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Friday 30 January 2026
SanDisk sees sevenfold profit surge in 2QFY26, extends Kioxia JV
SanDisk delivered a strong fiscal second quarter in 2026, reflecting accelerating demand across data centers, industrial applications, and consumer electronics, driven by the ongoing...
Friday 30 January 2026
Lam Research hits US$20.6 billion revenue high, sees 2026 WFE spending at US$135 billion
Lam Research, a leading supplier of semiconductor manufacturing equipment dubbed the "US version of ASML," capped off fiscal 2025 with stellar performance, fueled by surging AI demand...
Friday 30 January 2026
Record Taipower profit masks rising pressure from AI data centers on Taiwan's power system
Taiwan Power Company (Taipower) announced a net profit of NT$72.9 billion (approx. US$2.32 billion) for 2025, setting a new single-year earnings record and surpassing its previous...
Thursday 29 January 2026
Samsung reclaims memory sales crown as SK Hynix extends profit lead
Samsung Electronics and SK Hynix both delivered record fourth-quarter 2025 results, underscoring the sharp rise in memory prices and profits as supply across the market tightens.
Thursday 29 January 2026
Foxconn Industrial Internet drives growth in high-end computing market through cloud and AI server focus
Foxconn's subsidiary, Foxconn Industrial Internet (FII), is accelerating its operational shift toward the high-performance computing market, driven by dual engines of cloud and AI...
Thursday 29 January 2026
Earnings call summary: Samsung 4Q25 profit jumps as AI memory crunch pressures phones and displays
Samsung Electronics reported record quarterly revenue and operating profit in the fourth quarter of 2025, as surging memory prices and tight supply, driven by the artificial intelligence...
Thursday 29 January 2026
Musk moves Tesla past Model S and X, betting on robots and AI

Tesla reported fourth-quarter earnings on Wednesday that topped Wall Street's profit expectations despite the fact that its revenue had...

Thursday 29 January 2026
Earnings call summary: Samsung 4Q25 profit tops KRW20 trillion on memory boom
Samsung Electronics posted record quarterly revenue and operating profit in the fourth quarter of 2025, underscoring how AI-driven demand for advanced memory has become the company's...
Thursday 29 January 2026
Seagate's nearline capacity booked through 2027 as AI datacenters fuel storage boom
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...
Thursday 29 January 2026
Realtek tops US$3.8 billion in 2025 revenue, signals solid growth from customer restocking in 1H26
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...
Wednesday 28 January 2026
Powertech posts 4Q25 profit high, eyes growth momentum into 2026
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...
Wednesday 28 January 2026
LG Display returns to profitability as LCD exit takes effect
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...
Wednesday 28 January 2026
TI outlook points to tentative recovery as cash flow strength offsets profit pressure
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....
Tuesday 27 January 2026
Memory chip super cycle opens door for China to challenge South Korea
The ongoing surge in memory chip prices has brought a substantial profit boom for Samsung Electronics and SK Hynix. Although prices are expected to continue trending upward, industry...
Tuesday 27 January 2026
Kentec Technology poised for profit turnaround in 2026 as global demand for AI server cooling continues to rise
Kentec, a subsidiary of Kenmec Mechanical Engineering, is on track to achieve a significant profit turnaround by 2026 as it addresses rising demand for AI server cooling technology...