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Monday 2 November 2026
Denso sees profits hit by memory costs, seeks price pass-through
Denso, Japan's largest auto parts maker, reported falling profits for the first half of fiscal 2026 as surging memory and other component costs, driven partly by the AI boom, offset...
Monday 2 November 2026
TEL sees 90% profit surge as AI chip demand stays strong
Tokyo Electron (TEL) forecasts nearly 90% annual operating-profit growth as chipmakers accelerate capital spending to meet demand for AI hardware, despite mounting concerns over an...
Monday 2 November 2026
What CXMT's 3Q26 earnings reveal about DRAM shortages, DDR5 momentum, and 2027 growth strategy
China's leading DRAM manufacturer CXMT expects revenue to continue growing through 2027, supported by tight memory supply, AI server demand and an expanding portfolio of higher-value...
Monday 2 November 2026
Lite-On reports record third-quarter profit as AI revenue exceeds 30%
Lite-On Technology reported record net profit for the third quarter of 2026 as demand for AI infrastructure boosted its cloud and power businesses. The Taiwanese electronics supplier...
Monday 2 November 2026
GigaDevice's massive financial growth in 2026 capitalizing on its A+H listing, memory surge
GigaDevice's financial performance through the first three quarters of 2026 highlights a transformative period driven by strategic market positioning, capital expansion, and robust...
Sunday 1 November 2026
Tesla at a historic crossroads as Musk bets on AI, space to revive growth
From the spectacular flying demonstration of its next-generation Roadster to the prospect of a merger with SpaceX, Tesla appears to be approaching a historic strategic turning poin...
Saturday 31 October 2026
Ibiden expands AI packaging substrate capacity for Intel from 2029
Ibiden on October 29 raised its fiscal 2026 forecast, projecting consolidated net profit to rise 40% year-over-year to JPY89 billion (US$563 million) and revenue to increase 36% to...
Saturday 31 October 2026
Renesas expands AI data center capacity, targets 33.2% margin in 2026
Japan’s Renesas Electronics expects strong demand for AI data centers, industrial applications, and automotive semiconductors to drive 2026 revenue to JPY1.6668 trillion (US$10.55...
Friday 30 October 2026
China's memory module bellwethers post record profits as 3Q26 momentum fades
China's listed memory module makers, whose results offer an early read on how the global memory upcycle is reaching the country's storage supply chain, reported net profit gains of...
Friday 30 October 2026
BYD sees 28% profit growth for 3Q26, but still falls short of forecasts
BYD reported rising profits for the third quarter of 2026, but its performance fell short of analysts' forecasts. The result stems from the challenges China's automakers face, navigating...
Friday 30 October 2026
Amazon 3Q26 earnings call: AWS targets 40%-plus growth through 2028 as satellite costs weigh on near-term profit
Amazon expects its cloud unit to keep growing faster than 40% a year through 2028, even as costs from its satellite internet project hold back fourth-quarter profit.
Friday 30 October 2026
AUO returns to a third-quarter loss as panel demand weakens
AUO reported a consolidated net loss attributable to its parent-company owners in the third quarter of 2026 as cautious panel purchasing and weaker consumer electronics demand reduced...
Friday 30 October 2026
ASE Holdings raises 2026 capex to US$11.5 billion after profit surge
ASE Technology Holding reported net profit of NT$26.996 billion (US$831 million) for the third quarter of 2026, a 28% increase from the previous quarter and a 148% gain from a year...
Thursday 29 October 2026
UMT reports 71% revenue growth as LEO satellite demand drives expansion
UMT's revenue increased 71% year-over-year in the first three quarters of 2026 as global demand for low Earth orbit (LEO) satellite deployments lifted sales of millimeter-wave communications...
Thursday 29 October 2026
ADATA posts record 2026 profit as AI demand intensifies memory supply pressure
ADATA Technology reported record results for the third quarter and first nine months of 2026, driven by strong demand for memory and storage products as global artificial intelligence...