299 articles
2026-05-06
www.bloomberg.com
2026-05-06
Bloomberg.com
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2026-05-06
tomshardware.com
2026-05-06
Jowi Morales
Another premium Linux laptop contender has arrived.
2026-05-06
tomshardware.com
2026-05-06
Luke James
The capital figures in this filing far exceed what was disclosed when Elon Musk announced Terafab in March, where the project carried a $20 billion price tag.
2026-05-06
www.tipranks.com
2026-05-06
TipRanks
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2026-05-06
digitimes.com
2026-05-06
GlobalWafers expects the current semiconductor cycle to bottom in the first quarter of 2026, with both the speed and breadth of recovery exceeding prior expectations, as artificial intelligence (AI) demand continues to drive growth across the industry.
2026-05-06
digitimes.com
2026-05-06
Export controls on indium phosphide (InP) risk prolonging supply strains in the compound semiconductor market, GCS Holdings warned, affecting optical and RF component makers worldwide. The company said it has secured capacity and diversified sourcing ahead of the second half of 2026, signaling potential relief from first-half 2026 constraints for global customers and partners.
2026-05-06
digitimes.com
2026-05-06
Vanguard International Semiconductor (VIS) said on May 5 that it has secured support from TSMC for a new interposer foundry line at its 12-inch Singapore fab, alongside a broader push into the CoWoS supply chain. The company said the move will accelerate capacity expansion and lower capital expenditure requirements as demand stabilizes after year-endinventory corrections.
2026-05-06
digitimes.com
2026-05-06
GlobalFoundries reported first-quarter results broadly in line with expectations, with management highlighting solid execution and profitability at the upper end of guidance ranges, according to company statements. Chief executive Tim Breen said the company made "significant traction in secular growth end markets," supported by differentiated technologies and customer-focused execution.
2026-05-06
digitimes.com
2026-05-06
GlobalFoundries used its first-quarter 2026 earnings call to spotlight advances in silicon photonics (SiPh), co-packaged optics (CPO), and silicon-germanium (SiGe) development while reporting improved margins and steady revenue. CEO Tim Breen and CFO Sam Franklin framed the quarter as evidence of a strategic shift toward higher-value technology corridors and broader technology services.
2026-05-06
digitimes.com
2026-05-06
Apple and Samsung led the global smartphone market in the first quarter of 2026 as premium demand helped them buck broader shipment declines, industry data showed. According to Counterpoint, the iPhone 17 was the world's best-selling smartphone in the first quarter, while Samsung's Galaxy A series placed five models in the top 10, leaving the two vendors with nine of the top 10 spots.
2026-05-06
digitimes.com
2026-05-06
Power semiconductor maker Eris Technology reported consolidated revenue of NT$250 million (US$7.9 million) in April 2026, a company record and up 19% from a year earlier, executives said, as demand tied to AI robots and AI servers began moving from sampling into volume ramp-up. The company said the April result followed 16 months of operational adjustment and signaled a return to a growth track dr
2026-05-06
digitimes.com
2026-05-06
Winbond Electronics posted strong first-quarter 2026 results, with consolidated revenue totaling NT$38.25 billion (approx. US$1.21 billion), up 43.7% from the previous quarter and 91.3% from the same period in 2025, driven by strong market demand and an improved product mix. Net profit reached NT$10.12 billion, surging 226.9% sequentially and turning from a loss a year earlier, while earnings per
2026-05-06
digitimes.com
2026-05-06
GlobalFoundries is reporting a stark divergence in its primary end-markets, as the company pivots its manufacturing focus toward high-growth sectors like automotive and data centers to counter a cooling smartphone market. While overall wafer shipments reached approximately 579,300 12-inch-equivalent units in the first quarter, the company is managing a transition in which two-thirds of its revenue
2026-05-06
digitimes.com
2026-05-06
Buoyed by robust demand for artificial intelligence and the early success of price increases, Vanguard International Semiconductor Corporation (VIS) is projecting a stronger performance for the second quarter of 2026, with wafer shipments expected to rise by more than 10% from the previous quarter. Average selling prices are forecast to increase by 2% to 4%, while gross margins are likely to recov
2026-05-06
tomshardware.com
2026-05-06
Jake Roach
AMD is expecting the memory crunch to hit its gaming business in the second half of the year, with revenue expected to decline by "more than 20%."
2026-05-06
www.barrons.com
2026-05-06
Barron's
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2026-05-06
siliconangle.com
2026-05-06
SiliconANGLE
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2026-05-06
finance.yahoo.com
2026-05-06
Yahoo Finance
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2026-05-06
www.indexbox.io
2026-05-06
IndexBox
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2026-05-06
www.zacks.com
2026-05-06
Zacks Investment Research
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