Microsoft's latest financial results point to accelerating demand for AI and cloud infrastructure, with Intelligent Cloud growth approaching 30% year on year. The figures underline...
Meta Platforms' latest results point to a sustained escalation in AI infrastructure investment, with capex set to rise sharply in 2026. The outlook suggests growing implications for...
China's LCD panel industry leads globally across major applications, pushing many Japanese and South Korean suppliers out of the market. In automotive displays, Chinese manufacturers...
As artificial intelligence (AI) and high-performance computing (HPC) expand rapidly, the global semiconductor industry is redirecting investments from advanced process nodes to advanced...
Seagate Technology posted record revenue, profit, and total storage capacity shipped in the second quarter of fiscal year 2026 (2QFY26, ended January 2), fueled by strong AI-driven...
Realtek said at its January 28, 2026, earnings call that fourth-quarter 2025 revenue reached NT$26.28 billion (US$840 million), down 10.9% from the previous quarter and 0.3% from a...
SK hynix Inc. announced record-breaking financial results for fiscal year 2025 on Thursday, driven by its dominant competitiveness in the AI memory sector and high-value products like...
SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has achieved record financial results in 2025 – 97.1467 trillion won in revenue, 47.2063...
China's GPU developer MetaX reported strong revenue growth for fiscal 2025, driven by rising demand for domestically produced AI chips. In a preliminary earnings release on January...
Anthropic is aiming to narrow the gap with rival OpenAI as it boosts its revenue forecasts for the coming years. According to The Information, the company has raised its internal...
Memory testing and packaging firm Powertech Technology (PTI) reported that its revenue and earnings met expectations in the fourth quarter of 2025. Quarterly revenue reached NT$21.41...
LG Display (LGD) announced that it returned to profitability in 2025, marking its first annual profit in four years since 2021. The turnaround was driven by its exit from the large-size...
Texas Instruments' (TI) latest results and guidance suggest a cautious rebound in demand, particularly in industrial and automotive markets, even as profits remain under pressure....
MediaTek's performance in ASICs has been the center of market interest as it continues to heavily invest in Taiwan and North America to break into the cloud AI market. Rumors have...
Texas Instruments' latest commentary during its Q4 2025 earnings call on January 27, 2026, shows a company increasingly shaped by industrial, automotive, and data center demand, even...
