SanDisk 3Q26: AI demand lifts NAND, long-term deals reshape profit model
Apr 30, 2026, 9:05 pm By DIGITIMES
SanDisk's fiscal 3Q26 results point to a decisive shift in the NAND industry, with AI-driven data…Apple earnings call signals a supply-constrained handoff to the Ternus era
Apr 30, 2026, 8:35 pm By DIGITIMES
Apple's fiscal second-quarter earnings call was less about the beat and more about positioning the…Apple's fiscal 2Q in numbers: iPhone surge, China rebound, margins hold
Apr 30, 2026, 8:00 pm By DIGITIMES
Apple Inc. beat Wall Street expectations in its fiscal second quarter, with strong iPhone demand,…Commentary: Honor's robot win highlights thermal edge in robotics
Apr 30, 2026, 12:05 pm By Levi Li
The Beijing Humanoid Robot Half Marathon has concluded, but its outcome has ignited a wider industry…Google's split TPU chips signal shift from universal to specialized AI accelerators
Apr 30, 2026, 6:03 am By Lily Hess
Google has unveiled its eighth-generation Tensor Processing Units (TPUs) by splitting them into two…Hengs Technology secures NT$7.6B in orders, expands solar EPC into energy storage and EV charging
Apr 30, 2026, 6:03 am By Emily Kuo
As Taiwan's energy transition enters a critical phase, the stability of power supply and the quality…AGI, Inc. advances on-device agentic AI strategy as it targets cross-platform automation
Apr 30, 2026, 6:03 am By DIGITIMES
AGI, Inc., also known as The AGI Company, is a San Francisco–based applied AI startup developing…Taiwan OSAT Powertech lifts capex to US$1.6bn, targets AI packaging growth
Apr 30, 2026, 4:32 am By Levi Li
Memory packaging and testing provider Powertech Technology posted net profit of NT$1.84 billion…SpaceX's IPO gives Musk unchecked control via 'Texas fortress' strategy
Apr 30, 2026, 4:30 am By DIGITIMES
As SpaceX prepares for a public debut at a valuation targeting US$1.75 trillion, new regulatory…ASE Technology sees seasonality fade as AI demand drives steady 2026 growth
Apr 30, 2026, 4:24 am By Eifeh Strom
Global outsourced semiconductor assembly and test (OSAT) leader ASE Technology Holding (ASEH) held…Korea's 'father of HBM' sees 1,000x AI memory surge as Google's TurboQuant faces real-world tests
Apr 30, 2026, 4:12 am By Willis Ke
Alphabet's Google has unveiled its KV cache quantization compression technology, TurboQuant,…MetaX GPU revenue jumps 75%, losses narrow on AI demand
Apr 30, 2026, 3:40 am By DIGITIMES
China-based GPU developer MetaX reported a solid start to 2026, underscoring how domestic…Meta's 1Q26 earnings redraw the AI hardware map
Apr 30, 2026, 3:38 am By DIGITIMES
Meta Platforms' first-quarter 2026 earnings delivered one of the most consequential procurement…Microsoft's capex plans draw scrutiny as Azure demand outstrips capacity
Apr 30, 2026, 3:33 am By DIGITIMES
Microsoft executives defended the company's rising capital spending after reporting…Memory crunch squeezes smartphone SoC market as Samsung gains share
Apr 30, 2026, 3:25 am By DIGITIMES
Global smartphone system-on-chip (SoC) shipments fell 8% year-over-year in the first quarter of…South Korea's OLED share rebounds to 68.7% in 2025
Apr 30, 2026, 2:58 am By Charlene Chen
South Korea's global OLED market share increased by 1.5pp to 68.7% in 2025, marking its first rise…NB plans plan to cut NRE and tooling fees, Chinese ODMs expand manufacturing footprint
Apr 30, 2026, 2:50 am By Emily Kuo
Sources from the notebook (NB) supply chain stated that Taiwanese ODM manufacturers that once stood…China Electric manufacturing bets on AI to revive growth
Apr 30, 2026, 2:49 am By Elaine Chen
More than 70 years after its founding, China Electric Manufacturing Corporation has built a steady…Commentary: Taiwan’s optics industry finds a new role in the AI imaging boom
Apr 30, 2026, 2:48 am By Elaine Chen
For more than a decade, the global imaging market has been defined by a clear divide: on one side,…Wingtech losses widen on Nexperia dispute, triggering delisting risk
Apr 30, 2026, 1:59 am By DIGITIMES
China's Wingtech Technology is entering a critical phase marked by a sharp deterioration in…
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