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NEWS TAGGED REVENUE
Thursday 5 November 2026
Advantech sees edge AI growth accelerating beyond semiconductor equipment into robotics
Advantech expects strong growth in 2027, identifying semiconductor equipment, edge AI and robotics as its principal growth engines. The Taiwanese industrial computing company reported...
Thursday 5 November 2026
AI demand lifts Kyocera revenue as company raises forecast again
Japanese electronic components giant Kyocera reported record revenue of JPY1.08 trillion (approximately US$6.83 billion) for the first half of fiscal 2026 (April to September 2026),...
Thursday 5 November 2026
Coherent pitches itself as the neutral optics supplier after Marvell-Lumentum deal
Coherent is positioning itself as the optics supplier with no stake in the chip wars, two days after Marvell Technology agreed to acquire one of its closest rivals.
Thursday 5 November 2026
Qisda revenue rises 13% in October as AI businesses accelerate
Qisda posted October consolidated revenue of NT$19.39 billion (US$590.8 million), up 13.47% year-over-year but down 1.85% from September, as its AI infrastructure, AI solutions, and...
Thursday 5 November 2026
CHT ICT orders surge 84% as 3Q26 results beat guidance
Chunghwa Telecom (CHT) reported consolidated revenue of NT$675.9 billion (US$2.06 billion) for the third quarter of 2026, up 16.7% year over year, with revenue, operating profit, net...
Thursday 5 November 2026
Cirrus Logic rides iPhone content wave, but backend squeeze, PC slump cloud the path ahead
Cirrus Logic reported revenue of US$559.5 million for its fiscal second quarter ended September 26, up 22% sequentially and roughly flat year-on-year. Non-GAAP earnings per share came...
Thursday 5 November 2026
Flexium eyes 2027 breakthrough as PTFE enters mass production in 2028
Flexium Interconnect chairman Walter Cheng said the company has emerged from the toughest operating downturn of the past two years and expects AI orders for smart glasses and infrastructure...
Thursday 5 November 2026
Analysis: Qualcomm's AI server CPU ambitions gain urgency as smartphone slump threatens its core business
Qualcomm's weakening smartphone business is accelerating its transformation into an AI infrastructure supplier, with custom accelerators, server CPUs, and optical connectivity emerging...
Thursday 5 November 2026
Arm reports record fiscal 2Q27 revenue on licensing momentum and AGI CPU demand
Arm delivered a record-breaking second quarter for fiscal year 2027, reporting total revenue of US$1.44 billion, up 27% year-over-year. This milestone marks the company's fifth straight...
Thursday 5 November 2026
Inventec server demand drives record 10-month revenue
Inventec reported October revenue of NT$79.97 billion (approx. US$2.44 billion), down 18.9% from September but up 46.0% from October 2025, setting a record high for the same period...
Thursday 5 November 2026
GlobalFoundries secures nearly US$1 billion in custom chip design wins as it expands into physical AI

GlobalFoundries is gaining traction in custom silicon, processor intellectual property (IP) and physical AI applications, as the chipmaker seeks...

Thursday 5 November 2026
Asia Optical posts record Q3 profit, ramps CPO and AI optics push
Asia Optical Group reported record third-quarter profit for 2026 on November 4, as revenue reached approximately NT$7.846 billion (US$239.4 million), while gross profit, operating...
Thursday 5 November 2026
GlobalFoundries revenue rises 13% as data center demand offsets mobile decline
GlobalFoundries' third quarter showed the contract chipmaker's revenue base shifting from smartphones to AI-related networking, and that shift is now boosting profitability. Revenue...
Thursday 5 November 2026
Qualcomm's September-quarter revenue falls 8% as handset slump outweighs automotive gains
Qualcomm's fiscal fourth quarter showed a company whose growth now comes almost entirely from outside the smartphone, but not yet at a scale that can offset a shrinking handset business...
Thursday 5 November 2026
Arm's quarterly revenue rises 27% as licensing outpaces smartphone-weighed royalties
Arm's September quarter showed demand for its technology moving toward data centers while its smartphone royalty base slowed. Revenue rose 27% from a year earlier to a record US$1.44...