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Tuesday 10 February 2026
Exclusive: only cash strength can save China's TOPCon solar sector from endgame
With China's solar products set to lose a 9% export tax rebate in April 2026, compounded by raw material inflation, a wave of pre-rebate-cancellation stockpiling should theoretically...
Tuesday 10 February 2026
Onsemi posts US$1.53 billion in 4Q25 revenue as margins improve
Onsemi reported fourth-quarter revenue of US$1.53 billion, with management citing early signs of stabilization across its core markets and continued growth in AI data center demand...
Tuesday 10 February 2026
Onsemi delivers solid fourth-quarter results as markets stabilize, outlook points to cautious recovery
Onsemi reported steady fourth-quarter results for 2025, supported by disciplined execution and record free cash flow generation, while management signaled improving stability across...
Monday 9 February 2026
AI spending spree threatens big tech cash flows
A dramatic ramp-up in capital expenditures by Google, Amazon, and Meta in 2026 is set to squeeze their free cash flow, forcing difficult trade-offs between shareholder returns and...
Thursday 5 February 2026
Infineon's fiscal 1Q26 resilience highlights AI-driven growth amid cyclical pressures
Infineon's first quarter of fiscal year 2026 showed that strong demand linked to artificial intelligence (AI) can cushion cyclical weakness in other markets, reinforcing the company's...
Wednesday 28 January 2026
TI outlook points to tentative recovery as cash flow strength offsets profit pressure
Texas Instruments' (TI) latest results and guidance suggest a cautious rebound in demand, particularly in industrial and automotive markets, even as profits remain under pressure....
Friday 19 December 2025
CWE to record impairment loss on JMC investment
Chang Wah Electromaterials (CWE) announced on December 18 that it will recognize an asset impairment loss of NT$655 million (US$20.75 million) related to its investment in JMC Electronics...
Friday 12 December 2025
Oracle's rising debt and capital spending in AI hardware push prompt mixed reactions
Oracle's fiscal second-quarter report for 2025 showed increased borrowing and shrinking free cash flow as the company expands from software into artificial intelligence (AI) hardware...
Wednesday 26 November 2025
HP posts revenue growth in fiscal fourth quarter and launches major cost-cutting plan
HP reports stronger-than-expected revenue growth in the fiscal fourth quarter of 2025 while announcing a sweeping cost-reduction initiative that underscores both the opportunities...
Thursday 13 November 2025
Gogoro 3Q25 gross margin improves with three new models to boost 2026
Gogoro's operational fundamentals have improved significantly, and its success was reflected in its financial results for the third quarter of 2025. By prioritizing its focus strategy,...
Friday 7 November 2025
Anthropic reportedly poised to reach US$70 billion in revenue by 2028, driven by API sales surge
AI startup Anthropic is reportedly on track to generate US$70 billion in revenue by 2028, fueled by growing enterprise adoption and rapid expansion in API sales. TechCrunch,...
Wednesday 5 November 2025
Supermicro's cash flow turns negative as AI infrastructure push strains finances
Supermicro reported a challenging first quarter of fiscal 2026, with rising costs, higher working capital, and negative free cash flow reflecting the company's rapid expansion to meet...
Wednesday 29 October 2025
Skyworks–Qorvo tie-up signals new phase of US semiconductor consolidation
Skyworks Solutions and Qorvo have agreed to merge in a cash-and-stock transaction valued at about US$22 billion, forming a US-based leader in high-performance radio frequency (RF),...
Wednesday 22 October 2025
Texas Instruments outlook signals continued market weakness
On October 21, Texas Instruments reported stronger revenue in the third quarter of 2025, posting growth across all major end markets despite a softer outlook for the coming quarter...
Friday 29 August 2025
Naura's 1H25 profit rises 15% amid cash strain, Kingsemi takeover

Naura Technology posted strong first-half 2025 results on August 28, with revenue climbing 29.5% year-over-year to CNY16.142 billion (approx...