Taiwanese ODM Wistron is projecting robust growth in 2026, with confidence extending beyond revenue to profitability. Jeff Lin, Wistron's president, said the company anticipates strong performance across the board. In response to concerns that Nvidia's procurement strategies might compress supply chain margins, Lin declined to comment on specific clients but emphasized that Wistron's business remains stable and its profitability intact.
Dr. Patrick Lo, Senior Fellow, Technology Development at GlobalFoundries (former Chief Technology Officer, AMF), outlined how photonic technologies are shaping the next phase of semiconductor innovation during a presentation at the third Asia Photonics Expo (APE 2026). His talk, titled "Integrated Photonics: A New Engine for Singapore's Semiconductor Innovation," focused on the role of optoelectronics in computing and communications.
EMS provider Flex reported fiscal third-quarter 2026 results that exceeded its guidance and raised its full-year forecast, citing continued strength across its diversified businesses.
Alphabet Inc. capped a historic fiscal year with a record-breaking surge in infrastructure spending, signaling an aggressive bid to cement its dominance in the artificial intelligence era.
Advanced Micro Devices (AMD) reported fourth-quarter results and a first-quarter revenue forecast that exceeded analyst estimates, but its stock price fell as management indicated that the most significant revenue contributions from its next-generation AI platforms would not materialize until the second half of the year. Despite the earnings beat, shares declined about 7% to 8% in after-hours trading following the company's February 3 conference call, as investors weighed the timing of AMD's AI ramp against market expectations.
