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Friday 30 October 2026
Intel's server surge faces a supply setback as PC weakness persists
Intel's growing server business is strengthening its operating recovery, but a factory disruption and a prolonged PC downturn threaten its ability to convert demand into near-term...
Friday 30 October 2026
Amazon 3Q26 earnings call: TSMC capacity behind AWS's choice to start selling its own AI chips
Amazon Web Services (AWS) saw its revenue grow 39.3% year-over-year in the third quarter of 2026. That was the cloud unit's fastest pace in nearly five years and its sixth straight...
Friday 30 October 2026
Sandisk's data center expansion widens the gap with consumer storage
Sandisk's latest quarter showed enterprise storage as a stronger growth engine while its consumer business contracted. This divergence is central to interpreting the company's expansion:...
Friday 30 October 2026
STMicroelectronics' recovery gains momentum, but power chips lag
STMicroelectronics is turning a demand recovery into stronger factory economics, with communications and embedded-processing products driving the improvement. Yet the widening loss...
Friday 30 October 2026
Intel's AI PCs are selling, but the wider PC recovery is still missing
Intel's growing AI PC sales are coexisting with a shrinking PC market, as memory constraints weaken purchases and computer makers reduce processor inventories. The distinction matters...
Friday 30 October 2026
Memory price surge clouds peak season; Chinese brands' 4Q26 smartphone shipments to drop over 35%
Despite new smartphone launches from Apple, Huawei, Oppo, Vivo, and Xiaomi, rising memory prices are weakening sales momentum and prompting Chinese smartphone brands to adjust their...
Friday 30 October 2026
BYD eyes ultra-luxury sedan priced above CNY2 million
BYD's premium Yangwang brand has named its ultra-luxury flagship sedan "Altior," with the model expected to sell for more than CNY2 million (US$300,027.8). Developed over approximately...
Thursday 29 October 2026
Commentary: China's luxury cars reshapes market, causing global brands to lose ground
China's luxury car market is undergoing a major brand reshuffle. BMW, Mercedes-Benz, Audi, and Porsche all recorded significant sales or delivery declines in China in the third quarter...
Thursday 29 October 2026
AI, semiconductors drive foreign investor gains, weakening Taiwan dollar
Taiwan's AI and semiconductor stocks have delivered substantial gains for foreign investors, who have recently taken profits, converted the proceeds into US dollars, and repatriated...
Thursday 29 October 2026
Samsung's AI memory boom drives record profit as device division stays in loss
Samsung Electronics' latest results show AI infrastructure demand increasingly determining the group's earnings, with soaring semiconductor profit offsetting continued losses in its...
Thursday 29 October 2026
Apple ends its touchscreen holdout with OLED MacBook Pro, with Samsung Display reported as sole panel supplier
Apple's first touchscreen Mac reverses a design stance the company defended for more than a decade and is a premium-priced test of whether touch and tandem OLED can lift Mac demand...
Thursday 29 October 2026
ASM's earlier growth target puts supply chain execution in focus
ASM International's stronger outlook suggests that investment in advanced chipmaking is accelerating demand for its deposition equipment faster than the company had previously planned...
Thursday 29 October 2026
iPhone Duo sales beat expectations as first batch sells out
Apple's first foldable smartphone, the iPhone Duo, saw strong demand despite a typhoon disrupting its launch day. Telecom operators said sales have remained robust since the launch,...
Wednesday 28 October 2026
AI startups face scrutiny over revenue metrics used to promote rapid growth
AI startups' revenue figures are under scrutiny as founders and investors question whether companies clearly distinguish active business from contracts that have not yet generated...
Wednesday 28 October 2026
Corning hits US$20 billion run-rate goal early as optical demand drives next growth phase
Corning said on October 27 that it is already running ahead of its Springboard target of a US$20 billion annualized sales run rate by the end of 2026, one quarter after upgrading the...