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Thursday 30 April 2026
Amkor advances data center CPU mass production amid manageable supply and cost risks
Amkor, the world's second-largest OSAT provider, recently held its earnings call where CEO Kevin Engel highlighted strong demand for AI and high-performance computing (HPC) chips driving...
Wednesday 29 April 2026
Apple supplier Luxshare sees profits rise, but cash flow remains weak

Luxshare Precision Industry reported first-quarter results with strong revenue growth and higher profit, while rising costs and negative...

Wednesday 29 April 2026
BYD reports steep drop in profit despite global expansion

BYD, China's largest electric vehicle maker, reported a sharp decline in first-quarter profit, as intensifying competition and global market...

Wednesday 29 April 2026
Faraday Technology posts profit decline in the first quarter as gross margin hits 13-quarter high
Faraday Technology reported consolidated revenue of NT$2.59 billion (US$82.4 million) in the first quarter, with net income after tax of NT$100 million and earnings per share of NT$0.40,...
Tuesday 28 April 2026
Empyrean draws retail inflows while profit falls, testing China EDA valuations
China's domestic EDA software developer Empyrean Technology is attracting a growing base of retail investors even as its earnings weaken, underscoring a widening gap between market...
Tuesday 28 April 2026
Celestica reports strong 1Q26 as cloud demand lifts results
Celestica reported a strong start to 2026, underscoring the growing demand for data center hardware as cloud spending accelerates.
Monday 27 April 2026
DIGITIMES Insight: Will TSMC's 3nm expansion put Samsung's 2nm bid on the back foot?
As the AI buildout accelerates and chipmakers race to secure advanced process capacity, TSMC finds itself in an increasingly commanding position.
Monday 27 April 2026
Tesla doubles down on robotaxi and FSD, recasting cars into revenue-generating assets
At its first-quarter 2026 earnings call, Tesla set out a clear shift in strategy: moving the auto industry away from ownership toward a usage-based mobility model. By aligning software,...
Friday 24 April 2026
PC chipmakers warn CPU shortages cloud 2026 shipment outlook
CPU shortages in the PC sector have emerged as a new concern for shipments this year, in addition to ongoing memory supply issues. Industry players supplying PC peripheral chips observe...
Thursday 23 April 2026
SK Hynix to shift over half of NAND output to 321-layer chips
SK Hynix said it plans to expand production of its latest 321-layer NAND chips, as demand for AI applications leads to increased adoption of high-capacity enterprise storage.
Thursday 23 April 2026
SK Hynix dismisses peak fears, points to structural memory upcycle

SK Hynix said the current strength in memory pricing reflects structural changes in demand, pushing back against concerns that recent...

Thursday 23 April 2026
SK Hynix flags persistent HBM shortage as demand outpaces supply
SK Hynix said demand for high-bandwidth memory is expected to outpace supply for several years, underscoring persistent constraints in the AI memory market even as the company ramps...
Thursday 23 April 2026
Qualcomm mulls return to Samsung's 2nm as TSMC targets its LPU market
Global semiconductor leaders are accelerating the restructuring of their supply chains. Qualcomm CEO Cristiano Amon recently made a quiet, low-profile visit to South Korea, signaling...
Thursday 23 April 2026
Texas Instruments signals a stronger recovery on industrial and AI demand
Texas Instruments (TI) reported first-quarter 2026 revenue of US$4.83 billion, up 19% year on year, with net income rising 31% to US$1.55 billion and earnings per share of US$1.68...
Wednesday 22 April 2026
Powerchip DRAM foundry price hike to boost June revenue; IPD to drive Intel demand in 2H27
Powerchip Semiconductor Manufacturing (PSMC) held an earnings call on April 21 to address developments in memory and logic foundry services, as well as its future business outlook...