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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,...

Thursday 30 April 2026
Alphabet's AI surge, by the numbers: Cloud, search and subscriptions rewire growth

Alphabet's first-quarter 2026 results point to a company increasingly defined by AI-driven momentum across search, cloud, and subscriptions—with...

Thursday 30 April 2026
Amazon highlights US$50 billion chip potential and advances LEO satellite plans
On April 29, Amazon told investors on its first-quarter 2026 earnings call that AWS continued to accelerate, while the company doubled down on its custom chip business and pushed forward...
Thursday 30 April 2026
Qualcomm to ship custom product with hyperscaler in 4Q26
In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...
Thursday 30 April 2026
Samsung SDI narrows loss as General Motors joint venture delay spurs LFP review

Samsung SDI reported a sharply reduced operating loss for the first quarter of 2026 as its US joint venture with General Motors (GM) is...

Wednesday 29 April 2026
Seagate leans on long-term contracts as storage demand stabilizes
Seagate Technology is moving deeper into a contract-driven business model as cloud and hyperscale customers increasingly prioritize supply predictability over short-term procurement...
Wednesday 29 April 2026
OpenAI's growth slowdown raises questions over AI expenditure
OpenAI is confronting a growing tension between its aggressive infrastructure spending and signs of softer-than-expected business momentum, as internal targets for both user growth...
Wednesday 29 April 2026
NXP signals structural growth as automotive and industrial drive momentum
NXP Semiconductors outlined a strengthening business outlook, with management pointing to clearer demand visibility and improving operational indicators across its end markets. CEO...
Wednesday 29 April 2026
Samsung exits China's TV and appliance market to double down on US growth
Samsung Electronics is reportedly preparing a significant strategic pivot: a withdrawal from China's home appliance and television sales market by the end of 2026. According to Nikkei...
Wednesday 29 April 2026
Coretronic posts first quarterly loss since 2008, plans holding company overhaul

Coretronic has reported its first quarterly loss since the 2008 global financial crisis, even as revenue reached a multi-year high, underscoring...

Tuesday 28 April 2026
Radiant Opto-Electronics delays optical communications push by 2–3 years
Radiant Opto-Electronics will wait two to three years before accelerating investment in optical communications and co-packaged optics (CPO), as uncertainties around industry structure...
Tuesday 28 April 2026
Taiwan's Tmytek targets profitability with push into satellite communications

TMY Technology, a maker of millimeter-wave (mmWave) phased-array solutions, is reshaping its business as it pushes beyond its traditional...

Tuesday 28 April 2026
GrandTech drives growth with AI cloud and 3D printing for drone market
GrandTech Chairman Frankie Hsu highlighted the company's successful transformation from a software agency to a dual-engine growth model, powered by its investment in GrandTech Cloud...
Monday 27 April 2026
Nio pushes into chipmaking to cut reliance on Nvidia

Nio's founder, chairman, and chief executive, William Li, said on April 24 that the company is accelerating efforts to develop its own automotive...

Monday 27 April 2026
MediaTek ASIC revenue may overtake smartphone chips amid Google's TPU ramps
MediaTek's application-specific integrated circuit (ASIC) business is drawing market attention as volume production of Google's tensor processing units (TPUs) is expected to ramp from...