News tagged revenue at DIGITIMES

NEWS TAGGED REVENUE

Friday 31 July 2026

CHPT raises 2026 capex to NT$500M

Test interface maker Chunghwa Precision Test Tech (CHPT) held an investors' conference on July 29, saying revenue growth in the second...

Friday 31 July 2026

Delta Electronics raises 2026 capex to NT$70B, sees AI-related sales topping 25% of total

Delta Electronics expects capital spending to rise to roughly NT$70 billion in 2026 from NT$46.1 billion in 2025, driven by growing...

Friday 31 July 2026

Apple targets AI subscription revenue as Cook exits and Ternus inherits next growth strategy

Apple is positioning AI as the foundation of its next growth phase, combining a privacy-focused AI strategy with expanded US semiconductor sourcing to support future products and services...

Friday 31 July 2026

Apple braces for "hundred-year flood" in component costs

Apple's June quarter showed the strength of its core hardware business. Still, it also exposed a looming challenge: rising memory prices, tight supply of advanced chips, and heavier...

Friday 31 July 2026

Amazon's accelerating cloud growth reinforces AI investment case despite heavier spending outlook

Amazon reported stronger-than-expected second-quarter results as accelerating growth at its cloud computing business underscored rising demand for artificial intelligence services...

Friday 31 July 2026

Apple beats quarterly estimates, but softer outlook and supply constraints temper optimism

Apple reported stronger-than-expected fiscal third-quarter results, driven by robust iPhone and Mac demand, but warned that supply constraints and rising memory costs would weigh on...

Friday 31 July 2026

UMC raises capex to US$2B, eyes AI SiPh

UMC said on July 29 that it will raise 2026 capex from US$1.5 billion to US$2 billion, while unveiling expansion plans in Singapore and a new fab in STSP. The foundry also disclosed...

Friday 31 July 2026

Chang Wah sees broadening demand recovery and higher margins in 2Q26

Chang Wah Technology said stronger demand and tighter inventories are lifting its business across multiple markets, a sign that the recovery in electronics supply chains is widening...

Friday 31 July 2026

AI server BBU demand triples battery-module capacity ahead of 800V HVDC rollout

Backup battery units are set to become standard equipment in AI servers using 800V high-voltage direct current architectures, according...

Thursday 30 July 2026

OpenAI's ChatGPT about to reach 1B weekly users as AI rivalry heats up

OpenAI's chatbot is about to reach a new milestone of 1 billion weekly users, according to internal company data. Although this target was intended to be hit by the end of 2025, it...

Thursday 30 July 2026

ASE sees full-year LEAP revenue topping US$3.5 billion amid tight packaging capacity

ASE Technology Holding said growing demand for advanced packaging and testing, combined with stronger momentum in its electronics manufacturing services (EMS) business, has tightened...

Thursday 30 July 2026

Lam Research raises WFE outlook as AI drives NAND, DRAM, advanced packaging demand

Lam Research delivered record quarterly results and raised its outlook for global wafer fab equipment (WFE) spending, citing accelerating AI-driven demand across memory, advanced logic...

Thursday 30 July 2026

Samsung foundry to double 2nm design wins in 2026 on Broadcom talks; claims profit turnaround 'possible in near term'

Samsung Electronics' foundry business expects its 2nm project wins to more than double year-on-year in 2026, and the company is in...

Thursday 30 July 2026

Samsung sees tripled HBM4 sales in 3Q26; HBM share to reach parity with DRAM position

Samsung Electronics expects HBM4 sales to increase more than threefold sequentially in the third quarter of 2026, the company said...

Thursday 30 July 2026

Microsoft raises AI infrastructure spending outlook as Azure growth tops expectations

Microsoft reported stronger-than-expected fiscal fourth-quarter results, driven by accelerating Azure cloud growth and rising adoption...

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