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Friday 23 October 2026
Rapidus courts US AI customers ahead of planned 2H27 2nm mass production
Rapidus chairman Tetsuro Higashi said the Japanese chipmaker remains broadly on track to begin mass production of 2nm chips in the second half of 2027. Winning customers remains a...
Friday 23 October 2026
Mounting R&D and memory costs push Huawei to borrow US$2.3B from six Chinese banks
Huawei Technologies has secured a seven-year, CNY15 billion (approx. US$2.3 billion) offshore yuan loan from six Chinese banks, as rising research spending and memory costs weigh on...
Thursday 22 October 2026
Amazon spends US$220B on AI as power delays squeeze cash flow
Amazon plans about US$220 billion in capital expenditure in 2026, mainly for cloud and AI infrastructure, but delays in data center power and construction are causing server racks...
Thursday 8 October 2026
Fed could hike again before year-end as liquidity is watched
The Federal Reserve raised rates by 1 quarter point in September, and with the standoff between the US and Iran still unresolved and US inflation remaining elevated, markets expect...
Wednesday 23 September 2026
Seven Chinese AI companies hit US$10.7 billion ARR, but the harder race is paying for scale

China's leading AI developers are scaling revenue rapidly, but the gap with their US rivals remains substantial — and the cost...

Friday 11 September 2026
Oracle's AI cloud build-out is now rewriting its cost structure

Oracle has passed the point where its artificial-intelligence infrastructure business is large enough to reshape the company's entire...

Friday 11 September 2026
Oracle turns its AI build-out into a delivery number, the cost lands where management said it would

Oracle used its fiscal 2027 first-quarter earnings call to recast the question about its AI infrastructure business from whether demand...

Wednesday 2 September 2026
China memory-module makers report surging profits, strained cash flow
Seven listed Chinese memory-module and memory-distribution companies have filed first-half 2026 results, and the headline numbers are the largest the tier has ever reported. The more...
Thursday 27 August 2026
Nvidia's second quarter shows demand intact and the cash cycle stretching
Growth has stopped being the interesting question at Nvidia. Revenue for the quarter ended July 26, 2026 was US$96.2 billion, up 106% from a year earlier, and Data Center accounted...
Wednesday 26 August 2026
Samsung's 3-year shareholder returns seen topping KRW600T
AI memory excess profits are beginning to change Samsung Electronics' capital-allocation logic. The company recently said that, under its current 2024-2026 shareholder return policy,...
Saturday 22 August 2026
AI memory windfall: Samsung to hand back up to US$79 billion in 2026
Samsung Electronics' board has approved a 2026 shareholder return plan estimated at KRW90 trillion to KRW110 trillion (approx. US$64-79 billion), which the company says is the largest...
Friday 21 August 2026
Goertek reports higher revenue and profit in 1H26
Chinese electronics manufacturer Goertek reported higher revenue and profit for the first half of 2026, supported by growth in its smart acoustic products and continued investment...
Wednesday 19 August 2026
SK Hynix to cancel record KRW40tn in shares, signalling confidence in a long AI memory cycle

SK hynix said on August 19 that its board had approved a plan to repurchase and cancel KRW40 trillion (roughly US$29 billion) of its...

Thursday 13 August 2026
Tencent starts paying for AI in cash, core business is covering the bill
Tencent Holdings used its second quarter to show what an AI build-out costs a company that can afford one. Capex reached CNY52.8 billion (US$7.81 billion), up 176% from a year earlier,...
Tuesday 11 August 2026
Ina Energy plans 80 MW solar expansion as CPPA sales lift revenue mix

Ina Energy said it plans to add 80MW of new solar grid capacity over the next two to three years as corporate power purchase agreements...