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Friday 6 November 2026
Wistron ITS reports record third-quarter profit as AI and semiconductor focus accelerates
Wistron ITS reported record gross profit, operating profit, net income, and earnings per share in the third quarter of 2026, as stronger revenue and improved operating efficiency supported...
Friday 6 November 2026
Memory maker Transcend's operating profit falls 40% from second quarter, but nine-month earnings reach record
Transcend Information posted record net profit and earnings per share (EPS) for the first nine months of 2026, but its third-quarter revenue, gross margin, and profit all declined...
Friday 6 November 2026
Samsung, SK Hynix eye AI inference boom as South Korea's SSD exports soar 584%
Samsung Electronics and SK Hynix are expanding their high-value NAND flash portfolios to meet growing demand for high-performance, high-capacity enterprise solid-state drives (eSSDs)...
Friday 6 November 2026
Sony's entertainment businesses lift profit as hardware and sensor demand diverge
Sony's latest quarter strengthens the case for its emphasis on entertainment platforms and intellectual property, with games and films lifting earnings despite falling console shipments...
Friday 6 November 2026
Acer's 3Q26 net income hits five-year high with all three key margins improved
Acer convened a board meeting on November 5, approving its consolidated financial statements for the third quarter and the first nine months of 2026.
Thursday 5 November 2026
Chipmakers rush to secure equipment for 2029 as lead times top two years
Chipmakers are moving to secure production equipment for delivery as far ahead as 2029, as AI-driven fab expansion pushes some equipment lead times beyond two years and forces manufacturers...
Thursday 5 November 2026
CHT ICT orders surge 84% as 3Q26 results beat guidance
Chunghwa Telecom (CHT) reported consolidated revenue of NT$675.9 billion (US$2.06 billion) for the third quarter of 2026, up 16.7% year over year, with revenue, operating profit, net...
Thursday 5 November 2026
Cirrus Logic rides iPhone content wave, but backend squeeze, PC slump cloud the path ahead
Cirrus Logic reported revenue of US$559.5 million for its fiscal second quarter ended September 26, up 22% sequentially and roughly flat year-on-year. Non-GAAP earnings per share came...
Thursday 5 November 2026
Asia Optical posts record Q3 profit, ramps CPO, AI optics push
Asia Optical Group reported record third-quarter profit for 2026 on November 4, as revenue reached approximately NT$7.846 billion (US$239.4 million), while gross profit, operating...
Thursday 5 November 2026
GlobalFoundries revenue rises 13% as data center demand offsets mobile decline
GlobalFoundries' third quarter showed the contract chipmaker's revenue base shifting from smartphones to AI-related networking, and that shift is now boosting profitability. Revenue...
Wednesday 4 November 2026
Supermicro eyes faster cash conversion as turnaround times shrink to 74 days
Supermicro expressed confidence to analysts during its earnings call for the first quarter of fiscal year 2027 regarding quicker turnaround times for orders and improved cash flow...
Wednesday 4 November 2026
LG Energy Solution expects fourth-quarter profit to slip as storage ramp costs linger
LG Energy Solution expects revenue to keep rising in the fourth quarter while profit dips. On its November 3 earnings call, it told analysts that its North American energy storage...
Wednesday 4 November 2026
Commentary: Apple's results mask uncertain demand as supply constraints ease
Apple reported record revenue for its latest fiscal quarter and forecast another record for the current quarter, attributing nearly all hardware-related pressure to supply constraints...
Wednesday 4 November 2026
LG Energy Solution's storage battery surge restores core profit as spending falls
LG Energy Solution's third-quarter recovery shows energy storage as a growing earnings driver as the battery maker redirects production toward North American demand. Better factory...
Wednesday 4 November 2026
Palantir nearly doubles 3Q26 revenue, riding wave of commercial demand
Palantir reported third-quarter 2026 revenue results that nearly doubled from the previous year. Its performance comes on the back of higher US commercial revenue, overtaking government-related...