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NEWS TAGGED PERFORMANCE
Thursday 16 April 2026
TSMC enters 2nm mass production, scales 3nm capacity
TSMC laid out its capacity expansion plans and advanced node progress at its first quarter 2026 earnings call. Chairman C.C. Wei reaffirmed Taiwan as the primary base for leading-edge...
Thursday 16 April 2026
China smartphone market shifts to premium, Huawei and Apple lead in 1Q26
China's smartphone market contracted in the first quarter of 2026, but stronger-than-expected demand for premium devices from Huawei and Apple helped cushion the decline and reshape...
Thursday 16 April 2026
TSMC guides over 15% 2Q26 revenue growth, N3 margins set to top average
TSMC posted a record profit of NT$572.48 billion (US$18.06 billion) in the first quarter of 2026, marking another high in overall performance. For the second quarter of 2026, TSMC...
Thursday 16 April 2026
Tesla AI5 tape-out signals dual sourcing with Samsung, TSMC

Tesla has finalized the design of its next-generation AI5 chip, marking a milestone in its in-house semiconductor development. CEO Elon...

Thursday 16 April 2026
Memory suppliers post record 1Q26 revenue as AI demand defies seasonal slowdown
The global memory industry delivered its strongest first-quarter performance on record in 2026, defying the traditional seasonal slowdown as strong AI demand drove supply shortages...
Thursday 16 April 2026
Samsung targets May HBM4E samples for Nvidia after validation

Samsung Electronics is aiming to produce its first samples of next-generation high-bandwidth memory (HBM4E) as early as May, with plans...

Thursday 16 April 2026
Taiwan lens makers pivot to CPO, silicon photonics beyond smartphones

Taiwan's optical lens makers opened 2026 with a sharp rebound, driven by a recovery in the global smartphone market and rising demand for...

Thursday 16 April 2026
Humanoid robot half-marathon draws Alibaba, Honor in embodied AI test
Embodied AI is moving into real-world testing, and China's tech giants are stepping in. The Beijing Yizhuang humanoid robot half-marathon on April 19 is set to serve as a high-profile...
Wednesday 15 April 2026
Samsung's record quarter sparks union standoff, putting global chip market and South Korean economy at stake
Samsung Electronics' union has sharply raised bonus demands after the company reported its best-ever performance in the first quarter of 2026, raising the prospect of strikes that...
Wednesday 15 April 2026
Stanford AI report: US-China AI gap narrows as China accelerates industrialization
The Stanford University Human-Centered Artificial Intelligence Institute (HAI) released its 2026 AI Index Annual Report, highlighting a pivotal shift in the global AI race. The report...
Wednesday 15 April 2026
RISC-V gains ground in AI data centers with Nvidia backing SiFive

AI workloads are scaling faster than traditional CPU architectures were ever designed to handle, exposing clear limits in performance...

Wednesday 15 April 2026
SK Hynix may cut Nvidia HBM4 shipments as Rubin ramp reportedly faces delays

SK Hynix is reportedly considering reducing its planned 2026 shipments of high-bandwidth memory (HBM4) to Nvidia by about 20-30%, amid...

Wednesday 15 April 2026
Samsung QD-OLED tops 5 million units; LG turns to rival supply
Samsung Display has crossed a key inflection point in the premium monitor market, with cumulative QD-OLED panel shipments exceeding 5 million units by March 2026.
Wednesday 15 April 2026
Samsung tipped to lead global chip profits as AI elevates memory, veteran exec predicts
Yoon-woo Lee, a semiconductor expert and former vice chairman of Samsung Electronics, believes Samsung may become the world's most profitable company by 2027–2028, driven by...
Tuesday 14 April 2026
China's 2nm AI GPU hits prototype, production unclear
Shanghai Dishan Technology has advanced its 2nm-class AI GPU into the prototyping stage, marking a rare push by a China-based designer into cutting-edge AI silicon — though manufacturing...