AI startups' revenue figures are under scrutiny as founders and investors question whether companies clearly distinguish active business from contracts that have not yet generated...

Kentec, a subsidiary of Kenmec Group, is shifting beyond its traditional role as a contract manufacturer of components to become a systems integration provider (SIP) for complete AI...

Taiwanese IC design leaders MediaTek, Realtek, and Parade Technologies will hold their third-quarter 2026 earnings conferences in succession this week, offering the market an early...

Celestica said customer demand forecasts for 2028, based solely on programs it has already won, are "meaningfully higher" than its 2027 revenue outlook, as it used its October 27 Investor...

Seagate Technology told investors it is "still in the early days of a multi-year growth phase" for mass-capacity storage, with demand visibility "extending beyond 2030" and most of...

Seagate Technology's latest results show how stronger storage pricing and higher-capacity drives are lifting profitability as cloud customers plan further infrastructure investment...

NXP Semiconductors' latest results point to a business gaining from more complex vehicle electronics and industrial computing, while its emerging data center operation offers another...

NXP Semiconductors is heading into 2027 with management arguing that its growth now rests on several structural drivers rather than a cyclical rebound. On the company's October 27...

SK Hynix's third quarter suggests that, for now, the memory industry's familiar boom-and-bust pattern is giving way to something closer to a contracted, supply-constrained business...

Chinese AI chipmaker Cambricon Technologies reported a 131.49% increase in net profit attributable to shareholders for the first nine months of 2026, while revenue more than doubled...

Google recently unveiled its flagship AI model, Gemini 4 Argon. The model consumed an unprecedented 25 trillion tokens within 72 hours of launch—three times the volume recorded...

Memory maker Macronix International set a new quarterly record in the third quarter of 2026, with gross margin reaching 70.5% and net profit after tax totaling NT$109.5 billion (approx...

The momentum surrounding chip financing is being met with a subtler but increasingly consequential shift in how AI infrastructure is funded, as technology giants expand compute commitments...

Anthropic's IPO filing presents a company growing quickly enough to justify one of the AI industry's most aggressive infrastructure buildouts. But buried in the prospectus is a less...