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NEWS TAGGED RECOVERY
Friday 30 October 2026
STMicroelectronics' recovery gains momentum, but power chips lag
STMicroelectronics is turning a demand recovery into stronger factory economics, with communications and embedded-processing products driving the improvement. Yet the widening loss...
Friday 30 October 2026
Texas Instruments, NXP point to data centers and robots as industrial chips rebound
Texas Instruments (TI) and NXP Semiconductors both reported 40% to 50% year-over-year growth in their industrial businesses during their latest earnings calls for the third quarter...
Thursday 29 October 2026
Commentary: fire at Episil threatens tight epitaxial wafer supply
A fire broke out at the Innovation Plant of semiconductor epitaxial wafer maker Episil on October 28. The extent of equipment damage, the scope of production stoppages, and the recovery...
Tuesday 27 October 2026
China supply-chain price hikes strain domestic demand
China’s semiconductor and electronics supply chains are reporting a wave of price increases, from Goke Microelectronics raising quotes for hybrid-packaged memory products to...
Tuesday 27 October 2026
Amkor gross margin climbs to 18.3% as computing mix offsets consumer weakness
Amkor Technology's latest quarter shows how a shift toward advanced packaging can strengthen profitability even when overall sales barely grow. Computing and automotive demand lifted...
Thursday 22 October 2026
Texas Instruments' analog recovery broadens as 12-inch investment turns into margin
Texas Instruments' third quarter suggested the analog chip upturn has moved beyond restocking into a broad-based recovery, and that the company's multi-year build-out of 12-inch wafer...
Thursday 22 October 2026
IBM's growth rebounds after a summer stumble, led by software and servers
IBM's third quarter went some way towards answering whether the deal slippage that hit its second quarter reflected weaker demand or delayed timing. Revenue rose 5% year on year, or...
Thursday 22 October 2026
Analysis: Tesla's flying Roadster promises thrills, but can technology outrun the law?
Technology appears capable of almost anything. Tesla's next-generation Roadster electric sports car has brought capabilities once confined to science fiction films into the realm of...
Tuesday 20 October 2026
FIC Global targets doubling business in 2027 on optical module orders from eight of world's top 10 makers
FIC Global chairman Leo Chien said the PC market continues to suffer from memory shortages, with a meaningful recovery unlikely in the second half of 2026. However, some industrial...
Tuesday 20 October 2026
IT panel market struggles to pass on costs: monitors hold flat, notebooks slide
Sluggish end-market recovery, cautious procurement by brand customers, and persistently high upstream material costs are frustrating panel makers' efforts to implement price hikes...
Monday 19 October 2026
Action cameras gain momentum as camera demand fragments
After two years of recovery, the digital camera market is slowing in 2026, with action cameras and handheld smart cameras taking over as the next growth engines. Optical industry observers...
Thursday 8 October 2026
AI demand drives Episil SiC V-shaped recovery as GaN and TVS capacity reaches full utilization
Episil Technologies Chairman Rex Hsu said overall demand has gradually recovered following an industry downturn, with silicon carbide (SiC) capacity utilization rebounding sharply...
Thursday 8 October 2026
GlobalWafers September revenue rises 7.65% on stronger demand
GlobalWafers' September and third-quarter sales showed a mixed picture for the semiconductor materials supplier, with artificial intelligence (AI)-related demand helping offset a lingering...
Wednesday 7 October 2026
Starship reaches orbit on 14th test as Chinese rocket makers race toward low-cost reusability
SpaceX's Starship reached Earth orbit for the first time on its 14th test flight and deployed 26 next-generation Starlink V3 satellites. Whereas the previous 13 flights primarily focused...
Wednesday 7 October 2026
Transcend September revenue rebounds on IPC, networking project shipments
Transcend reported a sharp recovery in September 2026 revenue as shipments for industrial PC and networking customer projects picked up. The memory module maker said monthly consolidated...