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    Thursday 30 July 2026
    Arm readies AGI CPU shipments, eyes 3Q stream in fiscal 2028

    Arm Holdings is preparing its first self-designed data center CPU, the Arm AGI CPU, for shipments by the end of calendar 2026, and...

    Thursday 30 July 2026
    Lam Research raises outlook as AI-driven semiconductor demand fuels record revenue and margin expansion
    On July 29, Lam Research reported record fiscal fourth-quarter results and issued stronger-than-expected guidance, signaling that rising demand for artificial intelligence is accelerating...
    Thursday 30 July 2026
    Arm's AI-driven data center growth offsets smartphone weakness, but softer handset outlook weighs on shares
    Arm Holdings reported stronger-than-expected first-quarter results as demand for AI and data center chips lifted licensing and royalty revenue. However, the company's warning of slower...
    Thursday 30 July 2026
    Samsung memory sales up 471% in 2Q26; foundry targets double-digit second-half growth

    Samsung Electronics' Device Solutions (DS) division posted the most profitable quarter in its history in 2Q26, generating operating...

    Thursday 30 July 2026
    Meta forecasts higher AI spending as legal costs weigh on profit despite strong revenue growth
    Meta Platforms reported strong second-quarter revenue growth driven by its Family of Apps business, but lower profit and a higher spending outlook highlighted the mounting costs of...
    Thursday 30 July 2026
    Qualcomm bets on AI and automotive growth to offset Apple decline as weak outlook pressures shares
    Qualcomm forecast weaker fourth-quarter earnings and warned that revenue from Apple products will decline faster than previously expected, underscoring near-term pressure on its smartphone...
    Thursday 30 July 2026
    UMC, Intel advance 12nm process collab with no next-gen plans at this time
    United Microelectronics (UMC) stated that its collaboration with Intel to develop a 12nm process is progressing smoothly. The process design kit (PDK) is expected to be completed by...
    Thursday 30 July 2026
    UMC posts NT$42.26B profit on non-operating investment gains in 2Q26
    United Microelectronics (UMC) reported consolidated second-quarter 2026 revenue of NT$68.73 billion (approx. US$2.12 billion) during its earnings call on July 29. The figure is up...
    Thursday 30 July 2026
    As Samsung, BOE expand 8.6G OLED capacity, can LGD keep its edge in the IT OLED market?
    LG Display (LGD) has swung back to profitability in the first half of 2026, as the shift from LCD to OLED displays in smartphones, tablets, and notebooks drives the company into a...
    Thursday 30 July 2026
    Greatek sees sustained AI demand, plans Philippines packaging plant acquisition
    Greatek's latest investment and capacity plans signal how AI-driven semiconductor demand is rippling beyond Taiwan, with implications for global device makers, automakers, and industrial...
    Thursday 30 July 2026
    Amkor reallocates SiP production to Vietnam, freeing Korean cleanrooms for AI packaging
    Amkor Technology reported record second-quarter results for 2026, characterized by broad-based revenue growth and significant strategic shifts in its global manufacturing footprint...
    Thursday 30 July 2026
    CyberLink posts lower 2Q revenue as PC demand and SEO traffic weaken

    CyberLink said revenue fell in the second quarter and the first half of 2026 as higher memory prices hurt PC shipments and weaker search...

    Wednesday 29 July 2026
    Coretronic reports first-half loss as margins weaken and demand stays uneven
    Coretronic said its first-half 2026 performance turned negative as margin pressure and weaker profitability offset a second-quarter revenue recovery. The Taiwanese electronics maker...
    Wednesday 29 July 2026
    Faraday lifts revenue on ASIC and MCU demand as AI delays push projects back
    Faraday Technology reported stronger-than-expected second quarter 2026 results, with consolidated revenue rising to NT$3.31 billion and net profit reaching NT$200 million. The ASIC...
    Wednesday 29 July 2026
    Analysis: What Seagate's blowout quarter signals about the next two years of AI infrastructure demand

    Seagate's fiscal fourth quarter was by almost every measure its strongest in over a decade — US$3.6 billion in revenue, US$1.1...

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    Research Report Database
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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