News tagged Bloomberg at DIGITIMES

NEWS TAGGED BLOOMBERG

Wednesday 6 May 2026

Flex jumps on 2027 outlook beat, AI data-center unit spinoff plan

Flex shares rose 13% in after-hours trading on May 5 after the electronics manufacturing services (EMS) provider forecast fiscal 2027...

Wednesday 6 May 2026

GlobalFoundries signals stronger second half despite mixed end-market demand

GlobalFoundries reported first-quarter results broadly in line with expectations, with management highlighting solid execution and profitability at the upper end of guidance ranges,...

Wednesday 6 May 2026

AMD lifts outlook as AI demand fuels data center growth

On May 5, AMD reported first-quarter 2026 results that exceeded expectations, supported by strong demand for artificial intelligence (AI) infrastructure, according to company data...

Tuesday 5 May 2026

TCL reportedly in talks to sell majority stake in India display plant

China's TCL Electronics is reportedly in advanced discussions to sell a majority stake in its Indian display manufacturing business. The move underscores accelerating localization...

Tuesday 5 May 2026

Apple reportedly explores Intel and Samsung chip production to reshape advanced manufacturing strategy

Apple is exploring a significant shift in its semiconductor supply chain, holding early discussions with Intel and Samsung Electronics to produce the main processors used in its devices,...

Monday 4 May 2026

Cerebras eyes US$40 billion IPO in high-stakes AI chip challenge to Nvidia

Cerebras Systems is preparing to raise up to US$4 billion in an initial public offering, targeting a valuation of about US$40 billion,...

Monday 4 May 2026

Apple's cash pivot: A new CEO and strategy for the AI arms race

In a landmark shift coinciding with its second quarter of fiscal 2026 results, Apple has announced that it will no longer maintain its formal "net cash neutral" target. This financial...

Thursday 30 April 2026

Samsung Electronics' record chip profits signal strengthening AI memory supercycle

Samsung Electronics reported a sharp increase in first-quarter 2026 profitability, led by its semiconductor division, as AI-driven demand for memory chips continued to accelerate....

Thursday 30 April 2026

Qualcomm flags near-term headwinds as data center push gains traction

Qualcomm reported results broadly in line with its guidance, but noted ongoing headwinds from memory supply constraints and soft smartphone demand. Revenue for the fiscal second quarter...

Tuesday 28 April 2026

End of exclusivity becomes industry norm as OpenAI-Microsoft reset signals broader AI shift

OpenAI and Microsoft have agreed to end one of the AI industry's most prominent exclusive partnerships, underscoring a wider shift toward multi-cloud deployment and cross-platform...

Tuesday 28 April 2026

China blocks Meta-Manus deal, signaling tougher stance as unwinding poses complex fallout

China's decision to block and unwind Meta Platforms' acquisition of AI startup Manus is reverberating across the global technology sector, highlighting Beijing's increasingly assertive...

Tuesday 28 April 2026

DeepSeek V4 fails to close gap as US-China AI divide persists amid chip constraints

DeepSeek's latest flagship model, V4, has renewed debate over the trajectory of the US-China AI race, with analysts and industry voices suggesting that China's progress in model efficiency...

Monday 27 April 2026

Singapore-washing is dead: China cuts off US tech investment

"Singapore-washing" — the tactic of Chinese technology firms re-domiciling in the city-state to bypass geopolitical scrutiny — is facing an existential threat. China has...

Friday 24 April 2026

EU targets Android access rules, putting Gemini integration edge at risk

European regulators are preparing to push Google to open up core Android operating system functions, potentially allowing rival AI assistants such as ChatGPT and Claude to access the...

Thursday 23 April 2026

DRAM and NAND recovery drive Lam Research outlook, AI demand strengthens equipment cycle

Analysts say Lam Research is entering a stronger-than-expected growth phase, with rising demand from DRAM and NAND customers emerging as key drivers of revenue expansion alongside...

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Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook