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Thursday 30 April 2026
Chunghwa Precision Test raises capex as HPC probe card orders hit 30% of sales
Chunghwa Precision Test Tech reported that strong demand from high-performance computing chip customers drove first-quarter 2026 revenue to NT$1.357 billion (US$43 million) and operating...
Thursday 30 April 2026
China Electric manufacturing bets on AI to revive growth
More than 70 years after its founding, China Electric Manufacturing Corporation has built a steady market position under its "TOA" lighting brand. Now, the company is turning to artificial...
Thursday 30 April 2026
AU Optronics posts slight first-quarter loss and warns of softer consumer electronics orders
AU Optronics reported first-quarter 2026 consolidated revenue of NT$69.03 billion (US$2.19 billion) and a net loss attributable to parent shareholders of NT$1.14 billion, the firm...
Thursday 30 April 2026
Microsoft sales beat estimates as Azure growth eases spending concerns

Microsoft reported stronger-than-expected fiscal third-quarter results, as Azure growth, Microsoft Cloud demand, and rising Copilot adoption...

Thursday 30 April 2026
Cambricon earnings surge on AI compute demand
China's Cambricon Technologies reported a sharp rise in first-quarter 2026 earnings, driven by surging AI compute demand, while intensifying competition and shifting investor positioning...
Thursday 30 April 2026
Chang Wah Technology forecasts double-digit growth in the second quarter on EMC LED strength
Packaging leadframe maker Chang Wah Technology Co., Ltd. reported that it achieved NT$3.672 billion (US$116 million) in revenue in the first quarter of 2026, its fourth-highest quarterly...
Thursday 30 April 2026
Lenovo sets US$100 billion revenue target as AI PCs and GPU servers drive growth
Lenovo Group told suppliers at its 2026 Global Supplier Conference on April 29 in Hefei that it expected surging demand for AI PCs and GPU servers to lift revenues and that the company...
Thursday 30 April 2026
ASE raises 2026 capex to record US$8.5 billion on strong advanced packaging demand
ASE Technology Holding Co. raised its 2026 capex plan to as much as US$8.5 billion as demand for advanced packaging and testing services exceeded expectations, the company said.
Thursday 30 April 2026
CyberLink warns AI search and memory costs may dent growth in 2Q26
Multimedia software developer CyberLink reported steady first-quarter 2026 results but warned that growth will face headwinds in the second quarter 2026 from generative AI search and...
Thursday 30 April 2026
OpenAI accelerates Stargate build, surpasses 10GW US goal, and expands community-focused approach
OpenAI announced it has exceeded its initial Stargate commitment by securing more than 10GW of AI infrastructure in the US ahead of schedule, adding over 3GW in the past 90 days. Stargate...
Thursday 30 April 2026
Amazon highlights US$50 billion chip potential and advances LEO satellite plans
On April 29, Amazon told investors on its first-quarter 2026 earnings call that AWS continued to accelerate, while the company doubled down on its custom chip business and pushed forward...
Thursday 30 April 2026
Alphabet's 1Q26 earnings call: AI boom hits capacity ceiling
Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and...
Thursday 30 April 2026
Qualcomm to ship custom product with hyperscaler in 4Q26
In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...
Thursday 30 April 2026
Amazon posts solid growth as AWS and AI investments drive momentum
ON April 29, Amazon reported first-quarter results that exceeded expectations on key metrics, supported by continued strength in its cloud and advertising businesses. Revenue rose...
Thursday 30 April 2026
Qualcomm flags near-term headwinds as data center push gains traction
Qualcomm reported results broadly in line with its guidance, but noted ongoing headwinds from memory supply constraints and soft smartphone demand. Revenue for the fiscal second quarter...