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Thursday 12 February 2026
Cisco revenue beats expectations, but margin outlook pressured by rising memory costs

Cisco Systems forecast quarterly gross margins below market expectations, citing higher memory chip costs. The weaker margin outlook overshadowed...

Thursday 12 February 2026
TSMC's advanced process drives AI profits; SMIC, UMC, VIS face growth pressure
Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns...
Thursday 12 February 2026
Young Optics narrows losses as it shifts toward AI-focused products

After a series of operational adjustments, Young Optics narrowed its losses sharply in 2025, benefiting from an improved product mix and...

Wednesday 11 February 2026
Novatek predicts memory and visual edge AI to be the main demand drivers in 2026
Taiwanese display driver IC (DDI) giant Novatek recently held an investor briefing, where Vice Chairman and General Manager Steve Wang said that memory supply and costs will be the...
Tuesday 10 February 2026
Onsemi 4Q25 revenue drops 11% as power, analog weakness persists

Onsemi's revenue declined in the fourth quarter as its two largest business units continued to post year-over-year sales declines, highlighting...

Tuesday 10 February 2026
Onsemi posts US$1.53 billion in 4Q25 revenue as margins improve
Onsemi reported fourth-quarter revenue of US$1.53 billion, with management citing early signs of stabilization across its core markets and continued growth in AI data center demand...
Tuesday 10 February 2026
Onsemi delivers solid fourth-quarter results as markets stabilize, outlook points to cautious recovery
Onsemi reported steady fourth-quarter results for 2025, supported by disciplined execution and record free cash flow generation, while management signaled improving stability across...
Monday 9 February 2026
PixArt diversifies product mix to offset memory impact, eyes growth in gaming mice and sensors
IC design house PixArt held its earnings call on February 6, reporting that its fourth-quarter 2025 performance largely met expectations, with modest revenue growth. Gross margin,...
Friday 6 February 2026
ASE expects advanced packaging and testing revenue to double in 2026
OSAT leader ASE Technology Holding is optimistic that its growth momentum will extend through 2026 and beyond, benefiting from the short supply of advanced packaging and testing capacity...
Thursday 5 February 2026
MediaTek beats revenue forecast as 2025 sales near US$20b record
MediaTek posted fourth-quarter 2025 revenue of NT$150.2 billion (US$4.75 billion), marking a 5.7% quarter-on-quarter increase and an 8.8% rise from a year earlier. Gross margin slipped...
Wednesday 4 February 2026
VIS sees 1Q26 ASP dip amid product shifts, expects stable full-year pricing
Vanguard International Semiconductor (VIS) held its earnings call on January 3, 2026, projecting wafer shipments to rise 1-3% quarter-over-quarter in the first quarter of 2026 as customer...
Monday 2 February 2026
Apple ramps up supplier price cuts to protect margins as costs rise
Apple reported strong results for its fiscal first quarter of 2026, but the company's supply chain did not share in the enthusiasm. The key reason is that Apple is feeling the impact...
Monday 2 February 2026
TSMC revises five-year growth plan, turning tech lead into high profits
TSMC chairman C.C. Wei recently confirmed that AI demand is real and the trend will remain unchanged in the coming years. AI accelerators accounted for a "high double-digit" percentage...
Thursday 29 January 2026
Upstream firms say US investment unprofitable if gross margin below 50%
Following the signing of the Taiwan-US investment cooperation memorandum of understanding (MOU), the next step is to finalize the agreement on reciprocal trade (ART) between the two...
Thursday 29 January 2026
UMC sets 2026 capex at US$1.5b as 4Q revenue rises 4.5%
United Microelectronics Corporation (UMC) reported a moderate revenue increase in the fourth quarter of 2025, driven by favorable currency exchange rates and growth in its 22/28nm...