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Tuesday 5 May 2026
Another Qualcomm exec joins Intel to lead PC and physical AI unit
Intel has announced that it has appointed Alex Katouzian as head of its Client Computing and Physical AI Division. With this hire, Intel seeks to align its consumer PC business with...
Tuesday 5 May 2026
Delta Electronics' security tie-up positions it to push into integrated smart buildings
Delta Electronics has moved to consolidate its security brands, aiming to align AI video analytics and cloud services with its building automation strategy. This shift could accelerate...
Tuesday 5 May 2026
Intel PC chip roadmap takes shape as Razor Lake, Titan Lake stay on track
Intel is gaining momentum in both chip design and foundry operations. Its PC platform roadmap for the next two years is coming into sharper focus as process technology and yield improve,...
Tuesday 5 May 2026
MediaTek ASIC surge puts 60% revenue share within reach
MediaTek raised its outlook for its application-specific integrated circuit (ASIC) business during its first-quarter 2026 earnings call, signaling stronger growth prospects and sending...
Tuesday 5 May 2026
Onsemi sees AI data center and Treo driving revenue and margin recovery
During an earnings call on May 4, Onsemi portrayed its artificial intelligence data center business and new Treo platform as central to a recovery that began in the first quarter,...
Tuesday 5 May 2026
Samsung reportedly eyes SiC foundry reboot, targets 2028 mass production
Samsung Electronics is reportedly restarting its silicon carbide (SiC) wafer foundry business, aiming to tap into the fast-growing next-generation power semiconductor market, reinforce...
Monday 4 May 2026
Samsung reshuffles TV leadership amid Chinese rivalry and service pivot
Samsung Electronics has replaced the head of its Visual Display (VD) business in a rare mid-cycle reshuffle, responding to weakening demand and intensifying global competition in the...
Monday 4 May 2026
Samsung foundry rebound gains steam as 4nm yield reportedly tops 80%
Samsung Electronics' foundry business is drawing renewed attention as its 4nm process reportedly reaches higher utilization, supported by HBM4 base-die demand and orders from global...
Monday 4 May 2026
MediaTek targets US$2B ASIC sales as cloud rivals chase custom-chip capacity
MediaTek has doubled its 2026 revenue target for its application-specific integrated circuit (ASIC) business to US$2 billion, up from US$1 billion, as demand for custom chips continues...
Monday 4 May 2026
Croma ATE posts record 1Q26 revenue and profit as AI server demand lifts SLT and photonics orders
Croma ATE reported record first-quarter 2026 revenue and profits after customers booked full-year capacity, driven by soaring demand for AI server power supplies, the company announced...
Monday 4 May 2026
Foxconn says Tucheng probe limited to employees and does not affect operations
Foxconn announced that a recent search at its Tucheng facility was focused on alleged misconduct by certain employees and did not have a material impact on the company's finances,...
Monday 4 May 2026
AI data center demand boosts IDM growth in industrial market
Recovery in the industrial chip market, driven by AI data center demand, is poised to reshape manufacturers and supply chains worldwide, as Texas Instruments and NXP Semiconductors...
Sunday 3 May 2026
Samsung restructures home appliance business after 90% profit erosion
Samsung Electronics is reportedly initiating a large-scale restructuring of its home appliance division aimed at reversing declining profitability by increasing outsourced production...
Saturday 2 May 2026
MediaTek lifts 2026 ASIC target to $2 billion despite smartphone market deterioration
MediaTek held its earnings call on April 30, expressing a cautious outlook for the 2026 smartphone market. Despite this, growth in other applications is expected to effectively offset...
Thursday 30 April 2026
Microsoft's capex plans draw scrutiny as Azure demand outstrips capacity

Microsoft executives defended the company's rising capital spending after reporting stronger-than-expected fiscal third-quarter results,...