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    AI startups capture majority of global venture capital in 2025, Best Brokers analysis shows
    Feb 8, 11:31
    Silicon Motion posts strong Q4 results, forecasts continued growth in 2026
    Feb 8, 09:28
    NEWS TAGGED EARNINGS
    Sunday 8 February 2026
    Google named Apple's preferred cloud provider as AI partnership details remain unclear
    Alphabet executives have confirmed that Google is Apple Inc.'s "preferred cloud provider," renewing market speculation over the scope of their collaboration in artificial intelligence,...
    Saturday 7 February 2026
    Lead frame supplier CWTC reaches 40-month revenue high in January

    Driven by a broad demand recovery and the gradual effect of price increases, Chang Wah Technology (CWTC) reported both month-on-month and...

    Friday 6 February 2026
    Qualcomm, MediaTek strike cautious tone as smartphone market pressures mount
    Qualcomm and MediaTek struck a similar cautionary tone on the smartphone market outlook during their latest earnings calls, pointing to mounting pressure from memory shortages and...
    Friday 6 February 2026
    ASE Technology posts 3-year profit high on strong advanced packaging orders in 4Q25
    Global outsourced semiconductor assembly and test (OSAT) leader ASE Technology Holding held its earnings call, revealing that robust demand for advanced semiconductor packaging services...
    Friday 6 February 2026
    Google doubles AI capex, turning TPU ASIC orders into high-stakes supplier race
    Google's latest earnings showed not only solid operating momentum but also an unprecedented surge in capital spending, with capex set to more than double from US$91.45 billion in 2025...
    Friday 6 February 2026
    Qualcomm 1QFY26 earnings call: memory shortages redefine smartphones despite strong demand
    Qualcomm delivered record results in its fiscal first quarter, but executives warned that a worsening memory supply imbalance is now constraining the global smartphone market, even...
    Friday 6 February 2026
    China smartphone market stumbles at 2025 finish line as December shipments plunge 29%, Apple share slips below 15%
    China's smartphone market ended 2025 on a weaker note than expected, despite Apple's strong fourth-quarter earnings and the early success of the iPhone 17. December shipments fell...
    Friday 6 February 2026
    MediaTek CEO warns of smartphone demand challenges in 2026, while Pegatron chairman sees growth in emerging markets
    During MediaTek's earnings call on February 3, CEO Rick Tsai cautioned that smartphone demand is expected to encounter difficulties in 2026. Contrasting this outlook, Pegatron chairman...
    Thursday 5 February 2026
    Arm pushes compute subsystems as chip design complexity grows
    Arm Holdings executives highlighted a growing focus on integrated compute subsystems during the company's latest earnings call, as rising chip design complexity reshapes customer requirements...
    Thursday 5 February 2026
    Qualcomm reports record 1QFY26 results, flags memory constraints in near-term outlook
    Qualcomm reported record financial results for its fiscal first quarter of 2026, while guiding lower for the current quarter as memory supply constraints begin to weigh on handset...
    Thursday 5 February 2026
    MediaTek projects strong growth in cloud ASIC market, aims for US$1 billion revenue by 2026
    At its February 4 earnings call, MediaTek outlined a robust outlook for its application-specific integrated circuit (ASIC) business, with CEO Rick Tsai Lixing projecting the cloud...
    Thursday 5 February 2026
    Wi-Fi, auto, and data center momentum underpin Skyworks' broad market confidence

    Skyworks Solutions devoted much of its earnings call Q&A to outlining why broad markets remain a key growth driver, with management...

    Thursday 5 February 2026
    Flex tops fiscal 3Q26 guidance, lifts full-year outlook

    EMS provider Flex reported fiscal third-quarter 2026 results that exceeded its guidance and raised its full-year forecast, citing continued...

    Thursday 5 February 2026
    Skyworks signals confidence in mobile stability as AI and mix uncertainty shape outlook

    At its first quarter fiscal year 2026 earnings call, Skyworks Solutions addressed investor concerns around mobile content stability, pricing...

    Thursday 5 February 2026
    MediaTek charts data center ASIC expansion even as smartphone sales slow
    MediaTek held its earnings briefing with investor focus centered on application-specific integrated circuits (ASICs) and the smartphone market outlook. CEO Rick Tsai said the company's...
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    supermicro2
    BIZ FOCUS
    Feb 4, 08:00
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Tuesday 3 February 2026
    Asia FinTech Alliance (AFA) Announces Leadership Election Results
    Monday 2 February 2026
    Smiths Interconnect to Showcase Next-Generation Test Solutions at DesignCon 2026
    Friday 30 January 2026
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook