News tagged gross margin at DIGITIMES

NEWS TAGGED GROSS MARGIN

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...

Tuesday 22 September 2026

EZconn eyes 2027 high-core fiber ramp as shortages persist

EZconn said global fiber and optical cable supplies remain tight as AI data center demand overtakes demand from traditional telecom...

Monday 21 September 2026

Tyntek optical communications MPD ramps quarterly, 2027 capacity triples

Tyntek is rapidly expanding into optical communications as AI data-center demand drives a surge in high-speed transmission needs, with shipments set to rise significantly from the...

Monday 14 September 2026

Lite-On revenue rises in August on cloud power demand

Lite-On Technology posted NT$19.6 billion (approx. US$622.1 million) in consolidated revenue in August 2026, up 3% month-over-month and 25% year-over-year, as strong demand continued...

Thursday 10 September 2026

ASE August revenue tops NT$80 billion record as AI packaging capacity stays sold out

ASE Technology Holding's revenue surpassed NT$80 billion (US$2.5 billion) for the first time in August 2026, as AI continued to drive demand for both advanced and conventional semiconductor...

Thursday 10 September 2026

Foxsemicon hits record 2Q26 revenue on Thailand ramp-up

Foxsemicon Integrated Technology (FITI) posted record consolidated revenue of NT$6.3 billion (approx. US$200.0 million) in the second quarter of 2026, up 13.3% quarter-over-quarter...

Tuesday 8 September 2026

Black Sesame, Horizon Robotics unveil China's smart driving chip race

China's intelligent driving market continues to surge, with Black Sesame Technologies and Horizon Robotics both reporting solid top-line...

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Nov 3, 08:00

NVIDIA CEO and Sweden's Technology Leaders Discuss Compute's Next Chapter

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