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    NEWS TAGGED EARNINGS
    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...
    Thursday 5 February 2026
    Qualcomm accelerates push beyond phones: Targets AI PCs, robotics, and data centers
    Qualcomm is accelerating its diversification beyond smartphones, moving towards AI PCs, robotics and data centers, even as near-term handset revenues face supply-side pressure. During...
    Thursday 5 February 2026
    Renesas reportedly to sell timing unit to SiTime in US$3 billion deal
    According to Bloomberg and Nikkei, citing respective sources, Renesas Electronics is set to divest its clocks and timing device business to US chip design company...
    Wednesday 4 February 2026
    VIS sees 1Q26 ASP dip amid product shifts, expects stable full-year pricing
    Vanguard International Semiconductor (VIS) held its earnings call on January 3, 2026, projecting wafer shipments to rise 1-3% quarter-over-quarter in the first quarter of 2026 as customer...
    Wednesday 4 February 2026
    Analysis: AMD prioritizes supply chain for second-half AI ramp
    Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as...
    Wednesday 4 February 2026
    As Boeing ramps up production, Taiwan's Nafco expands to meet rising demand

    Boeing, one of the world's two largest aircraft manufacturers, recently posted stronger-than-expected earnings and signaled further increases...

    Wednesday 4 February 2026
    AMD beats estimates, flags softer 1Q26 momentum

    Advanced Micro Devices (AMD) reported fourth-quarter results and a first-quarter revenue forecast that exceeded analyst estimates, but its...

    Wednesday 4 February 2026
    NXP abandons low-margin bets to chase the software-defined car
    In an earnings call held on February 3, NXP Semiconductors NV reported fourth-quarter revenue of US$3.34 billion, representing a 7% increase year-on-year and a 5% sequential rise....
    Tuesday 3 February 2026
    Japan's TDK leans on premium batteries while rare earth supply risks deepen
    Despite delivering solid earnings, Japan's TDK Corporation warned that China's tighter rare earth export controls are heightening supply chain risks, placing growing procurement pressure...
    Tuesday 3 February 2026
    Intel's 14A mass production timeline faces skepticism with rising capacity and confidence challenges, says DIGITIMES analyst
    Before Intel released its latest earnings report, market sentiment was unusually upbeat. In a DIGITIMES podcast program, DIGITIMES analyst Luke Lin noted that expectations were buoyed...
    Monday 2 February 2026
    Chinese process control powerhouse Jingce targets nearly triple profit growth in 2025
    Wuhan Jingce Electronic Group forecasts net profit of CNY80 million to CNY90 million (approx. US$11.5 million to US$13 million) for 2025, representing year-over-year growth of 181.97%...
    Friday 30 January 2026
    ASML gains from rising EUV demand and US chip spending
    After TSMC chairman C.C. Wei said on a recent earnings call that AI demand is real and that AI is becoming embedded in daily life as a long-term trend, expectations for ASML's performance...
    Friday 30 January 2026
    Boeing signals stronger 2026 outlook as aircraft deliveries accelerate
    Boeing's latest earnings report points to a more positive operating outlook for 2026, driven largely by improving aircraft deliveries and production progress. For the global aerospace...
    Friday 30 January 2026
    Apple posts historic US$143.8 billion quarter as China revenue climbs 38%

    Apple has reported record financial results for its fiscal 2026 first quarter, ending December 27, 2025. The company achieved all-time highs in...

    2/34 pages
    aiexpo2026
    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