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Thursday 30 April 2026
Quanta eyes strong 2026 server demand as general-purpose orders surge
Quanta Cloud Technology's expected 2026 server momentum could reshape global data center supply chains, as rising demand for both AI and general-purpose servers — highlighted...
Thursday 30 April 2026
Automotive architecture innovation raises chip barriers, boosting semiconductor content amid vehicle sales slump
Recent financial reports from leading European and American IDM companies, Texas Instruments (TI) and NXP Semiconductors, reveal that although growth in automotive chips remains modest,...
Thursday 30 April 2026
Unisplendour, H3C gain from AI buildout, monetization in focus

China's AI infrastructure race is entering a phase where scale alone is no longer enough. As large models move from training to real-world...

Thursday 30 April 2026
Delta Electronics posts 34% revenue growth in 1Q26, invests NT$12.1B to expand Taoyuan plants
Delta Electronics reported strong first-quarter results and approved NT$12.1 billion (US$380 million) in plant investments, moves that signal expanded production capacity for AI servers...
Thursday 30 April 2026
South Korea's OLED share rebounds to 68.7% in 2025
South Korea's global OLED market share increased by 1.5pp to 68.7% in 2025, marking its first rise in a decade and drawing widespread attention. According to Chosun Biz, the...
Thursday 30 April 2026
NB plans plan to cut NRE and tooling fees, Chinese ODMs expand manufacturing footprint
Sources from the notebook (NB) supply chain stated that Taiwanese ODM manufacturers that once stood at the forefront of the market are gradually stepping back, with Chinese ODM manufacturers...
Thursday 30 April 2026
China Electric manufacturing bets on AI to revive growth
More than 70 years after its founding, China Electric Manufacturing Corporation has built a steady market position under its "TOA" lighting brand. Now, the company is turning to artificial...
Thursday 30 April 2026
Corning reports first-quarter 2026 growth and advances portfolio restructuring under Springboard plan
Corning Incorporated reported higher first-quarter 2026 core sales and earnings while outlining continued restructuring efforts across its operating model, including expanded platform-based...
Thursday 30 April 2026
Microsoft sales beat estimates as Azure growth eases spending concerns

Microsoft reported stronger-than-expected fiscal third-quarter results, as Azure growth, Microsoft Cloud demand, and rising Copilot adoption...

Thursday 30 April 2026
Cambricon earnings surge on AI compute demand
China's Cambricon Technologies reported a sharp rise in first-quarter 2026 earnings, driven by surging AI compute demand, while intensifying competition and shifting investor positioning...
Thursday 30 April 2026
Chang Wah Technology forecasts double-digit growth in the second quarter on EMC LED strength
Packaging leadframe maker Chang Wah Technology Co., Ltd. reported that it achieved NT$3.672 billion (US$116 million) in revenue in the first quarter of 2026, its fourth-highest quarterly...
Thursday 30 April 2026
Lenovo sets US$100 billion revenue target as AI PCs and GPU servers drive growth
Lenovo Group told suppliers at its 2026 Global Supplier Conference on April 29 in Hefei that it expected surging demand for AI PCs and GPU servers to lift revenues and that the company...
Thursday 30 April 2026
CyberLink warns AI search and memory costs may dent growth in 2Q26
Multimedia software developer CyberLink reported steady first-quarter 2026 results but warned that growth will face headwinds in the second quarter 2026 from generative AI search and...
Thursday 30 April 2026
Amazon highlights US$50 billion chip potential and advances LEO satellite plans
On April 29, Amazon told investors on its first-quarter 2026 earnings call that AWS continued to accelerate, while the company doubled down on its custom chip business and pushed forward...
Thursday 30 April 2026
Alphabet's 1Q26 earnings call: AI boom hits capacity ceiling
Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and...