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Thursday 23 April 2026
Parade offsets weak PC demand with TTED, high-speed, and automotive growth
Parade Technologies' first-quarter 2026 results and revised outlook carry broader supply-chain and demand implications for global PC and electronics markets. Memory shortages and price...
Thursday 23 April 2026
LandMark sees profit soar 650% in 1Q26, secures deal for 5-year InP substrate supply
Driven by strong artificial intelligence (AI) and silicon photonics (SiPh) demand, optical communications epitaxy manufacturer LandMark Optoelectronics reported a more than sixfold...
Thursday 23 April 2026
IBM's watsonx, mainframe surge, and sovereign AI push power a landmark 1Q26
IBM opened fiscal year 2026 on a high note. The company reported strong first-quarter results, driven by software momentum, a record mainframe surge, and its best first-quarter free...
Thursday 23 April 2026
IBM reports steady AI-driven growth despite facing software momentum questions
Analysts said IBM continues to show stable underlying revenue growth supported by artificial intelligence adoption and hybrid cloud demand. Its unchanged full-year outlook and softer...
Thursday 23 April 2026
Lam Research signals sustained AI-driven momentum as WFE outlook improves
Lam Research delivered a strong start to 2026, with first-quarter 2026 results exceeding expectations and reinforcing confidence in a semiconductor upcycle increasingly shaped by artificial...
Thursday 23 April 2026
Texas Instruments signals a stronger recovery on industrial and AI demand
Texas Instruments (TI) reported first-quarter 2026 revenue of US$4.83 billion, up 19% year on year, with net income rising 31% to US$1.55 billion and earnings per share of US$1.68...
Thursday 23 April 2026
DRAM and NAND recovery drive Lam Research outlook, AI demand strengthens equipment cycle
Analysts say Lam Research is entering a stronger-than-expected growth phase, with rising demand from DRAM and NAND customers emerging as key drivers of revenue expansion alongside...
Thursday 23 April 2026
Apollo Power secures backing from SEEC, Phison, and Gigabyte for AI data center power solutions
Apollo Power is targeting the behind-the-meter energy storage market in Taiwan through a partnership with Tesla to deploy the latter's Megapack enterprise-level energy storage systems...
Thursday 23 April 2026
Innos lists on OTC market, leveraging probe card demand wave with three major growth engines
Probe card full-line automation equipment supplier Innostar Service (Innos) has been listed on the over-the-counter (OTC) market on April 22. Looking ahead, Innos stated that AI applications...
Thursday 23 April 2026
Asia Vital Components eyes liquid cooling growth while testing space-ready thermal plates
Asia Vital Components' push into liquid cooling and space-ready thermal solutions signals a broader shift in data center design and supply chains, with implications for hyperscalers...
Thursday 23 April 2026
Zhen Ding will build 10 new factories for global expansion
Taiwan-based PCB maker Zhen Ding Tech has stated that as customers' next-generation product platforms gradually enter mass production starting from the second quarter of 2026, its...
Thursday 23 April 2026
Taiwan's three major polarizer makers undergo transformation in medical, semiconductor, and automotive businesses
Growing pressure from capacity expansion in China, price competition, and compressed profit margins for traditional display applications has prompted Taiwan-based polarizer manufacturers...
Thursday 23 April 2026
SK Hynix hits 72% operating margin in Q1, doubling profit quarter-on-quarter
SK Hynix reported its strongest quarterly results on record in the first quarter of 2026, with revenue of 52.58 trillion won (approximately US$37.9 billion), operating profit of 37.61...
Wednesday 22 April 2026
Brightek posts March loss as Nantong plant ramps up in 2H26
LED packaging maker Brightek reported consolidated revenue of NT$161 million (US$5.1 million) in the first quarter of 2026, down 9.7% year on year, impacted by the transition period...
Wednesday 22 April 2026
Powerchip DRAM foundry price hike to boost June revenue; IPD to drive Intel demand in 2H27
Powerchip Semiconductor Manufacturing (PSMC) held an earnings call on April 21 to address developments in memory and logic foundry services, as well as its future business outlook...