News tagged growth at DIGITIMES

NEWS TAGGED GROWTH

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...

Thursday 30 April 2026

Amazon posts solid growth as AWS and AI investments drive momentum

ON April 29, Amazon reported first-quarter results that exceeded expectations on key metrics, supported by continued strength in its cloud and advertising businesses. Revenue rose...

Thursday 30 April 2026

Qualcomm flags near-term headwinds as data center push gains traction

Qualcomm reported results broadly in line with its guidance, but noted ongoing headwinds from memory supply constraints and soft smartphone demand. Revenue for the fiscal second quarter...

Thursday 30 April 2026

AI drives power interconnect surge as BizLink and JPC target high-end markets

The AI wave is driving the rapid expansion of data center infrastructure, fundamentally reshaping server rack power transmission designs amid rising power consumption. This shift is...

Thursday 30 April 2026

Nvidia CEO says Google's TPUs pose no threat as AI chip race heats up

Nvidia CEO Jensen Huang recently stated that Google's Tensor Processing Units (TPUs) do not constitute a real threat to Nvidia. He made the comments during an interview on the Dwarkesh...

Thursday 30 April 2026

Amkor advances data center CPU mass production amid manageable supply and cost risks

Amkor, the world's second-largest OSAT provider, recently held its earnings call where CEO Kevin Engel highlighted strong demand for AI and high-performance computing (HPC) chips driving...

Thursday 30 April 2026

Taiwan's UMT reports record profit on satellite demand

Universal Microwave Technology, a Taiwanese maker of satellite and millimeter-wave components, reported record quarterly revenue and profit, driven by surging demand for low-Earth...

Thursday 30 April 2026

Realtek, Airoha target European and US networking infrastructure amid consumer slowdown

Although demand prospects for consumer applications remain relatively weak in 2026, major Taiwanese IC design companies focused on networking infrastructure chips — including...

Wednesday 29 April 2026

Apple supplier Luxshare sees profits rise, but cash flow remains weak

Luxshare Precision Industry reported first-quarter results with strong revenue growth and higher profit, while rising costs and negative...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook