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Thursday 5 February 2026
Wi-Fi, auto, and data center momentum underpin Skyworks' broad market confidence

Skyworks Solutions devoted much of its earnings call Q&A to outlining why broad markets remain a key growth driver, with management...

Thursday 5 February 2026
Skyworks signals confidence in mobile stability as AI and mix uncertainty shape outlook

At its first quarter fiscal year 2026 earnings call, Skyworks Solutions addressed investor concerns around mobile content stability, pricing...

Thursday 5 February 2026
Infineon's Ams Osram sensor acquisition signals shift toward higher-value systems and AI-linked growth
Infineon's planned purchase of Ams Osram's non-optical sensor portfolio underscores a strategic move to deepen its systems capability, rebalance exposure away from cyclical automotive...
Wednesday 4 February 2026
TI and NXP report strong results as AI data center power management boosts semiconductor packaging demand
Texas Instruments (TI), Infineon Technologies AG, STMicroelectronics, and NXP Semiconductors are expanding their manufacturing footprint in Malaysia as global customers accelerate...
Wednesday 4 February 2026
Vanguard International Semiconductor sees strong 2026 AI server power demand
Vanguard International Semiconductor (VIS) forecasts that the semiconductor market in 2026 will be driven primarily by expanding AI investments and applications, which will broadly...
Wednesday 4 February 2026
AMD beats estimates, flags softer 1Q26 momentum

Advanced Micro Devices (AMD) reported fourth-quarter results and a first-quarter revenue forecast that exceeded analyst estimates, but its...

Tuesday 3 February 2026
Liquid cooling's next frontier: Data centers rethink heat management

If the first revolution in artificial intelligence (AI) data centers was the move from air cooling to liquid cooling, the second is now...

Tuesday 3 February 2026
AI redraws data center power architecture as rack-level energy systems go mainstream

Generative AI (GenAI) is driving a surge in computing demand, pushing data center competition beyond server performance toward infrastructure...

Tuesday 3 February 2026
Rising memory prices add cost pressures for IC design houses
Rising memory prices are creating fresh cost challenges for IC design firms, particularly those producing chips with embedded memory. While most chip designers feel the impact indirectly,...
Tuesday 3 February 2026
Nvidia reclaims cooling control as AI CDU ushers software-defined thermal management
AI data centers are undergoing an unprecedented thermodynamic power shift. From the semiconductor supply chain's perspective, Nvidia has quietly initiated a "cooling reform," transitioning...
Monday 2 February 2026
Liquid cooling triples growth for thermal solution makers
AI computing demand is increasing the need for thermal management. To optimize space efficiency in data centers, server cooling is shifting from traditional air cooling to liquid cooling,...
Friday 30 January 2026
China's 15th Five-Year plan targets space mining, space tourism
Following its official proposal to "take computing power to space," China has unveiled a more concrete roadmap for future aerospace development as part of its 15th five-year plan.
Friday 30 January 2026
Analysis: Why ASML is cutting jobs in Europe and the US but sparing China
ASML Holding reported record financial results for 2025, marked by strong growth in both revenue and profitability. Full-year revenue reached EUR32.67 billion (US$38.96 billion), up...
Thursday 29 January 2026
Earnings call summary: Meta maps AI monetization roadmap beyond ads with subscriptions and commerce
Meta is outlining an AI monetization roadmap that extends beyond advertising, signaling plans to layer subscriptions, business tools, and commerce features on top of its core platforms...
Thursday 29 January 2026
Earnings call summary: Meta accelerates AI glasses push as wearables emerge as next major consumer platform
Meta is sharpening its AI device strategy, redirecting investment toward smart glasses and wearables as management signals urgency in shaping the next consumer computing platform,...