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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
Tech giants' US$100bn bet on OpenAI: Nvidia, Microsoft lead US$730bn power play
OpenAI is pursuing a landmark funding round, potentially reaching US$100 billion to fuel its escalating AI infrastructure needs amid intense competition. Major tech giants and existing...
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
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
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
Celestica posts sharp revenue gains as cloud and AI spending rise

Celestica, a global supplier of data center infrastructure and advanced technology manufacturing, reported sharply higher revenue and...

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
Microsoft tops US$50b cloud milestone as AI capex surges and Copilot adoption accelerates

Microsoft's earnings conference call for the fiscal second quarter of 2026 underscored a company accelerating into an AI-first era—while...

Thursday 29 January 2026
UMC sets 2026 capex at US$1.5b as 4Q revenue rises 4.5%
United Microelectronics Corporation (UMC) reported a moderate revenue increase in the fourth quarter of 2025, driven by favorable currency exchange rates and growth in its 22/28nm...
Thursday 29 January 2026
Microsoft faces $625B backlog bottleneck as AI infrastructure limits bite
Microsoft's latest financial results point to accelerating demand for AI and cloud infrastructure, with Intelligent Cloud growth approaching 30% year on year. The figures underline...
Thursday 29 January 2026
Meta targets 2026 for massive AI infra push following solid earnings
Meta Platforms' latest results point to a sustained escalation in AI infrastructure investment, with capex set to rise sharply in 2026. The outlook suggests growing implications for...
Thursday 29 January 2026
Taiwan tops auto display revenue while China dominates volume
China's LCD panel industry leads globally across major applications, pushing many Japanese and South Korean suppliers out of the market. In automotive displays, Chinese manufacturers...
Thursday 29 January 2026
Scientech's growth signals shift in semiconductor investment toward packaging and system integration
As artificial intelligence (AI) and high-performance computing (HPC) expand rapidly, the global semiconductor industry is redirecting investments from advanced process nodes to advanced...
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...