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Thursday 16 April 2026
Yageo posts 40% YoY profit rise in 1Q26, driven by AI demand, price hikes
Passive component manufacturer Yageo held its first-quarter 2026 online earnings call on April 15, reporting strong financial results. Company CEO David Wang said that robust demand...
Thursday 16 April 2026
TSMC 1Q26 earnings: AI demand sends profit up 58%, gross margin to all-time high
Taiwan Semiconductor Manufacturing Company (TSMC) reported a first-quarter 2026 revenue of US$35.90 billion, a 40.6% jump from a year earlier, as insatiable demand for artificial intelligence...
Thursday 16 April 2026
ASML raises 2026 revenue guidance as AI-driven chip demand overwhelms supply — and its customers know it
The lithography giant's first quarter earnings call reveals more than a beat-and-raise quarter: it exposes a structural shift in how chipmakers relate to their sole EUV supplier
Tuesday 14 April 2026
Yaskawa Electric sees AI robot, chip demand boost profits

Japan's Yaskawa Electric is pointing to a turning point in its earnings trajectory, with AI-driven robotics and semiconductor equipment...

Thursday 9 April 2026
Samsung profit jumps on memory rally, chips drive over 90% of earnings
Samsung Electronics posted record first-quarter 2026 results, with more than 90% of earnings tied to its memory business, underscoring the scale of the AI-driven memory upcycle.
Wednesday 8 April 2026
Kioxia considers first dividend as long-term contracts shape global memory strategy
Kioxia Holdings, Japan's NAND flash memory producer, is exploring the possibility of paying its first dividend since listing in December 2024, reflecting confidence in its growing...
Wednesday 8 April 2026
Analysis: ASML earnings preview; SK Hynix and TeraFab already facing EUV capacity difficulties
Compared to short-term geopolitical turbulence, the AI megatrend represents a once-in-a-generation business opportunity. In the past, TSMC often took the lead during earnings season...
Tuesday 7 April 2026
Samsung's eightfold profit jump signals AI spending immunity to geopolitical risk
Samsung Electronics reported a record-shattering eight-fold leap in quarterly profit, as insatiable demand for artificial intelligence (AI) memory chips outweighed growing concerns...
Thursday 2 April 2026
Ennoconn advances retail solutions with integrated hardware and services
Facing the AI wave, Ennoconn chairman Steve Chu revealed at an earnings call held on March 30, 2026, that its system integration revenue surpassed NT$20 billion (US$622.8 million)...
Wednesday 1 April 2026
China memory chip designer GigaDevice posts record 2025 earnings, locks in US$825 million DRAM supply
GigaDevice Semiconductor reported stronger full-year 2025 results, supported by AI-driven demand and a recovery in the memory cycle. Revenue rose 25.12% year on year to CNY9.2 billion...
Wednesday 1 April 2026
China display panel maker TCL profit jumps 189% on panel recovery, AI manufacturing push
China's late-March audited earnings cycle puts TCL Technology (TCLTech) in focus, with its 2025 results confirming a display panel recovery while exposing rising component cost risks...
Tuesday 31 March 2026
Samsung, SK Hynix reportedly set for record profits as long-term contracts expand
Samsung Electronics and SK Hynix are expected to post record first-quarter profits as surging artificial intelligence demand drives memory prices higher, with suppliers pushing to...
Monday 30 March 2026
Advantech invests in Intelligent Cloud Plus to strengthen vertical energy software solutions
Industrial PC maker Advantech announced on March 27 a strategic investment via a wholly owned subsidiary in energy solution provider Intelligent Cloud Plus (ICP). The goal: jointly...
Friday 27 March 2026
Nexchip revenue rises 17.7% to US$1.58bn, foundry capacity stays tight

Nexchip reported 2025 revenue of CNY10.89 billion (approx. US$1.58 billion), up 17.69% year-over-year, with net profit rising 32.16% to...

Friday 27 March 2026
CMC targets over 18% sales surge in 2026 on EV push, Mitsubishi lineup and localization strategy
Taiwan's China Motor Corporation (CMC) is positioning for a sales rebound in 2026 after navigating a difficult year marked by macroeconomic headwinds and policy uncertainty, banking...