Dr. Patrick Lo, Senior Fellow, Technology Development at GlobalFoundries (former Chief Technology Officer, AMF), outlined how photonic technologies are shaping the next phase of semiconductor innovation during a presentation at the third Asia Photonics Expo (APE 2026). His talk, titled "Integrated Photonics: A New Engine for Singapore's Semiconductor Innovation," focused on the role of optoelectronics in computing and communications.

EMS provider Flex reported fiscal third-quarter 2026 results that exceeded its guidance and raised its full-year forecast, citing continued strength across its diversified businesses.

Alphabet Inc. capped a historic fiscal year with a record-breaking surge in infrastructure spending, signaling an aggressive bid to cement its dominance in the artificial intelligence era.

Advanced Micro Devices (AMD) reported fourth-quarter results and a first-quarter revenue forecast that exceeded analyst estimates, but its stock price fell as management indicated that the most significant revenue contributions from its next-generation AI platforms would not materialize until the second half of the year. Despite the earnings beat, shares declined about 7% to 8% in after-hours trading following the company's February 3 conference call, as investors weighed the timing of AMD's AI ramp against market expectations.