Rising upstream component costs and weak retail promotions in China, combined with traditional off-season demand overseas, are denting global smartphone supply and pricing. Consumers...
SK Hynix said it plans to expand production of its latest 321-layer NAND chips, as demand for AI applications leads to increased adoption of high-capacity enterprise storage.
SK Hynix said demand for high-bandwidth memory is expected to outpace supply for several years, underscoring persistent constraints in the AI memory market even as the company ramps...
Parade Technologies' first-quarter 2026 results and revised outlook carry broader supply-chain and demand implications for global PC and electronics markets. Memory shortages and price...
Driven by strong artificial intelligence (AI) and silicon photonics (SiPh) demand, optical communications epitaxy manufacturer LandMark Optoelectronics reported a more than sixfold...
As the artificial intelligence boom reshapes global computing demand, the memory chip industry is entering a new phase of strain and restructuring — one in which both DRAM and...
TSMC is accelerating its advanced packaging expansion in the US while maintaining a conservative stance on next-generation lithography, as the company balances cost pressures, AI-driven...
Analysts said IBM continues to show stable underlying revenue growth supported by artificial intelligence adoption and hybrid cloud demand. Its unchanged full-year outlook and softer...
Lam Research delivered a strong start to 2026, with first-quarter 2026 results exceeding expectations and reinforcing confidence in a semiconductor upcycle increasingly shaped by artificial...
Texas Instruments (TI) reported first-quarter 2026 revenue of US$4.83 billion, up 19% year on year, with net income rising 31% to US$1.55 billion and earnings per share of US$1.68...
Texas Instruments reported that improving demand in industrial and data center markets is driving sustained sequential growth, while management maintained a cautious stance on macroeconomic...
Analysts say Lam Research is entering a stronger-than-expected growth phase, with rising demand from DRAM and NAND customers emerging as key drivers of revenue expansion alongside...
Probe card full-line automation equipment supplier Innostar Service (Innos) has been listed on the over-the-counter (OTC) market on April 22. Looking ahead, Innos stated that AI applications...
Asia Vital Components' push into liquid cooling and space-ready thermal solutions signals a broader shift in data center design and supply chains, with implications for hyperscalers...
