In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...
Samsung Electronics reported a sharp increase in first-quarter 2026 profitability, led by its semiconductor division, as AI-driven demand for memory chips continued to accelerate....
As generative AI drives a sharp rise in computing demand, traditional electrical interconnect architectures are increasingly constrained by power consumption and density limits. On...
Qualcomm reported results broadly in line with its guidance, but noted ongoing headwinds from memory supply constraints and soft smartphone demand. Revenue for the fiscal second quarter...
Nvidia CEO Jensen Huang recently stated that Google's Tensor Processing Units (TPUs) do not constitute a real threat to Nvidia. He made the comments during an interview on the Dwarkesh...
Amkor, the world's second-largest OSAT provider, recently held its earnings call where CEO Kevin Engel highlighted strong demand for AI and high-performance computing (HPC) chips driving...
United Microelectronics Corp (UMC) reported first-quarter 2026 net profit of NT$16.17 billion (approximately $490 million), up 61% quarter on quarter and more than double the year-ago...
China's leading OSAT player, JCET, reported solid first-quarter 2026 results, supported by demand in high-performance computing and automotive electronics, even as the broader semiconductor...
Seagate Technology is moving deeper into a contract-driven business model as cloud and hyperscale customers increasingly prioritize supply predictability over short-term procurement...
The US Federal Communications Commission (FCC) has further clarified restrictions on non-US network equipment by officially including mobile hotspots, portable Wi-Fi devices, and home...
China-based memory interface chip supplier Montage Technology reported solid first-quarter 2026 results, supported by rising demand for AI servers and accelerating adoption of next-generation...
TSMC has fully divested its stake in Arm Holdings, selling approximately 1.11 million shares at US$207.65 each for a total of US$231 million, the company disclosed on April 29, 2026...
Seagate Technology said emerging agentic artificial intelligence workloads are beginning to support demand for hard disk drives, as automated workflows generate and retain larger volumes...
As competition in the semiconductor industry intensifies, TSMC maintains its lead while actively supporting the domestic supply chain. In recent years, driven by the need for cost...
