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    NEWS TAGGED EARNINGS
    Friday 9 January 2026
    Largan braces for 1Q26 seasonal dip as capacity utilization loosens
    Largan Precision, a leading optical lens manufacturer, held its earnings call on January 8 to announce its fourth-quarter 2025 and full-year 2025 financial results. Benefiting from...
    Friday 9 January 2026
    Largan faces challenges as memory price impacts spread
    Optical lens maker Largan Precision held an earnings briefing on January 8, 2026, during which chairman Adam Lin expressed a wary smartphone industry outlook. Surging memory prices...
    Wednesday 7 January 2026
    Nvidia's Vera Rubin enters full production, igniting Micron's HBM4 capacity bet for 2026
    When Nvidia CEO Jensen Huang confirmed at CES 2026 that its next-generation AI processor, Vera Rubin, had entered full production, the message to the memory industry was immediate...
    Monday 5 January 2026
    Memory price surge drives profit windfall across sector
    Memory demand remains elevated, with supply shortages driving prices sharply higher and triggering a broad profit surge across the sector. Memory module makers Adata and Team Group...
    Wednesday 31 December 2025
    Ability Opto-Electronics eyes strong 2026, expands in Vietnam
    Ability Opto-Electronics Technology (AOET) expressed optimism for its 2026 operations during its earnings call on December 30, despite the notebook market being impacted by rising...
    Friday 26 December 2025
    Semiconductor, defense drive ChenFull Precision's 2026 performance toward double-digit growth
    ChenFull Precision president CM Lai stated during an earnings call on December 24 that looking ahead to 2026, strong growth momentum in both the semiconductor and defense sectors...
    Wednesday 24 December 2025
    Samsung, SK Hynix reportedly hike HBM3E prices nearly 20% ahead of 2026 shift
    South Korean memory giants Samsung Electronics and SK Hynix have reportedly hiked prices for fifth-generation high-bandwidth memory by nearly 20% for 2026 deliveries, as soaring demand...
    Tuesday 23 December 2025
    Silicon Optronics eyes BSI and low-power products in face of memory supply concerns
    Silicon Optronics (SOI) highlighted at its recent earnings call that ongoing price hikes and shortages in consumer memory remain unresolved, potentially tightening wafer foundry supply...
    Thursday 18 December 2025
    Micron's HBM4 production set on 1-beta process as India ATMP ramp slips to 2026
    In a post-earnings analyst call on December 17, 2025, Micron Technologies outlined plans for capital expenditure in fiscal year 2026, driven by global construction projects and the...
    Thursday 11 December 2025
    Synopsys’ 4Q revenue jumps as fiscal 2026 guidance comes in strong
    Synopsys reported solid revenue growth in the fourth quarter of fiscal year 2025, with sales surging nearly 38% year over year, while issuing an upbeat outlook for the first quarter...
    Wednesday 10 December 2025
    Realtek posts first sub-US$288 million month of 2025, eyes recovery in early 2026

    Realtek Semiconductor reported November 2025 revenue of NT$8.882 billion (approx. US$284.5 million), down 1.9% from October but up 1.8%...

    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,...
    1/30 pages
    NTN special report
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
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