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NEWS TAGGED GROWTH
Wednesday 28 October 2026
Seagate sees a multi-year storage upcycle as long-term deals lock up supply through 2028
Seagate Technology told investors it is "still in the early days of a multi-year growth phase" for mass-capacity storage, with demand visibility "extending beyond 2030" and most of...
Wednesday 28 October 2026
NXP's automotive content gains, industrial demand strengthen its growth outlook
NXP Semiconductors' latest results point to a business gaining from more complex vehicle electronics and industrial computing, while its emerging data center operation offers another...
Wednesday 28 October 2026
Corning's AI fiber growth puts capacity delivery, customer funding in focus
Corning's third-quarter results show optical networking becoming a larger driver of the materials maker's business as AI infrastructure expands. Stronger sales and profitability support...
Wednesday 28 October 2026
NXP lines up software-defined vehicles, industrial AI and data centers for double-digit growth in 2027
NXP Semiconductors is heading into 2027 with management arguing that its growth now rests on several structural drivers rather than a cyclical rebound. On the company's October 27...
Wednesday 28 October 2026
Semiconductor equipment is not AI chip growth's biggest bottleneck
AI is driving a steady upward revision in chip demand, but semiconductor equipment shortages are not the biggest obstacle to expanding AI chip production, according to industry sources...
Wednesday 28 October 2026
SK hynix Announces 3Q26 Financial Results

SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has recorded 104.6155 trillion won in revenues, 83.3338 trillion won in operating profit (with...

Tuesday 27 October 2026
Tesla sees Cybercab becoming a new growth bet amid declining auto revenue
Tesla's automotive business weakened in the third quarter of 2026 as lower average vehicle prices and battery shortages pressured revenue and profit, while the company accelerated...
Tuesday 27 October 2026
PSMC capacity crunch holds back Jeju Semiconductor's growth
South Korean memory chip designer Jeju Semiconductor is struggling to secure enough wafer capacity from Taiwan's Powerchip Semiconductor Manufacturing (PSMC), limiting its sales growth...
Tuesday 27 October 2026
The Anthropic IPO filing: 14-fold 1H26 revenue growth behind a US$80.75 billion paper loss
Anthropic's first public filing for its IPO has opened the books on one of the world's fastest-growing AI companies, revealing extraordinary revenue growth alongside a headline net...
Tuesday 27 October 2026
Ennostar's optical push could add new growth engine for 2027 and onward
Ennostar Holdings is expanding into optical communications as Micro LED and Micro VCSEL products move into customer sample-validation stages. The company expects the business to enter...
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
Fine M-Tec rejects component blame as foldable market outlook remains positive
Fine M-Tec has rejected claims that components it supplied contributed to reported display damage in Apple's first foldable iPhone, saying the issue involves multiple components and...
Tuesday 27 October 2026
DRAM price gains fall short as supply shrinks up to 50%
DRAM price growth has slowed sharply in the fourth quarter of 2026, but severe supply shortages are intensifying as manufacturers continue to restrict shipments. Industry sources expect...
Tuesday 27 October 2026
India's smartphone shipments hit a decade low in 3Q26 amid rising prices
India's smartphone shipments fell 20% year over year in the third quarter of 2026, reaching a decade low as higher memory costs pushed device prices up. The downturn highlights affordability...