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Friday 30 October 2026
Amazon's cloud acceleration lifts profitability as AI spending absorbs cash
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...
Friday 30 October 2026
STMicroelectronics' recovery gains momentum, but power chips lag
STMicroelectronics is turning a demand recovery into stronger factory economics, with communications and embedded-processing products driving the improvement. Yet the widening loss...
Friday 30 October 2026
Intel slashes 18A costs by 40% as foundry posts US$1.9 billion loss
Intel is cutting manufacturing costs for its newest processors, but the gains are reaching individual products and its foundry business at different speeds. Its October 29 earnings...
Friday 30 October 2026
Intel's AI PCs are selling, but the wider PC recovery is still missing
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...
Friday 30 October 2026
AUO returns to a third-quarter loss as panel demand weakens
AUO reported a consolidated net loss attributable to its parent-company owners in the third quarter of 2026 as cautious panel purchasing and weaker consumer electronics demand reduced...
Friday 30 October 2026
Texas Instruments, NXP point to data centers and robots as industrial chips rebound
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...
Friday 30 October 2026
Silicon Motion posts fourth straight revenue record, eyes 100% 2026 growth
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...
Friday 30 October 2026
Elite Material posts record 3Q26 revenue on AI demand
Elite Material Co. (EMC), a copper-clad laminate (CCL) maker, reported record third-quarter 2026 revenue of NT$60.88 billion (US$1.875 billion), driven by strong demand for high-end...
Friday 30 October 2026
ASE Holdings raises 2026 capex to US$11.5 billion after profit surge
ASE Technology Holding reported net profit of NT$26.996 billion (US$831 million) for the third quarter of 2026, a 28% increase from the previous quarter and a 148% gain from a year...
Thursday 29 October 2026
LandMark orders surpass 2026 revenue; capacity to expand sixfold
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...
Thursday 29 October 2026
UMT reports 71% revenue growth as LEO satellite demand drives expansion
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...
Thursday 29 October 2026
ADATA posts record 2026 profit as AI demand intensifies memory supply pressure
ADATA Technology reported record results for the third quarter and first nine months of 2026, driven by strong demand for memory and storage products as global artificial intelligence...
Thursday 29 October 2026
Server CPU shipments set to surge 46% in 2027, with AMD eyeing revenue crown
Global server CPU shipments are projected to surpass the 50 million-unit milestone for the first time in 2027, reaching 52.6 million units as demand accelerates alongside the industry-wide...
Thursday 29 October 2026
LB Semicon to expand PMIC capacity under 10-year Qualcomm deal
South Korean semiconductor packaging and testing company LB Semicon reportedly plans to invest KRW30 billion (approx. US$22.4 million) to expand its power management IC (PMIC) back-end...
Thursday 29 October 2026
KLA: wafer fab equipment market exceeding US$200B in 2027
KLA expects global wafer fabrication equipment (WFE) spending to exceed US$200 billion in 2027, as semiconductor manufacturers accelerate investments in advanced logic, DRAM and high-bandwidth...