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Thursday 14 May 2026
Pegatron 1Q26 earnings fall more than 60% amid off-season, eyes stronger 2Q26 on AI PC demand
Pegatron announced its first-quarter 2026 financial results on May 13, with profit down more than 60% compared with the same period a year earlier, while earnings per share (EPS) hit...
Thursday 14 May 2026
Analysis: Android AI upgrade underscores China's self-contained smartphone AI ecosystem and limited spillover impact
Google announced Gemini Intelligence in the US on May 13, further integrating Gemini's AI capabilities into Android. The move pushes Android from a traditional operating system toward...
Thursday 14 May 2026
Appier posts record 1Q26 revenue and profit, lifts 2Q26 outlook
Appier, an AI-native Agentic AI-as-a-Service company, reported on May 13 that first-quarter 2026 revenue and profit reached record highs and that it expects second-quarter 2026 results...
Thursday 14 May 2026
Google pivots to Gemini Intelligence, linking AI with premium hardware
Google's The Android Show 2026 reframed its Android and AI strategy around Gemini Intelligence, signaling a shift toward premium hardware as the primary battleground for AI. The move...
Thursday 14 May 2026
Analysis: Samsung labor standoff underscores diverging Taiwan-Korea semiconductor workforce models
The ongoing Samsung Electronics labor dispute highlights sharply different labor models in South Korea and Taiwan, where firms such as TSMC operate with minimal union presence and...
Thursday 14 May 2026
ASMedia reports record profit as it expands beyond PC chips into AI and automotive
Despite weakness in the personal computer market, surging DDR5 memory prices, and tight CPU supply, ASMedia Technology posted record results in the first quarter of 2026, underscoring...
Thursday 14 May 2026
Khgears deepens robot supply chain role as smart transmission tops 10% of revenue
Khgears International said it has expanded its robot-related supply chain presence, with smart transmission products accounting for more than 10% of revenue in the first quarter of...
Thursday 14 May 2026
Samsung and SK Hynix rush to expand capacity as AI memory demand soars
The artificial intelligence(AI) boom is triggering an unprecedented expansion race among the world's largest memory chipmakers.
Thursday 14 May 2026
Cisco accelerates AI push with Silicon One gains and major restructuring plan
Cisco Systems reported record fiscal third-quarter results for fiscal 2026, surpassing its own financial guidance, driven by triple-digit order growth from hyperscale cloud providers...
Thursday 14 May 2026
Alibaba faces mounting margin pressure as AI investments accelerate
Analysts gave Alibaba Group Holding's latest results a cautious reception, warning that surging artificial intelligence (AI) investments are pressuring profitability even as cloud...
Thursday 14 May 2026
Tencent eyes Chinese ASIC ramp in 2H26
Tencent Holdings Limited reported a 9% year-over-year increase in total revenue to CNY196 billion (approx. US$28.86 billion) for the first quarter of 2026, driven by a strategic pivot...
Thursday 14 May 2026
Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain
OpenAI's deep partnership with chipmaker Cerebras has taken a public turn as Cerebras prepares to list in the US, a development that underscores OpenAI's effort to restructure its...
Thursday 14 May 2026
Tesla ramps up AI, Robotaxi, and chip investments in new growth phase

Tesla has entered what analysts describe as a "high-investment cycle" in 2026, marking a pivotal shift in the company's strategic priorities...

Thursday 14 May 2026
Microloops posts record first-quarter profit as AI server cooling drives growth
Microloops reported record revenue and profit for the first quarter of 2026, driven by sustained demand for AI server cooling products that accounted for 60% of sales, the company...
Wednesday 13 May 2026
Inventec sees strong AI, general-purpose server demand through 2028
Inventec expects both artificial intelligence (AI) servers and general-purpose servers to see growth in 2026, with company president Jack Tsai noting that orders for the latter are...