AMD earnings call: AI is turning CPUs back into the main event
May 5, 2026, 11:31 pm By DIGITIMES
AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center…GlobalFoundries pivots toward high-growth chips as mobile slowdown reshapes revenue mix
May 5, 2026, 11:15 pm By DIGITIMES
GlobalFoundries is reporting a stark divergence in its primary end-markets, as the company pivots…MediaTek unit Airoha targets AI networking surge with triple optical growth
May 5, 2026, 11:13 pm By Levi Li
MediaTek subsidiary Airoha Technology said its first-quarter 2026 performance met expectations,…India approves new semiconductor and Mini/Micro LED projects
May 5, 2026, 10:57 pm By DIGITIMES
India's latest approvals could expand global display and chip sourcing as the country adds…GlobalFoundries turns three-continent footprint into geopolitical hedge
May 5, 2026, 10:56 pm By DIGITIMES
In a recent assessment of the semiconductor landscape, GlobalFoundries emphasized the critical need…Eris Technology posts record April revenue on AI robot and server demand
May 5, 2026, 10:55 pm By DIGITIMES
Power semiconductor maker Eris Technology reported consolidated revenue of NT$250 million (US$7.9…Synnex posts record first-quarter revenue and profit as AI demand drives semiconductor and cloud sales
May 5, 2026, 10:52 pm By DIGITIMES
Synnex Technology International Corp. reported record consolidated results for the first quarter as…Chicony Power's full product line to ramp in 2Q26; satellite communications power revenue set to double
May 5, 2026, 10:00 pm By Jingyue Hsiao
Chicony Power's first-quarter performance signals supply-chain resilience and potential upside for…GlobalFoundries sees optical and SiGe momentum drive strategic leap into high-value chip markets
May 5, 2026, 9:58 pm By DIGITIMES
GlobalFoundries used its first-quarter 2026 earnings call to spotlight advances in silicon photonics…Largan Industrial Optics and Apollo Power to supply renewable electricity to semiconductor suppliers
May 5, 2026, 9:57 pm By DIGITIMES
Largan Industrial Optics and Apollo Power announced a green power cooperation agreement on May 5 to…Hengs Technology shifts to recurring revenue as O&M business matures in 2026
May 5, 2026, 9:54 pm By DIGITIMES
Hengs Technology, a Taiwan solar system integrator and operator, said its operations and maintenance…Lumentum sees explosive expansion as AI demand fuels record results
May 5, 2026, 8:42 pm By DIGITIMES
Lumentum reported record third-quarter fiscal 2026 results, with revenue rising to US$808 million,…GlobalFoundries signals stronger second half despite mixed end-market demand
May 5, 2026, 8:22 pm By DIGITIMES
GlobalFoundries reported first-quarter results broadly in line with expectations, with management…TV panel prices stall as China cuts output to defend prices
May 5, 2026, 8:03 pm By Lily Hess
The LCD TV panel market has shifted sharply from aggressive stocking to defensive procurement as…Transcend reports record April revenue as memory shortage drives prices higher
May 5, 2026, 8:03 pm By DIGITIMES
Transcend Information posted consolidated revenue of NT$7.449 billion (roughly $235 million USD) in…Supermicro posts $10.2B in Q3 revenue, missing own guidance by $2B as working capital swings drive $6.6B cash outflow
May 5, 2026, 8:02 pm By DIGITIMES
Supermicro reported fiscal third-quarter revenue of $10.24 billion, up 123% year-over-year but down…DeepSeek pulls multimodal paper after brief release, reveals new visual reasoning approach
May 5, 2026, 8:02 pm By DIGITIMES
DeepSeek briefly released, then removed, a multimodal research paper that offers rare insight into…E Ink to launch major e-paper zone at COMPUTEX with 40 partners
May 5, 2026, 4:57 am By DIGITIMES
E Ink Holdings is making its COMPUTEX debut in 2026 with a 1,170 square-meter showcase featuring 40…Tesla AI5 dual sourcing may not mean equal weight for Samsung
May 5, 2026, 4:47 am By Lily Hess
Tesla CEO Elon Musk has confirmed that the company's in-house AI5 chip has completed design tape-out…SEMICON SEA 2026: Delta showcases AI-enabled smart manufacturing
May 5, 2026, 3:00 am By DIGITIMES
Delta Electronics presented its latest AI-enabled smart manufacturing solutions at SEMICON Southeast…
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