Oracle aims to raise US$20 billion through selling stock and issuing bonds to fund its AI build-out. Its stock value dropped after the company filed the plans, a sign that investors...
AI chip and data center suppliers continue to announce capacity expansions and stronger earnings in response to surging AI demand, even as concerns grow over the sustainability of...
Apple is committing more money to research and securing supplies while reducing cash spending on fixed assets, a combination that shows how its AI ambitions and component shortages...
Apple said the main supply constraint in its fiscal fourth quarter 2026, ended September 26, was the availability of leading-edge process capacity for its in-house chips. It said the...
Samsung Electronics plans to shut down its remaining 8-inch foundry lines by the end of 2030, forcing South Korean chip designers to seek alternative manufacturing capacity as competing...
Amazon, Microsoft, Google, and Meta are expected to spend more than US$720 billion on capital expenditures in 2026 to build out AI infrastructure, nearly three times the level of two...
Apple reported record September-quarter revenue of US$114.5 billion for its fiscal 4Q26 ended September 26, 2026, up 12% YoY, supported by strong iPhone and Mac sales and an all-time...
Marvell Technology's agreement to buy Lumentum Holdings would give the custom chip designer its own supply of indium phosphide (InP) lasers, one of the scarcest components in AI data...
MediaTek's latest earnings call focused heavily on its data-center ASIC business, as CEO Rick Tsai and CFO David Ku addressed market rumors about delays to its second AI accelerator...
China's leading DRAM manufacturer CXMT expects revenue to continue growing through 2027, supported by tight memory supply, AI server demand and an expanding portfolio of higher-value...
Dixon Technologies is counting on smartphone joint ventures, expanding IT hardware production, and locally made components to turn a sharp sales increase into stronger earnings, as...
Kioxia's latest results show how AI infrastructure spending is reshaping the NAND flash business, lifting profitability even as consumer demand weakens. Its nearly flat outlook for...
Lite-On Technology reported record net profit for the third quarter of 2026 as demand for AI infrastructure boosted its cloud and power businesses. The Taiwanese electronics supplier...
Samsung Electronics' contract chipmaking business spent years struggling to fill its factories. On its third-quarter earnings call, the company said that by 2027, demand will exceed...
