During Apple's third-quarter fiscal year 2025 earnings call, CEO Tim Cook highlighted renewed momentum in Greater China, where revenue rose 4% quarter-over-quarter. This improvement...
Leading memory manufacturers have successively announced end-of-life (EOL) plans for DDR4 DRAM, with memory module vendors reporting strong order momentum from end customers in the...
Samsung's major AI chip contract with Tesla has sparked heated discussions, with Elon Musk pledging to personally step in to help Samsung improve production efficiency while hinting...
As the US deadline for reciprocal tariffs, set under the Trump administration, approaches on August 1, 2025, Taiwan's final tax rate remains unresolved. While Vietnam and the Philippines—now...
The strategic share swap between Foxconn and Teco Electric & Machinery Co., Ltd. marks a significant escalation in Taiwan's AI data center server industry. Traditionally focused...
During its second quarter 2025 earnings call, Samsung Electronics addressed the outlook for its Mobile Experience (MX) division and unveiled strategic plans focused on AI innovation...
A new 25% US tariff on Indian imports has intensified trade tensions and poses a significant threat to India's fast-growing electronics export industry. The move widens India's disadvantage...
Meta posted strong second-quarter 2025 earnings, fueled by gains in AI-powered advertising. However, the company is ramping up its long-term investment in superintelligence, pushing...
Arm's AI-focused strategy continues to gain traction, with record royalty growth and increasing demand for its data center and edge computing platforms.
Arm Holdings saw steady royalty revenue growth in the first quarter of fiscal 2026 despite a slow smartphone market recovery. CFO Jason Child reported a 25% year-over-year increase...
Qualcomm anticipates renewed growth in its handset business in the fourth quarter of fiscal 2025, driven by strong Android momentum and new chip launches, even as revenue tied to...
Microsoft closed out fiscal year 2025 with strong fourth-quarter results, underscoring how artificial intelligence (AI) is becoming an integral part of its operations, product portfolio,...
Qualcomm is doubling down on its expansion into next-generation computing, with CEO Cristiano Amon during the latest earnings call on July 30 highlighting significant progress in...
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