Anthropic is demonstrating extraordinary demand for frontier AI, with third-quarter revenue reaching about US$17 billion, nearly twelve times the US$1.4 billion recorded a year earlier...
Apple reported record revenue for its latest fiscal quarter and forecast another record for the current quarter, attributing nearly all hardware-related pressure to supply constraints...
Onsemi is pitching its AI data center business as a play on the entire power path inside an AI rack, and for now it is prioritizing that business and industrial customers over automotive...
AMD is pursuing a larger role in AI infrastructure by combining its growing server CPU franchise with rack-scale systems, broadening its offering beyond individual processors. The...
AMD expects company-wide revenue to grow more than 80% in 2027, an expansion increasingly dependent on delivering AI systems and server processors at scale. Data centers already generate...
AMD is preparing for another difficult year in PCs even as demand for its data center products exceeds available supply. The company's earnings call exposed the widening gap between...
Winbond Electronics reported strong results for the third quarter of 2026, with revenue, including subsidiary Nuvoton Technology, reaching NT$82.33 billion (approx. US$2.51 billion),...
LG Energy Solution's third-quarter recovery shows energy storage as a growing earnings driver as the battery maker redirects production toward North American demand. Better factory...
Palantir reported third-quarter 2026 revenue results that nearly doubled from the previous year. Its performance comes on the back of higher US commercial revenue, overtaking government-related...
Samsung Electro-Mechanics (Semco) has disclosed more than KRW5 trillion in long-term supply agreements (LTAs) this year after signing another AI server capacitor contract. The company...
Electronic components maker TDK will invest about JPY100 billion (US$633.5 million) to renovate an existing factory in Ojiya, Niigata Prefecture, Japan, and expand magnetic sensor...
Taiwanese automotive aftermarket retailer Car Quality Automotive is launching a major franchise expansion. Chairman Feng-Min Cho announced that the company began rolling out franchised...
Samsung Electronics is considering a major overhaul of its TV lineup for 2027, replacing technology-based product names with three tiers modeled on its Galaxy smartphones as it looks...
Onsemi reported stronger-than-expected third-quarter 2026 results, driven by accelerating demand for power management solutions in AI data centers and industrial applications, as the...
Memory IC designer Elite Semiconductor Microelectronics Technology (ESMT) expects shipments and gross margin to remain stable in the fourth quarter of 2026 despite higher memory wafer...
