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Friday 30 October 2026
BYD sees 28% profit growth for 3Q26, but still falls short of forecasts
BYD reported rising profits for the third quarter of 2026, but its performance fell short of analysts' forecasts. The result stems from the challenges China's automakers face, navigating...
Friday 30 October 2026
Sandisk sees 60–90GB of NAND per CPU in AI agent workloads
Sandisk sees demand for roughly 60 to 90 gigabytes of NAND flash per CPU in certain AI inference and agent-orchestration applications, as customers rethink how they use different memory...
Friday 30 October 2026
HBM4 cycle faces squeeze as capacity, specs become critical
AI chipmakers' rising memory performance requirements are accelerating the shift from sixth-generation high-bandwidth memory (HBM4) to HBM4E, according to analysis of the South Korean...
Friday 30 October 2026
Eternal Materials posts record revenue in advanced packaging, precision equipment
Eternal Materials posted earnings before taxes (EBT) of NT$388 million (approx. US$11.92 million) in September 2026, surging 158.28% year-over-year and up 44.47% from August, as revenue...
Thursday 29 October 2026
Commentary: China's luxury cars reshapes market, causing global brands to lose ground
China's luxury car market is undergoing a major brand reshuffle. BMW, Mercedes-Benz, Audi, and Porsche all recorded significant sales or delivery declines in China in the third quarter...
Thursday 29 October 2026
Nvidia trims HBM4 bandwidth for Rubin platform, sources say
Nvidia is reportedly adjusting the fourth-generation high-bandwidth memory (HBM4) specification for its Vera Rubin NVL72 platform, cutting bandwidth per GPU from the previously announced...
Thursday 29 October 2026
Nvidia's Rubin Ultra cooling: 0.1mm microchannels vs vapor chambers
As Nvidia introduces a new generation of AI chips each year, gains in computing performance are driving increasingly demanding thermal management requirements.
Thursday 29 October 2026
Microsoft cloud and AI revenue in 1QFY27 surge past expectations, driven by robust Copilot and Azure growth
Microsoft kicked off its fiscal year 2027 with an impressive financial performance, reporting total revenue of US$92.3 billion, a 19% year-over-year increase. This financial momentum...
Thursday 29 October 2026
Intel CTO: process gap with TSMC down to a few points, but scale still lags
Technology podcast host Dwarkesh Patel recently released a special episode after spending two days touring Intel's fabs and research laboratories and speaking with several technology...
Thursday 29 October 2026
Phison wins Micron supplier awards for third straight year
Taiwan-based Phison Electronics received two awards at Micron Supplier Day 2026, marking the third consecutive year the company has earned recognition from the US memory chipmaker.
Thursday 29 October 2026
KLA's stronger outlook puts process control capacity in focus
KLA's latest results suggest that the expansion of AI chip manufacturing is increasing demand for inspection and measurement equipment, with its ability to deliver complex systems...
Thursday 29 October 2026
Microsoft's cloud growth outpaces infrastructure spending delays
Microsoft's latest results suggest that enterprise demand for cloud computing and artificial intelligence is supporting stronger operating earnings even as some infrastructure capacity...
Thursday 29 October 2026
Onsemi reportedly in talks to buy AI power-chip startup Ferric for close to US$1 billion
Onsemi has been discussing an acquisition of Ferric, a New York-based maker of integrated voltage regulators for AI chips, for close to US$1 billion, The Information reported...
Thursday 29 October 2026
DIGITIMES Insight: Kinsus Tech identifies three challenges for larger AI chip packages
Surging demand for AI computing is driving advanced packaging toward larger form factors, according to Ting-Hao Lin, R&D vice president at Kinsus Interconnect Technology, speaking...
Wednesday 28 October 2026
CHPT posts record 3Q26 results as nine-month profit jumps over 90%
Chunghwa Precision Test Tech (CHPT), a major semiconductor test interface supplier, posted record revenue and profit in the third quarter of 2026 as consolidated net profit reached...