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    Analysis: Why ASML's layoffs focused on Europe and US but not China
    11h 27min ago
    Chip cooling pioneers: The 1981 patent keeping today's AI servers alive
    11h 27min ago
    Dutch restrictions on Nexperia sounds alarm for European semiconductor industry
    11h 27min ago
    Samsung notebook and smartphone prices rise amid chip inflation era
    11h 27min ago
    Chinese panel makers' production cuts drive TV panel price rise in February
    11h 27min ago
    Exclusive: Tesla's AI ecosystem boosts space solar energy interest among Taiwan suppliers
    11h 27min ago
    NEWS TAGGED EARNINGS
    Thursday 29 January 2026
    Analysis: ASML earnings prove AI demand is hitting the factory floor
    The artificial intelligence boom has moved from cloud infrastructure to the factory floor, and ASML Holding NV's latest earnings prove it.
    Thursday 29 January 2026
    Musk moves Tesla past Model S and X, betting on robots and AI

    Tesla reported fourth-quarter earnings on Wednesday that topped Wall Street's profit expectations despite the fact that its revenue had...

    Thursday 29 January 2026
    Celestica posts sharp revenue gains as cloud and AI spending rise

    Celestica, a global supplier of data center infrastructure and advanced technology manufacturing, reported sharply higher revenue and...

    Thursday 29 January 2026
    Earnings call summary: Samsung 4Q25 profit tops KRW20 trillion on memory boom
    Samsung Electronics posted record quarterly revenue and operating profit in the fourth quarter of 2025, underscoring how AI-driven demand for advanced memory has become the company's...
    Thursday 29 January 2026
    Tesla bets future on custom chips as profit plunges 64%
    Tesla's latest earnings showed softer vehicle demand but improving margins, while management and analysts focused on the company's accelerating investments in custom chips, AI compute,...
    Thursday 29 January 2026
    Realtek tops US$3.8 billion in 2025 revenue, signals solid growth from customer restocking in 1H26
    Realtek said at its January 28, 2026, earnings call that fourth-quarter 2025 revenue reached NT$26.28 billion (US$840 million), down 10.9% from the previous quarter and 0.3% from a...
    Wednesday 28 January 2026
    Powertech posts 4Q25 profit high, eyes growth momentum into 2026
    Memory testing and packaging firm Powertech Technology (PTI) reported that its revenue and earnings met expectations in the fourth quarter of 2025. Quarterly revenue reached NT$21.41...
    Wednesday 28 January 2026
    Apple's iPhone 17 powers a strong quarter as memory costs soar
    Apple is set to report fiscal first-quarter 2026 earnings on January 29, with strong sales of the iPhone 17 expected to drive record operating performance and solid smartphone shipments...
    Monday 26 January 2026
    Adata posts over NT$10 billion in profit before tax in 2025, December nears 3Q25 earnings
    Memory module giant Adata Technology announced its unaudited consolidated earnings for December 2025, reporting profit before tax of NT$2.55 billion (approx. US$81.22 million), nearly...
    Friday 23 January 2026
    Samsung foundry ramps up utilization as Tesla orders near
    Samsung Electronics' foundry division is expected to increase factory utilization to the 60%–70% range this year as the company focuses on improving profitability ahead of large-scale...
    Monday 19 January 2026
    Optics manufacturers strengthen ties with semiconductor firms in silicon photonics race, Asia Optical among targets
    Industry speculation about collaboration between optics manufacturers and semiconductor companies to bolster their silicon photonics (SiPh) capabilities is gaining ground. Following...
    Saturday 17 January 2026
    TSMC speeds up US expansion while keeping FX strategy simple
    TSMC is speeding up its multibillion-dollar expansion in Arizona after posting strong earnings, signaling confidence in long-term artificial intelligence demand and the US push to...
    Saturday 17 January 2026
    TSMC chair confirms long-term AI demand and commitment to US expansion
    At its January 15, 2026, earnings call, TSMC chairman C.C. Wei addressed questions on the authenticity of AI demand, capital expenditure plans, and US capacity expansion. Wei stated...
    Saturday 17 January 2026
    Packaging and testing cluster expected to emerge as TSMC Arizona GigaFab expands
    During TSMC's first earnings call of 2026, CEO C.C. Wei said that key metrics at its Arizona fabs are approaching the level of advanced manufacturing in Taiwan. Rising demand from...
    Friday 16 January 2026
    Biwin Storage profit jumps 427% as memory cycle turns
    China's domestic memory module maker Biwin Storage Technology has released the A-share market's first major 2025 profit outlook, signalling a sharp earnings rebound as memory prices...
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    KLA
    BIZ FOCUS
    Jan 28, 08:00
    Ministry of Economic Affairs Launches 2026 Best AI Awards
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
    Wednesday 28 January 2026
    Seoul Business Agency Hosts Global Innovation Forum Showcasing Startup Ecosystem
    Thursday 22 January 2026
    MOSS Introduces an AI-Assisted DAW Built to Support Human Creativity
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook