Intel's growing AI PC sales are coexisting with a shrinking PC market, as memory constraints weaken purchases and computer makers reduce processor inventories. The distinction matters...

The Taiwan Semiconductor Industry Association (TSIA) expects its members' total output to exceed NT$9.1 trillion (US$279.5 billion) in 2026, a 40.9% year-over-year increase driven...

AUO reported a consolidated net loss attributable to its parent-company owners in the third quarter of 2026 as cautious panel purchasing and weaker consumer electronics demand reduced...

Texas Instruments (TI) and NXP Semiconductors both reported 40% to 50% year-over-year growth in their industrial businesses during their latest earnings calls for the third quarter...

Marvell Technology is in advanced talks to acquire data-center optical component maker Lumentum Holdings, people familiar with the matter said, in what could become a major AI hardware...

The US Department of Justice (DOJ) is reviewing how Nvidia's acquisition of Hugging Face could affect competition in the AI industry, while a years-long antitrust investigation continues...

Volkswagen Group and NXP Semiconductors have agreed on a strategic partnership under which NXP's S32K5 microcontrollers (MCUs) are intended to serve as a building block of the carmaker's...

Google is now supplying its tensor processing units (TPUs) to companies it competes with, including Anthropic and Apple. On Alphabet's third-quarter earnings call, management gave...

Taiwan's AI and semiconductor stocks have delivered substantial gains for foreign investors, who have recently taken profits, converted the proceeds into US dollars, and repatriated...

Parade Technologies expects fourth-quarter revenue to fall as notebook inventory digestion continues, underscoring pressure on the chipmaker's near-term results. The company is relying...

The global memory shortage is no longer lifting only the commodity DRAM giants. Ingenic Semiconductor, a Beijing-based fabless chip designer whose memory chips go mainly into cars,...

Samsung Electronics' latest results show AI infrastructure demand increasingly determining the group's earnings, with soaring semiconductor profit offsetting continued losses in its...

Apple's first touchscreen Mac reverses a design stance the company defended for more than a decade and is a premium-priced test of whether touch and tandem OLED can lift Mac demand...

Google's parent, Alphabet, is turning demand for artificial intelligence into a larger cloud business. Still, its latest quarter shows that stronger operating performance does not...

Microsoft's latest results suggest that enterprise demand for cloud computing and artificial intelligence is supporting stronger operating earnings even as some infrastructure capacity...