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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,...
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...