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Thursday 30 July 2026
Samsung foundry to double 2nm design wins in 2026 on Broadcom talks; claims profit turnaround 'possible in near term'

Samsung Electronics' foundry business expects its 2nm project wins to more than double year-on-year in 2026, and the company is in...

Thursday 30 July 2026
Ennoconn deepens Singapore push with SMF pact and AI forum

Ennoconn Technologies held its 2026 Semiconductor x AI Applications Forum at Google's Asia-Pacific headquarters in Singapore on July...

Thursday 30 July 2026
Samsung: memory shortage to worsen in 2027, persist through 2028; locks top customers into multi-year deals

Samsung Electronics expects the global memory shortage to become more severe in 2027 than in 2026 and to persist through 2028, memory...

Thursday 30 July 2026
Meta earnings series 2/2: Zuckerberg defends higher AI expenditure, outlines the path to returns

Meta Platforms' second-quarter results showed a widening gap between its fast-growing advertising business and the cost of building...

Thursday 30 July 2026
Microsoft raises AI infrastructure spending outlook as Azure growth tops expectations

Microsoft reported stronger-than-expected fiscal fourth-quarter results, driven by accelerating Azure cloud growth and rising adoption...

Thursday 30 July 2026
Samsung device business swings to loss in 2Q26 as memory boom drives up component costs

While record memory earnings powered Samsung Electronics to an all-time-high quarter — consolidated revenue of KRW171.5 trillion...

Thursday 30 July 2026
Meta earnings series 1/2: Revenue beats expectations, but AI spending crushes cash flow
Meta Platforms delivered stronger-than-expected second-quarter revenue, but weaker earnings, shrinking free cash flow and a cautious third-quarter outlook intensified investor scrutiny...
Thursday 30 July 2026
Qualcomm's push into data centers and cars signals a broader shift in chip strategy

Qualcomm is moving more aggressively into data centers and automotive technology, aiming to reduce its dependence on smartphones and...

Thursday 30 July 2026
Arm's AI-driven data center growth offsets smartphone weakness, but softer handset outlook weighs on shares
Arm Holdings reported stronger-than-expected first-quarter results as demand for AI and data center chips lifted licensing and royalty revenue. However, the company's warning of slower...
Thursday 30 July 2026
Meta forecasts higher AI spending as legal costs weigh on profit despite strong revenue growth
Meta Platforms reported strong second-quarter revenue growth driven by its Family of Apps business, but lower profit and a higher spending outlook highlighted the mounting costs of...
Thursday 30 July 2026
Qualcomm bets on AI and automotive growth to offset Apple decline as weak outlook pressures shares
Qualcomm forecast weaker fourth-quarter earnings and warned that revenue from Apple products will decline faster than previously expected, underscoring near-term pressure on its smartphone...
Thursday 30 July 2026
AI demand squeezes memory supply, pressuring PC and TV markets
At an earnings call on July 28, 2026, Coretronics president Sarah Lin said strong demand from the AI industry is creating a clear crowding-out effect on the projector supply chain,...
Wednesday 29 July 2026
Inventec plans NT$18.128 billion capacity expansion in Taiwan, Thailand, Texas
Inventec said it would expand manufacturing capacity in Taiwan, Thailand, and the US with total spending of NT$18.128 billion. The ODM maker outlined new plants, facility upgrades,...
Wednesday 29 July 2026
SK Hynix keeps US and Japan expansion options open despite KRW40T capex plan
SK Hynix is advancing a high-KRW40s trillion capital expenditure plan for 2026 to expand AI memory capacity, but has stopped short of committing to new production investments in the...
Wednesday 29 July 2026
Seagate forecasts strong 1Q growth on sustained AI-driven cloud demand

On July 28, Seagate Technology reported sharply higher revenue and profit for its fiscal fourth quarter, driven by continued demand...