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Friday 24 April 2026
Intel flags price increases and supply shortages as CPU demand strengthens
Intel signaled that industry-wide supply shortages and selective price increases are helping offset weaker PC demand, even as the company works to expand supply capacity across its...
Friday 24 April 2026
Intel's AI-driven CPU rebound signals early-stage revival
Intel's first-quarter 2026 results point to a company in the midst of a credible revival, as improving execution and rising demand for AI-related computing begin to reshape its tra...
Friday 24 April 2026
Apple faces US$38B antitrust fine in India, eyes Trump card for relief
Apple faces a potential US$38 billion antitrust fine in India as Tim Cook prepares to hand leadership to John Ternus, raising both legal and business implications for the company and...
Friday 24 April 2026
GMI pursues vertical integration amid surging AI leasing demand
GMI Technology is transitioning from its role as an electronics distributor into an AI technology integration and application company, building vertically integrated capabilities from...
Friday 24 April 2026
PC chipmakers warn CPU shortages cloud 2026 shipment outlook
CPU shortages in the PC sector have emerged as a new concern for shipments this year, in addition to ongoing memory supply issues. Industry players supplying PC peripheral chips observe...
Thursday 23 April 2026
Shining Victory wins first GM North America series production contract for pickup and SUV models
Shining Victory Motor Electronics secured a General Motors contract to supply components for pickup trucks and SUVs in the US starting from the first quarter of 2026, marking its North...
Thursday 23 April 2026
Machvision targets 70% high-end equipment share, eyes record 2026 revenue
Machvision's launch of advanced inspection tools for semiconductors and high-end printed circuit boards carries significant implications for global electronics supply chains, promising...
Thursday 23 April 2026
AI shifts and soaring costs drive PC brands to cut jobs in 2026
Several PC companies have been conducting rounds of layoffs in recent months, which echoes the downsizing trend across the tech industry. While some point to AI adoption as a culprit,...
Thursday 23 April 2026
Parade offsets weak PC demand with TTED, high-speed, and automotive growth
Parade Technologies' first-quarter 2026 results and revised outlook carry broader supply-chain and demand implications for global PC and electronics markets. Memory shortages and price...
Thursday 23 April 2026
LandMark sees profit soar 650% in 1Q26, secures deal for 5-year InP substrate supply
Driven by strong artificial intelligence (AI) and silicon photonics (SiPh) demand, optical communications epitaxy manufacturer LandMark Optoelectronics reported a more than sixfold...
Thursday 23 April 2026
IBM's watsonx, mainframe surge, and sovereign AI push power a landmark 1Q26
IBM opened fiscal year 2026 on a high note. The company reported strong first-quarter results, driven by software momentum, a record mainframe surge, and its best first-quarter free...
Thursday 23 April 2026
IBM reports steady AI-driven growth despite facing software momentum questions
Analysts said IBM continues to show stable underlying revenue growth supported by artificial intelligence adoption and hybrid cloud demand. Its unchanged full-year outlook and softer...
Thursday 23 April 2026
Lam Research signals sustained AI-driven momentum as WFE outlook improves
Lam Research delivered a strong start to 2026, with first-quarter 2026 results exceeding expectations and reinforcing confidence in a semiconductor upcycle increasingly shaped by artificial...
Thursday 23 April 2026
Texas Instruments signals a stronger recovery on industrial and AI demand
Texas Instruments (TI) reported first-quarter 2026 revenue of US$4.83 billion, up 19% year on year, with net income rising 31% to US$1.55 billion and earnings per share of US$1.68...