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    Samsung and SK Hynix race to upgrade China chip plants as NAND demand surges
    6min ago
    TSMC to open Arizona packaging facility by 2029, signals caution on high-NA EUV
    8min ago
    IBM reports steady AI-driven growth despite facing software momentum questions
    20min ago
    What Apple's new CEO inherits: AI, China, and a governance reckoning
    24min ago
    Supermicro GPU smuggling prompts Nvidia to intensify supply chain audit
    Apr 22, 17:49
    Memory price surge hits India smartphone shipments in 1Q26
    Apr 22, 17:49
    What PC brands's layoff wave can tell us about AI-driven resource shift and cost surge
    Apr 22, 17:49
    NEWS TAGGED EARNINGS
    Friday 17 April 2026
    TSMC revises advanced process and packaging strategy
    TSMC chairman C.C. Wei emphasized persistent capacity shortages during the company's earnings call, noting that 3nm technology accounted for about 25% of first-quarter 2026 revenue...
    Friday 17 April 2026
    EMS Watch: Lens Technology's earnings shock highlights strain across Apple supply chain

    China's consumer electronics supply chain is facing mounting pressure, as Lens Technology posted a sharp earnings downturn that triggered...

    Thursday 16 April 2026
    TSMC hints at next-gen LPU bid, stokes speculation that Samsung's Groq order may not last
    TSMC Chairman C.C. Wei disclosed at the company's first-quarter 2026 earnings call that the foundry is collaborating with a customer on next-generation LPU development —a remark...
    Thursday 16 April 2026
    TSMC enters 2nm mass production, scales 3nm capacity
    TSMC laid out its capacity expansion plans and advanced node progress at its first quarter 2026 earnings call. Chairman C.C. Wei reaffirmed Taiwan as the primary base for leading-edge...
    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...
    2/40 pages
    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook