Analysis: ASML earnings prove AI demand is hitting the factory floor
Jan 29, 2026, 7:16 am By DIGITIMES
The artificial intelligence boom has moved from cloud infrastructure to the factory floor, and ASML…Earnings call summary: Samsung 4Q25 profit jumps as AI memory crunch pressures phones and displays
Jan 29, 2026, 6:58 am By DIGITIMES
Samsung Electronics reported record quarterly revenue and operating profit in the fourth quarter of…Alibaba's new AI chip challenges Nvidia from A800 to A100-class performance
Jan 29, 2026, 6:47 am By DIGITIMES
Alibaba has unveiled its in-house high-end AI processor, Zhenwu 810E, advancing its strategy to…China's MCU sector trends from price cutting to margin repair
Jan 29, 2026, 5:53 am By Levi Li
China's microcontroller (MCU) vendors have started raising prices, led by Cmsemicon's increases…Earnings call summary: Meta maps AI monetization roadmap beyond ads with subscriptions and commerce
Jan 29, 2026, 4:45 am By DIGITIMES
Meta is outlining an AI monetization roadmap that extends beyond advertising, signaling plans to…Earnings call summary: Meta accelerates AI glasses push as wearables emerge as next major consumer platform
Jan 29, 2026, 4:35 am By DIGITIMES
Meta is sharpening its AI device strategy, redirecting investment toward smart glasses and wearables…Analysis: China's chip price spiral has begun; a grey rhino threatening the 2026 supply chain
Jan 29, 2026, 4:32 am By Levi Li
China's semiconductor supply chain is sending a clear signal: a wave of "chip inflation" driven by…Musk moves Tesla past Model S and X, betting on robots and AI
Jan 29, 2026, 4:30 am By DIGITIMES
Tesla reported fourth-quarter earnings on Wednesday that topped Wall Street's profit expectations…Analysis: AI server power shifts to rack-level architectures as Delta, Liteon take lead
Jan 29, 2026, 3:58 am By Sherri Wang
As artificial intelligence (AI) development accelerates, power consumption across computing…Earnings call summary: Meta expects sharp rise in capex as AI capacity becomes strategic bottleneck
Jan 29, 2026, 3:41 am By DIGITIMES
Meta is preparing for a steep increase in capital spending in 2026 as it scales AI infrastructure to…Exclusive: TSMC reshapes advanced packaging expansion, shifting AP8, AP7, and US fab plans
Jan 29, 2026, 3:16 am By Charlene Chen
The surge in generative AI (GenAI) and high-performance computing (HPC) demand has pushed advanced…Analysis: how SK Hynix is binding customers to its AI memory
Jan 29, 2026, 3:09 am By DIGITIMES
SK Hynix is moving to lock out competitors in the high-stakes battle for AI memory, deploying a…Celestica posts sharp revenue gains as cloud and AI spending rise
Jan 29, 2026, 2:57 am By DIGITIMES
Celestica, a global supplier of data center infrastructure and advanced technology manufacturing,…UMC accelerates advanced packaging and silicon photonics development as AI drives demand
Jan 29, 2026, 2:48 am By Jingyue Hsiao
As artificial intelligence (AI) applications expand globally, United Microelectronics Corporation…Earnings call summary: Samsung 4Q25 profit rides memory boom to record revenue
Jan 29, 2026, 2:41 am By DIGITIMES
Samsung Electronics posted record quarterly revenue and operating profit in the fourth quarter of…Microsoft tops US$50b cloud milestone as AI capex surges and Copilot adoption accelerates
Jan 29, 2026, 2:39 am By DIGITIMES
Microsoft's earnings conference call for the fiscal second quarter of 2026 underscored a company…Sunny Optical restructures as China's lens makers face layoffs prompted by smartphone slump
Jan 29, 2026, 1:59 am By Jingyue Hsiao
China's optical industry is confronting significant challenges as several lens module manufacturers…AMEC triggers MCU, NOR Flash price hikes of up to 50% in widening China chip cost cycle
Jan 29, 2026, 1:47 am By DIGITIMES
Chinese microcontroller (MCU) supplier AMEC has raised prices on its MCU and NOR Flash products by…VIS licenses GaN technology from TSMC to boost power device development
Jan 29, 2026, 1:25 am By Jingyue Hsiao
Vanguard International Semiconductor (VIS) has signed a licensing agreement with Taiwan…UMC sets 2026 capex at US$1.5b as 4Q revenue rises 4.5%
Jan 29, 2026, 1:09 am By Jingyue Hsiao
United Microelectronics Corporation (UMC) reported a moderate revenue increase in the fourth quarter…
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