News tagged earnings at DIGITIMES

NEWS TAGGED EARNINGS

Tuesday 4 August 2026

Onsemi expects AI data-center revenue to more than double in 2026 as cyclical recovery takes hold

Onsemi's second-quarter results pointed to a broadening recovery in semiconductor demand, with AI data-center applications emerging as the company's fastest-growing business, while...

Tuesday 4 August 2026

RichWave says Wi-Fi 7 momentum stays strong in 2H26

RichWave Technology said at a recent earnings call that Wi-Fi 7 adoption continues to rise rapidly, with strong demand from telecom...

Monday 3 August 2026

Commentary: AUO's stalled transformation comes under fire after Frank Ko's sudden exit

AUO, Taiwan's largest display panel maker, has spent recent years shifting away from consumer LCD panels toward higher-value markets...

Monday 3 August 2026

Apple's supply squeeze raises costs, reshapes sourcing and could widen iPhone 18 price gap

Apple's latest earnings showed robust demand, but a weaker outlook for the coming quarter pointed to a supply-driven squeeze with implications for prices, suppliers, and device launches...

Monday 3 August 2026

Merry Electronics cites costs and overseas ramp-up as 2026 profit risks

Merry Electronics said rising costs, foreign exchange swings and slower efficiency gains at new overseas plants were the main variables for profit growth in 2026. At a recent earnings...

Monday 3 August 2026

Intel EMIB yields hit target, MediaTek eyes 2028 ASIC ramp

MediaTek said at its latest earnings call that its second-generation data-center ASIC product remains on schedule for mass production...

Monday 3 August 2026

Samsung Electro-Mechanics deepens AI supply-chain bet with new contracts, eyes glass substrate production in 2027

Samsung Electro-Mechanics used its second-quarter earnings call to signal that its bet on AI infrastructure is paying off and about to get bigger, pointing to a run of long-term supply...

Sunday 2 August 2026

ESMT posts record second-quarter profit on higher contract memory prices

Elite Semiconductor Microelectronics Technology (ESMT) reported a record second-quarter 2026 profit as contract prices rose for niche memory products, lifting results sharply from...

Saturday 1 August 2026

Realtek, Elan, and Parade set the tone for PC chip demand

As the second half of the year begins, major Taiwanese IC design firms including Realtek Semiconductor, Elan Microelectronics, and Parade Technologies are holding earnings briefings...

Friday 31 July 2026

Samsung chip engineers eye SK hynix as AI-driven bonus gap fuels talent war

Nvidia CEO Jensen Huang recently appeared alongside SK Group Chairman Chey Tae-won and Samsung Electronics Executive Chairman Lee Jae-yong at a high-profile AI gathering in San Francisco,...

Friday 31 July 2026

Analysis: Behind Microsoft's AI strategy to sharpen platform edge

Microsoft is no longer framing artificial intelligence as a race to build the single best model. Instead, it is positioning itself...

Friday 31 July 2026

Tokyo Electron raises outlook as AI data center spending lifts memory demand

Tokyo Electron lifted its operating profit outlook for April-September 2026 on July 30, citing continued investment in AI data centers and stronger semiconductor capital spending....

Friday 31 July 2026

Amazon Leo nears 400 satellites, initial service to begin this year

Amazon's low-Earth-orbit (LEO) satellite network is approaching 400 satellites in orbit, enough to begin initial commercial internet...

Friday 31 July 2026

LG Electronics' strong 2Q26 underscores push into robotics and AI infrastructure

LG Electronics reported a strong second quarter, supported by record sales and one-time gains, while accelerating a shift toward robotics...

Friday 31 July 2026

Analysis: Samsung's HBM4 base die is the foundry weapon TSMC and Intel can't copy

The most revealing thing about Samsung Electronics' foundry commentary on its second quarter of 2026 earnings call was not any single...

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