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Thursday 19 March 2026
Strong quarter for Jabil fueled by smart infrastructure and automotive demand
Jabil delivered fiscal second-quarter results that topped its own expectations, buoyed by sustained strength in its Intelligent Infrastructure business and a stronger-than-anticipated...
Thursday 19 March 2026
As Chinese automakers push overseas, Western suppliers reclaim upper hand

Buffeted by a slower-than-expected shift toward vehicle electrification and electronic architectures—along with the crosscurrents...

Thursday 19 March 2026
Analysis on Micron's strategic pivot: de-commoditizing the memory industry

The most significant revelation from CEO Sanjay Mehrotra during Micron's earnings call was the structural shift in how the company engages with...

Wednesday 18 March 2026
Adata profits soar on memory price rally amid supply crunch
Memory module maker Adata reported a sharp surge in January profit as rising memory prices and AI-driven demand tightened global supply.
Wednesday 18 March 2026
Chipbond sets sights on SiPh and LPO for next phase of growth
Display driver IC (DDIC) packaging leader Chipbond outlined three key growth drivers at its recent earnings call that are expected to support its core driver IC business despite industry...
Wednesday 18 March 2026
Wistron eyes sales model shift as AI server volume squeezes margins
Wistron Group posted record revenue and earnings per share in 2025, driven by strong demand for AI servers. Still, its gross margin fell as higher unit prices and material costs tied...
Tuesday 17 March 2026
Innodisk February profit jumps as cloud, AI demand lifts earnings

Taiwan-based memory module maker Innodisk reported a sharp increase in profitability for February 2026, supported by strong demand from...

Sunday 15 March 2026
Zhen Ding sees AI products near 70% of revenue, sets NT$100 billion capex for 2 years
Printed circuit board (PCB) giant Zhen Ding Technology recently held an earnings call where company chairman Charles Shen noted that customer demand across artificial intelligence...
Saturday 14 March 2026
AI server boom lifts WPG Holdings to record February revenue

Driven by surging AI computing and server demand, IC distributor WPG Holdings reported February 2026 revenue of NT$79.68 billion (approx...

Friday 13 March 2026
Acer reports higher revenue and profit for fourth quarter and full year 2025
Acer reported consolidated revenue of NT$74.359 billion (approx. US$2.34 billion) in the fourth quarter of 2025, an increase of 12.6% year-over-year. Gross profit for the quarter reached...
Friday 13 March 2026
Adobe reports strong earnings as CEO announces planned departure

Adobe reported stronger-than-expected quarterly results while announcing that longtime CEO Shantanu Narayen will step down after nearly...

Friday 13 March 2026
Innolux posts small 2025 profit during ongoing factory sale drama
Panel maker Innolux posted a small profit in 2025, but compared with its earnings performance, the "factory sale drama" that has drawn market attention is escalating. In addition to...
Thursday 12 March 2026
Pegatron predicts AI server revenue to soar tenfold, driving quarterly gains in 2026
Pegatron stated during its earnings call on March 11 that its artificial intelligence (AI) server business will grow tenfold in 2026, continuing the shipment momentum from 2025 and...
Wednesday 11 March 2026
Oracle says AI infrastructure projects are profitable and margins should improve as capacity comes online
Oracle told investors during its third-quarter fiscal-year 2026 earnings call that its AI infrastructure business is profitable today and should become more so as under-construction...
Wednesday 11 March 2026
Oracle beats estimates as AI cloud demand drives growth and eases financing concerns
On March 10, Oracle reported stronger-than-expected fiscal third-quarter results and lifted its long-term revenue outlook, signaling sustained demand for artificial-intelligence cloud...