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NEWS TAGGED 2026
Thursday 30 April 2026
Corning reports first-quarter 2026 growth and advances portfolio restructuring under Springboard plan
Corning Incorporated reported higher first-quarter 2026 core sales and earnings while outlining continued restructuring efforts across its operating model, including expanded platform-based...
Thursday 30 April 2026
Cambricon earnings surge on AI compute demand
China's Cambricon Technologies reported a sharp rise in first-quarter 2026 earnings, driven by surging AI compute demand, while intensifying competition and shifting investor positioning...
Thursday 30 April 2026
SK Group chairman urges Korea-Japan integration to boost bargaining power amid US-China tech rivalry
SK Group chairman Chey Tae-won urged South Korea to pursue deep economic integration with Japan to gain strategic influence amid US-China tech tensions, arguing that a larger Korea-Japan...
Thursday 30 April 2026
Chang Wah Technology forecasts double-digit growth in the second quarter on EMC LED strength
Packaging leadframe maker Chang Wah Technology Co., Ltd. reported that it achieved NT$3.672 billion (US$116 million) in revenue in the first quarter of 2026, its fourth-highest quarterly...
Thursday 30 April 2026
Lenovo sets US$100 billion revenue target as AI PCs and GPU servers drive growth
Lenovo Group told suppliers at its 2026 Global Supplier Conference on April 29 in Hefei that it expected surging demand for AI PCs and GPU servers to lift revenues and that the company...
Thursday 30 April 2026
ASE raises 2026 capex to record US$8.5 billion on strong advanced packaging demand
ASE Technology Holding Co. raised its 2026 capex plan to as much as US$8.5 billion as demand for advanced packaging and testing services exceeded expectations, the company said.
Thursday 30 April 2026
CyberLink warns AI search and memory costs may dent growth in 2Q26
Multimedia software developer CyberLink reported steady first-quarter 2026 results but warned that growth will face headwinds in the second quarter 2026 from generative AI search and...
Thursday 30 April 2026
Amazon highlights US$50 billion chip potential and advances LEO satellite plans
On April 29, Amazon told investors on its first-quarter 2026 earnings call that AWS continued to accelerate, while the company doubled down on its custom chip business and pushed forward...
Thursday 30 April 2026
Alphabet's 1Q26 earnings call: AI boom hits capacity ceiling
Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and...
Thursday 30 April 2026
Nissan's restructuring yields operating profit, but net loss persists as sales slump
Nissan Motor's three-year Re:Nissan plan is beginning to show results, forecasting operating profit for fiscal 2026 despite falling sales. For international stakeholders, this signals...
Thursday 30 April 2026
China photonics chipmaker Lightelligence lists in HK, CPO commercialization in focus
As generative AI drives a sharp rise in computing demand, traditional electrical interconnect architectures are increasingly constrained by power consumption and density limits. On...
Thursday 30 April 2026
Samsung SDI narrows loss as General Motors joint venture delay spurs LFP review

Samsung SDI reported a sharply reduced operating loss for the first quarter of 2026 as its US joint venture with General Motors (GM) is...

Thursday 30 April 2026
Amkor advances data center CPU mass production amid manageable supply and cost risks
Amkor, the world's second-largest OSAT provider, recently held its earnings call where CEO Kevin Engel highlighted strong demand for AI and high-performance computing (HPC) chips driving...
Thursday 30 April 2026
Taiwan's UMT reports record profit on satellite demand
Universal Microwave Technology, a Taiwanese maker of satellite and millimeter-wave components, reported record quarterly revenue and profit, driven by surging demand for low-Earth...
Thursday 30 April 2026
Taiwan drones enter Ukraine battlefield, transport model drives global market expansion
Taiwan's expanding drone exports to Central and Eastern Europe, largely transshipped to Ukraine, underscore growing supply-chain and security implications. Growing shipments and combat...