News tagged earnings at DIGITIMES

NEWS TAGGED EARNINGS

Wednesday 5 August 2026

AMD leans on Helios and hyperscaler deals to press its case against Nvidia in AI chips

AMD used its second-quarter 2026 results to reinforce a broader argument: that it can replicate in AI accelerators the market-share gains it has already made in server central processing...

Wednesday 5 August 2026

Research Insight: Samsung indicates diversification in AI memory demand, LTA reshapes supply

Samsung Electronics' memory business was the clear focus of its second quarter 2026 earnings call, accounting for about one-third of the Q&A session. DIGITIMES Intelligence said...

Wednesday 5 August 2026

Aurona lifts ABF and CCL shipments, eyes capacity expansion in 3Q26

Aurona said shipments of ABF substrate pads and CCL-related packaging materials both rose, extending its growth momentum in the second...

Tuesday 4 August 2026

Kinsus boosts spending as global IC substrate supply stays tight

Kinsus said stronger second-quarter results and fresh capital spending reflect continued strain in the global IC substrate market, where demand from AI, CPU, GPU, and ASIC customers...

Tuesday 4 August 2026

Team Group 2Q26 profit surges more than 200-fold, expects DRAM shortage to persist through 2027

Memory module maker Team Group posted record profit in the first half of 2026, as surging demand and a persistent DRAM supply-demand...

Tuesday 4 August 2026

MediaTek sees SerDes 448G as copper's final battleground

The question of where the limits of cloud AI high-speed interconnects will fall has been a major market focus over the past six months. MediaTek addressed the issue for the first time...

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...

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Jul 30, 08:00

EDOM Accelerates Edge AI Deployment with NVIDIA Technologies

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