News tagged earnings at DIGITIMES

NEWS TAGGED EARNINGS

Friday 5 December 2025

Taiwan's GSEO sees double-digit growth on strength in advanced optics

Genius Electronic Optical (GSEO) reported consolidated revenue of NT$2.269 billion (US$72.6 million) for November 2025, edging up 0.53% from October's NT$2.257 billion and rising...

Friday 5 December 2025

North American EMS firms gain new influence as AI transforms the industry

With third-quarter 2025 earnings now in, DIGITIMES' latest global EMS/ODM rankings point to a turning of the tide: generative AI is triggering...

Thursday 4 December 2025

Samsung and SK Hynix align 2026 DRAM strategies

Samsung Electronics and SK Hynix reportedly both plan to raise their DRAM production growth targets for 2026. Samsung is focusing on standard DRAM such as DDR5, LPDDR5X, and GDDR7,...

Thursday 4 December 2025

Tera Auto Tech eyes military and AI growth, optimistic for 2026

Tera Auto Tech held an online earnings call on December 3, 2025, with its management team expressing confidence in two major growth drivers. As Taiwan's defense budget increases annually,...

Thursday 27 November 2025

Fusion Worldwide: The Three Resources That Actually Gate AI Progress Right Now

From TSMC to SK hynix, every Q3 2025 earnings call delivered the same sobering message, the AI build-out is being throttled by three physical choke points that no amount...

Wednesday 26 November 2025

Dell lifts full-year outlook as record 3QFY26 results highlight surging demand for AI servers

Dell Technologies' record fiscal third-quarter results and a sharply higher outlook for AI servers signal strengthening demand for advanced infrastructure, underscoring the company's...

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...

Tuesday 25 November 2025

Foxconn’s China-listed subsidiary rejects downgrade rumors as AI-server demand holds

Foxconn Industrial Internet (FII), a subsidiary of Foxconn Technology Group, has publicly rejected recent media reports asserting that it would reduce its fourth-quarter performance...

Tuesday 25 November 2025

Nvidia casts doubts on OpenAI investment as big tech spreads risk

Nvidia disclosed in its latest earnings report that it cannot guarantee completion of a planned investment in OpenAI, a statement that immediately sparked debate across the tech and...

Monday 24 November 2025

SK Hynix reportedly exploring Indian partner, but no official plans announced

South Korea's SK Hynix is reportedly considering establishing a memory chip assembly and testing (ATMP) facility in India. However, the company's recent public announcement of investment...

Friday 21 November 2025

SoftBank sets up US$3bn Ohio plant for OpenAI's modular AI infrastructure

SoftBank Group plans to invest up to US$3 billion to turn a former electric-vehicle plant in Lordstown, Ohio, into a manufacturing hub for OpenAI's modular AI data-center hardware...

Friday 21 November 2025

Nvidia's strong quarter lifts markets, but the AI bubble question still lingers

Nvidia's record third-quarter earnings provided rare relief for markets facing rising geopolitical risks. Jensen Huang remained characteristically...

Friday 21 November 2025

AMPACS expects 2025 revenue decline amid weak markets but projects improved margins

During its November 20 earnings call, AMPACS has forecasted a year-on-year revenue decline in 2025 due to continued softness in global consumer electronics demand. Despite this, the...

Friday 21 November 2025

eLaser eyes continued COS capacity expansion, 800G ramp-up in 2026

Optical communications firm Elite Advanced Laser (eLaser) held its earnings call on November 19th, during which company president Tien-tseng Sung pointed to inventory adjustments...

Thursday 20 November 2025

Yulon addresses Luxgen sale rumors, confirms N5 launch will follow customer schedule

Yulon Motor held an online earnings call on November 19, 2025, after which it responded to market speculation regarding the potential sale of its Luxgen brand and whether the launch...

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Nov 26, 08:00

Facing the rise of AI, how does Global Instrument Technology leverage Chunghwa Telecom's IDC for the manufacturing industry's AI-driven transformation

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