News tagged gross margin at DIGITIMES

NEWS TAGGED GROSS MARGIN

Thursday 10 September 2026

ASE August revenue tops NT$80 billion record as AI packaging capacity stays sold out

ASE Technology Holding's revenue surpassed NT$80 billion (US$2.5 billion) for the first time in August 2026, as AI continued to drive demand for both advanced and conventional semiconductor...

Thursday 10 September 2026

Foxsemicon hits record 2Q26 revenue on Thailand ramp-up

Foxsemicon Integrated Technology (FITI) posted record consolidated revenue of NT$6.3 billion (approx. US$200.0 million) in the second quarter of 2026, up 13.3% quarter-over-quarter...

Tuesday 8 September 2026

Black Sesame, Horizon Robotics unveil China's smart driving chip race

China's intelligent driving market continues to surge, with Black Sesame Technologies and Horizon Robotics both reporting solid top-line...

Wednesday 2 September 2026

China memory-module makers report surging profits, strained cash flow

Seven listed Chinese memory-module and memory-distribution companies have filed first-half 2026 results, and the headline numbers are the largest the tier has ever reported. The more...

Tuesday 1 September 2026

Silergy data center business surges as new products scale up

Silergy said at a recent earnings call that most of its applications, excluding its computing product line, posted quarter-over-quarter growth of more than 20% in the second quarter...

Monday 31 August 2026

Podcast highlights: Xiaomi's 3nm chip cap, HBM in Malaysia, and Nvidia's margin tradeoff

Can Xiaomi's in-house chip reach 2nm? Is HBM rerouting to Malaysia TSMC giving Intel a pass? Can Nvidia hold a 75% gross margin or protect market share? Ahead of Apple's September...

Friday 28 August 2026

Nvidia's upbeat outlook points to tighter AI supply chains ahead

Nvidia's latest earnings and forecast suggest AI demand remains far ahead of available supply, with implications for memory, power, cooling, and networking worldwide. The chipmaker's...

Friday 28 August 2026

IntelliEPI says Japan substrate outage hit 2Q26 revenue

IntelliEPI said on August 27 that revenue in the second quarter of 2026 was pressured after a Japanese substrate supplier shut down for nearly three weeks during the Golden Week holiday,...

Thursday 27 August 2026

China's foundries have won the mature-node argument, not the self-sufficiency one

China's contract chipmakers spent the first half of 2026 proving something narrower than the headlines suggest. They demonstrated that domestic fabs can run at full capacity, raise...

Thursday 27 August 2026

Nvidia's binding constraint moves from demand to cost, and it has now put a number on both

For the first time in this cycle, Nvidia has told investors where its gross margin will bottom out and how far short of demand its supply will fall - two admissions that shift the...

Wednesday 26 August 2026

Eternal Materials reports July revenue gain as advanced packaging demand strengthens

Eternal Materials said July marked the start of its traditional peak season, with stronger shipments across its three main business units lifting monthly revenue to NT$4.093 billion...

Thursday 20 August 2026

Nvidia, TSMC, chip gear makers ride AI boom into high-margin club

Strong AI demand is driving a wave of high profitability across the semiconductor supply chain, with equipment and materials suppliers increasingly joining a "high-margin club." Trailing...

Thursday 20 August 2026

Chinese SiC substrate maker SICC hits record Q2; 8-inch wafers top 50% of core revenue

SICC reported stronger first-half 2026 revenue and margins as its 8-inch silicon carbide substrate business gained scale, highlighting...

Wednesday 19 August 2026

Xiaomi's costs are rising faster than its sales can absorb

Xiaomi Corporation's second quarter showed a company being squeezed from both ends of its business at once: a surging memory-chip bill...

Wednesday 19 August 2026

Airoha, MediaTek back IC Plus against Realtek in switches

Ethernet chipmaker IC Plus said on August 17 that its operations in 2026 have improved significantly after Airoha Technology took a...

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