Apple has given suppliers a shipment forecast of 16 million MacBook Neo units for 2027, about double the nearly 8 million units expected in 2026, according to supply-chain sources.
Apple reported record revenue for its latest fiscal quarter and forecast another record for the current quarter, attributing nearly all hardware-related pressure to supply constraints...
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...
Denso, Japan's largest auto parts maker, reported falling profits for the first half of fiscal 2026 as surging memory and other component costs, driven partly by the AI boom, offset...
Tokyo Electron (TEL) forecasts nearly 90% annual operating-profit growth as chipmakers accelerate capital spending to meet demand for AI hardware, despite mounting concerns over an...
Ibiden on October 29 raised its fiscal 2026 forecast, projecting consolidated net profit to rise 40% year-over-year to JPY89 billion (US$563 million) and revenue to increase 36% to...
Japan’s Renesas Electronics expects strong demand for AI data centers, industrial applications, and automotive semiconductors to drive 2026 revenue to JPY1.6668 trillion (US$10.55...
Soaring memory prices have pushed some IC design firms to develop and manufacture their own SRAM as a substitute for DRAM, while electronics assemblers and brand manufacturers that...
Parade Technologies expects fourth-quarter revenue to fall as notebook inventory digestion continues, underscoring pressure on the chipmaker's near-term results. The company is relying...
Australia's push to become an AI infrastructure hub for the Asia-Pacific is running into constraints that capital alone cannot solve: the last mile of grid connection, and the consent...
Japanese robot maker FANUC raised its fiscal year 2026 revenue forecast on October 23 as demand for AI and automation strengthened, putting sales on track to surpass JPY1 trillion...
Celestica's latest results suggest that its next challenge will be expanding production fast enough to serve AI infrastructure customers while keeping cash requirements under control...
China's weakening car market is challenging automakers, parts suppliers, and dealers as exports rise but domestic demand contracts. For global industry watchers, the downturn is a...
LG Display expects foldable smartphones to grow faster than the market had forecast. That outlook carries a complication: the company reportedly does not make folding phone screens...
