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Friday 1 May 2026
SanDisk 3Q26: AI demand lifts NAND, long-term deals reshape profit model
SanDisk's fiscal 3Q26 results point to a decisive shift in the NAND industry, with AI-driven data center demand lifting both performance and pricing, while new long-term supply agreements...
Friday 1 May 2026
Apple earnings call signals a supply-constrained handoff to the Ternus era

Apple's fiscal second-quarter earnings call was less about the beat and more about positioning the next phase of leadership. The message...

Friday 1 May 2026
Apple's fiscal 2Q in numbers: iPhone surge, China rebound, margins hold

Apple Inc. beat Wall Street expectations in its fiscal second quarter, with strong iPhone demand, resilient Services growth and a rebound...

Thursday 30 April 2026
Taiwan OSAT Powertech lifts capex to US$1.6bn, targets AI packaging growth
Memory packaging and testing provider Powertech Technology posted net profit of NT$1.84 billion (US$57 million) for the first quarter of 2026, its second-highest for the same period,...
Thursday 30 April 2026
ASE Technology sees seasonality fade as AI demand drives steady 2026 growth
Global outsourced semiconductor assembly and test (OSAT) leader ASE Technology Holding (ASEH) held an earnings call on April 29, reporting a robust first quarter of 2026 that broke...
Thursday 30 April 2026
MetaX GPU revenue jumps 75%, losses narrow on AI demand
China-based GPU developer MetaX reported a solid start to 2026, underscoring how domestic high-performance GPUs are beginning to translate technical progress into tangible commercial...
Thursday 30 April 2026
Meta's 1Q26 earnings redraw the AI hardware map
Meta Platforms' first-quarter 2026 earnings delivered one of the most consequential procurement signals in recent memory for Asia's technology supply chain.
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
Samsung memory buyers lock in longer deals as 2027 demand comes early

Samsung Electronics executives said major memory customers are seeking longer-term supply commitments and pulling forward demand for...

Thursday 30 April 2026
Taiwan wafer maker Episil triples capex to scale silicon photonics for AI
Episil Precision will reallocate production toward larger-diameter silicon epitaxy and silicon photonics to improve profitability and meet AI supply chain demand, the company announced...
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
Quanta eyes strong 2026 server demand as general-purpose orders surge
Quanta Cloud Technology's expected 2026 server momentum could reshape global data center supply chains, as rising demand for both AI and general-purpose servers — highlighted...
Thursday 30 April 2026
Chunghwa Precision Test raises capex as HPC probe card orders hit 30% of sales
Chunghwa Precision Test Tech reported that strong demand from high-performance computing chip customers drove first-quarter 2026 revenue to NT$1.357 billion (US$43 million) and operating...
Thursday 30 April 2026
Unisplendour, H3C gain from AI buildout, monetization in focus

China's AI infrastructure race is entering a phase where scale alone is no longer enough. As large models move from training to real-world...

Thursday 30 April 2026
AU Optronics posts slight first-quarter loss and warns of softer consumer electronics orders
AU Optronics reported first-quarter 2026 consolidated revenue of NT$69.03 billion (US$2.19 billion) and a net loss attributable to parent shareholders of NT$1.14 billion, the firm...