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Wednesday 4 November 2026
AMD expects more than 80% revenue growth in 2027, led by data centers
AMD expects company-wide revenue to grow more than 80% in 2027, an expansion increasingly dependent on delivering AI systems and server processors at scale. Data centers already generate...
Wednesday 4 November 2026
AMD plans for a weaker PC market in 2027 as embedded growth gains momentum
AMD is preparing for another difficult year in PCs even as demand for its data center products exceeds available supply. The company's earnings call exposed the widening gap between...
Wednesday 4 November 2026
Winbond profit surges 12-fold in 3Q26 as gross margin tops 70%
Winbond Electronics reported strong results for the third quarter of 2026, with revenue, including subsidiary Nuvoton Technology, reaching NT$82.33 billion (approx. US$2.51 billion),...
Wednesday 4 November 2026
LG Energy Solution's storage battery surge restores core profit as spending falls
LG Energy Solution's third-quarter recovery shows energy storage as a growing earnings driver as the battery maker redirects production toward North American demand. Better factory...
Wednesday 4 November 2026
Palantir nearly doubles 3Q26 revenue, riding wave of commercial demand
Palantir reported third-quarter 2026 revenue results that nearly doubled from the previous year. Its performance comes on the back of higher US commercial revenue, overtaking government-related...
Wednesday 4 November 2026
Samsung Electro-Mechanics' long-term deals top KRW5 trillion
Samsung Electro-Mechanics (Semco) has disclosed more than KRW5 trillion in long-term supply agreements (LTAs) this year after signing another AI server capacitor contract. The company...
Tuesday 3 November 2026
TDK invests JPY100B in physical AI sensors, targets 2029 production
Electronic components maker TDK will invest about JPY100 billion (US$633.5 million) to renovate an existing factory in Ojiya, Niigata Prefecture, Japan, and expand magnetic sensor...
Tuesday 3 November 2026
Car Quality Automotive targets Southeast Asia expansion, 3Q27 TPEx listing
Taiwanese automotive aftermarket retailer Car Quality Automotive is launching a major franchise expansion. Chairman Feng-Min Cho announced that the company began rolling out franchised...
Tuesday 3 November 2026
Samsung reportedly plans Galaxy-style TV lineup for 2027
Samsung Electronics is considering a major overhaul of its TV lineup for 2027, replacing technology-based product names with three tiers modeled on its Galaxy smartphones as it looks...
Tuesday 3 November 2026
Onsemi's AI data center revenue surges 175% as 3Q26 earnings outpace sales growth
Onsemi reported stronger-than-expected third-quarter 2026 results, driven by accelerating demand for power management solutions in AI data centers and industrial applications, as the...
Tuesday 3 November 2026
ESMT sees higher 4Q26 ASP as DDR2, DDR3 supply tightens
Memory IC designer Elite Semiconductor Microelectronics Technology (ESMT) expects shipments and gross margin to remain stable in the fourth quarter of 2026 despite higher memory wafer...
Tuesday 3 November 2026
Oracle to sell US$20 billion in stocks and bonds as concerns grow over debt-fueled expansion
Oracle aims to raise US$20 billion through selling stock and issuing bonds to fund its AI build-out. Its stock value dropped after the company filed the plans, a sign that investors...
Tuesday 3 November 2026
Apple's US$5 trillion dilemma: iPhone Duo and AI raise stakes for next growth chapter

Apple's record fiscal 2026 performance left a central question unresolved: can premium-priced iPhones, AI, and expanding services sustain enough...

Tuesday 3 November 2026
Metaage posts 17% revenue growth through 3Q26, eyes AI expansion
Metaage, a subsidiary of Qisda, posted consolidated revenue of approximately NT$19 billion (US$583 million) for the first three quarters of 2026, up 17% from NT$16.2 billion in the...
Tuesday 3 November 2026
Analysis: Beyond iPhone growth, Apple's spending reveals broader cost challenge
Apple is committing more money to research and securing supplies while reducing cash spending on fixed assets, a combination that shows how its AI ambitions and component shortages...