026

TSMC and memory makers boost capex to offset China export restrictions impact

TSMC raised its 2026 capital expenditure forecast to US$52-56 billion, driving strong demand in the global semiconductor supply chain amid AI growth. Memory giants SK Hynix, Micron,...

Friday 13 February 2026

Naura rises to No. 5 in global semiconductor equipment rankings

China's semiconductor equipment makers are advancing rapidly even as the global chip supply chain undergoes restructuring and geopolitical...

Friday 13 February 2026

Transformer exports and domestic infrastructure boost Taiwan's heavy electrical sector in early 2026

Taiwan's heavy electrical industry kicked off 2026 with strong performance, driven by robust orders from Taiwan Power Company's (Taipower) grid resilience projects, and sustained demand...

Friday 13 February 2026

Applied beats as AI chip spending nears $1tn tipping point

On February 12, Applied Materials Inc. (AMAT) announced fiscal first-quarter 2026 financial results that exceeded the midpoint of its previous guidance, driven by a significant surge...

Friday 13 February 2026

Foxconn founder hands out $95m in bonuses as company targets $290bn in sales

Foxconn Technology Group held its 2026 All-Foxconn Sports Games on February 12, drawing 17,000 employees and family members and more than 30,000 participants in total. Chairman Young...

Friday 13 February 2026

Lenovo leans on premium AI PCs and phones as memory costs squeeze hardware margins

Lenovo said surging memory prices are likely to weigh on global PC and smartphone unit demand in 2026, prompting the company to double down on diversified sourcing, premium product...

Friday 13 February 2026

Why Applied says the AI boom is real—just waiting for more cleanrooms

Applied Materials used its fiscal first quarter 2026 earnings call to underscore that AI-related semiconductor demand is running ahead of earlier forecasts, with industry revenues...

Friday 13 February 2026

Winbond's two-year sell-out signals memory cycle shift and US$1.35bn capex push

Winbond Electronics is entering a powerful demand cycle, with tight supply conditions across DRAM, NOR flash, and SLC NAND extending beyond...

Friday 13 February 2026

Kioxia forecasts up to 77% operating profit surge on AI-driven NAND price rally

Driven by expanding memory demand from AI servers and rising average selling prices, Japan-based NAND flash and SSD maker Kioxia expects solid growth in fiscal year 2025 (April 2025-March...

Thursday 12 February 2026

Global semiconductor industry, 2026

Introduction

Thursday 12 February 2026

China's Lenovo profit drops 21% even as revenue climbs 18%, flags memory shortage pressure

Lenovo Group reported a 21% decline in third-quarter profit but exceeded analyst expectations as strong revenue growth, driven by artificial intelligence (AI) demand, helped offset...

Thursday 12 February 2026

Cisco revenue beats expectations, but margin outlook pressured by rising memory costs

Cisco Systems forecast quarterly gross margins below market expectations, citing higher memory chip costs. The weaker margin outlook overshadowed...

Thursday 12 February 2026

Tower Semiconductor revamps strategy after Intel deal collapses

Intel's decision to walk away from its September 2023 agreement for Fab 11X in New Mexico has prompted Tower Semiconductor to revamp its manufacturing roadmap, scrap the facility from...

Thursday 12 February 2026

GlobalFoundries accelerates silicon photonics targets; eyes US$1 Billion revenue run rate by 2028

GlobalFoundries is aggressively pulling forward its financial targets for silicon photonics (SiPh), betting that the "insatiable" demand for AI...

Thursday 12 February 2026

Taiwan ODMs split in early 2026 as business transition takes hold

Taiwan's leading original design manufacturers (ODMs) are entering 2026 at different stages of transition, as efforts to expand into AI...

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