News tagged gross margin at DIGITIMES

NEWS TAGGED GROSS MARGIN

Friday 23 October 2026

Western Digital widens margins on pricing and exabyte growth

Western Digital's fiscal first quarter showed a hard-drive business turning demand into profit faster than into sales. Revenue for the three months ended October 2, 2026 rose 55% from...

Thursday 22 October 2026

GoldKey Technology posts record 3Q26 profit as industrial share rises

Memory module maker GoldKey Technology posted record third-quarter 2026 profit, with net income topping NT$1 billion (approx. US$30.9 million) for the first time at NT$1.03 billion,...

Wednesday 21 October 2026

Supermicro lifts quarterly sales estimate as AI demand outpaces forecasts

Supermicro expects quarterly revenue and gross margin to exceed its earlier guidance, citing stronger demand for AI platforms and a more favorable customer and product mix. The October...

Friday 16 October 2026

TSMC details pricing, confirms agentic AI boosts CPU demand

TSMC addressed pricing adjustments, CPUs, and advanced packaging at its earnings briefing on October 15, 2026, confirming that demand for CPUs related to agentic AI continues to rise...

Friday 16 October 2026

Tong Yang sees stronger 4Q26 margins, but shipping, costs remain risks

Tong Yang Industry expects capacity utilization to reach 90%–95% in the fourth quarter of 2026, as North American aftermarket orders recover and support margins during the seasonal...

Thursday 15 October 2026

AI server tracker: Taiwanese ODM/EMS players post NT$2.18T in September 2026, up 56% YoY

Six Taiwanese server and networking contract manufacturers booked combined revenue of NT$2.18 trillion (US$67.3 billion) in September 2026, up 55.9% year-over-year and 4.9% month-over-month,...

Thursday 15 October 2026

TSMC eyes US$54.3bn in 4Q26 revenue, but 2nm ramp and overseas fabs pressure margins

TSMC expects fourth-quarter 2026 revenue to reach US$52.3 billion to US$54.3 billion, potentially rising as much as 61% year-over-year, with sustained...

Wednesday 14 October 2026

Applied Materials lifts 2030 margin goals, but a missing industry forecast sends a disappointing signal

Applied Materials used its investor day to argue that AI will let it outgrow the chip equipment market through 2030. Investors, however, focused on what the company left out: a forecast...

Tuesday 13 October 2026

Charts: ASE tops NT$200B revenue in 3Q26 on AI OSAT demand

ASE reported September revenue of NT$88.13 billion (US$2.7 billion), up 7.15% month-over-month and 45.52% year-over-year, marking a record high for the third consecutive month. Third-quarter...

Monday 12 October 2026

Nanya gross margin hits 85.7% as low-priced DRAM contracts roll off

Nanya Technology reported record quarterly earnings in the third quarter of 2026, according to unaudited results released on October 12, as DRAM average selling prices (ASPs) rose...

Monday 12 October 2026

Baso Optical eyes steady performance in 2027 with focus on high-margin AOI, semiconductor, aerospace applications

Baso Precision Optics held its latest online earnings call on October 7, during which the company acknowledged short-term pressures on its gross margin, due to ongoing adjustments...

Tuesday 6 October 2026

Nanya Technology, Winbond Electronics hit record highs for 10 consecutive months in September 2026

Taiwan memory suppliers Nanya Technology and Winbond Electronics have set new monthly revenue records for 11 and 10 consecutive months, respectively, as their September 2026 consolidated...

Friday 2 October 2026

Climax Technology stays cautious on 2H26 as memory costs rise

Climax Technology said elevated memory prices are pressuring its gross margin in the second half of 2026, while longer customer validation cycles for substitute memory parts are also...

Thursday 1 October 2026

Micron's record quarter rests on pricing power as customers lock in 2027 supply

Micron Technology's fiscal fourth quarter showed a memory maker whose growth now comes mainly from price rather than volume, with customers committing cash years in advance to secure...

Friday 25 September 2026

China's autonomous-driving suppliers confront the limits of software moats

Chinese autonomous-driving software specialist Momenta posted a strong first-half performance, with gross margin reaching 73.2% and...

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