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    LG Electronics's three strategies to counter competition from Chinese brands
    10h 26min ago
    China's SeeYA wins Meta’s MR panel order as BOE misses certification
    10h 27min ago
    Qualcomm says HBC memory architecture offers better value than HBM as hyperscalers show interest
    10h 27min ago
    InP enters a capacity race as TCL moves into indium phosphide laser chips
    10h 27min ago
    Taiwan’s semiconductor materials sector sees opportunity in advanced packaging and CPO
    10h 27min ago
    Huawei lifted R&D spending to push AI chips and semiconductor self-reliance
    10h 27min ago
    NEWS TAGGED EARNINGS
    Friday 1 May 2026
    Apple's fiscal 2Q in numbers: iPhone surge, China rebound, margins hold

    Apple Inc. beat Wall Street expectations in its fiscal second quarter, with strong iPhone demand, resilient Services growth and a rebound...

    Thursday 30 April 2026
    ASE Technology sees seasonality fade as AI demand drives steady 2026 growth
    Global outsourced semiconductor assembly and test (OSAT) leader ASE Technology Holding (ASEH) held an earnings call on April 29, reporting a robust first quarter of 2026 that broke...
    Thursday 30 April 2026
    Meta's 1Q26 earnings redraw the AI hardware map
    Meta Platforms' first-quarter 2026 earnings delivered one of the most consequential procurement signals in recent memory for Asia's technology supply chain.
    Thursday 30 April 2026
    Chunghwa Precision Test raises capex as HPC probe card orders hit 30% of sales
    Chunghwa Precision Test Tech reported that strong demand from high-performance computing chip customers drove first-quarter 2026 revenue to NT$1.357 billion (US$43 million) and operating...
    Thursday 30 April 2026
    Delta Electronics posts 34% revenue growth in 1Q26, invests NT$12.1B to expand Taoyuan plants
    Delta Electronics reported strong first-quarter results and approved NT$12.1 billion (US$380 million) in plant investments, moves that signal expanded production capacity for AI servers...
    Thursday 30 April 2026
    UMC stresses disciplined price hike, Intel deal, and memory foundry rumors draw attention
    United Microelectronics (UMC) held its earnings call, where market focus centered on its recent price increases, progress in silicon photonics (SiPh) and advanced packaging, and speculation...
    Thursday 30 April 2026
    Corning reports first-quarter 2026 growth and advances portfolio restructuring under Springboard plan
    Corning Incorporated reported higher first-quarter 2026 core sales and earnings while outlining continued restructuring efforts across its operating model, including expanded platform-based...
    Thursday 30 April 2026
    Cambricon earnings surge on AI compute demand
    China's Cambricon Technologies reported a sharp rise in first-quarter 2026 earnings, driven by surging AI compute demand, while intensifying competition and shifting investor positioning...
    Thursday 30 April 2026
    Amazon highlights US$50 billion chip potential and advances LEO satellite plans
    On April 29, Amazon told investors on its first-quarter 2026 earnings call that AWS continued to accelerate, while the company doubled down on its custom chip business and pushed forward...
    Thursday 30 April 2026
    Alphabet's 1Q26 earnings call: AI boom hits capacity ceiling
    Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and...
    Thursday 30 April 2026
    Qualcomm to ship custom product with hyperscaler in 4Q26
    In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...
    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,...
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    BIZ FOCUS
    Sep 1, 08:00
    Rising Packaging Complexity Elevates Glass in Semiconductor Manufacturing
    Monday 31 August 2026
    NewPower Worldwide expands credit facility to $750M for growth
    Monday 31 August 2026
    Tescan Connects Buried Defect Localization to Nanoscale Analysis at SEMICON
    Thursday 27 August 2026
    ASMPT Showcases Advanced Packaging Innovation at SEMICON Taiwan 2026
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