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Corning Incorporated reported higher first-quarter 2026 core sales and earnings while outlining continued restructuring efforts across its operating model, including expanded platform-based businesses, segment realignment, and upgrades to its long-term growth plan....

Given Taiwan's crucial role in the AI supply chain, Cheng-wen Wu, chairman of the country's National Science and Technology Council (NSTC), called on Taiwan's legislature to pass the central government's budget proposal, which remains under review. He emphasized that Taiwan must not only lead in AI hardware production, but also advance AI applications....

Microsoft reported stronger-than-expected fiscal third-quarter results, as Azure growth, Microsoft Cloud demand, and rising Copilot adoption helped ease investor concerns over the company's heavy spending on artificial intelligence infrastructure....

China's Cambricon Technologies reported a sharp rise in first-quarter 2026 earnings, driven by surging AI compute demand, while intensifying competition and shifting investor positioning reshape the domestic AI chip market....

ASE Technology Holding Co. raised its 2026 capex plan to as much as US$8.5 billion as demand for advanced packaging and testing services exceeded expectations, the company said....

South Korea's LG Electronics and US chipmaker Nvidia are exploring a potential partnership spanning robotics, AI data centers, and mobility, signaling how traditional hardware companies are repositioning for the next phase of AI....

Lenovo Group told suppliers at its 2026 Global Supplier Conference on April 29 in Hefei that it expected surging demand for AI PCs and GPU servers to lift revenues and that the company aimed to exceed US$100 billion in annual revenue within two years. Executives said the company forecast record results for fiscal years 2025 and 2026 as AI workloads expanded across endpoints and infrastructure....

Packaging leadframe maker Chang Wah Technology Co., Ltd. reported that it achieved NT$3.672 billion (US$116 million) in revenue in the first quarter of 2026, its fourth-highest quarterly result, and set a monthly record with NT$1.327 billion in March. The firm said customers maintained steady demand and it was targeting a challenging double-digit percentage growth for the second quarter driven by strong shipments of EMC LED leadframes....

SK Group chairman Chey Tae-won urged South Korea to pursue deep economic integration with Japan to gain strategic influence amid US-China tech tensions, arguing that a larger Korea-Japan bloc could reshape global bargaining power in energy, semiconductors, and AI infrastructure, with implications for markets and diplomacy worldwide....

Multimedia software developer CyberLink reported steady first-quarter 2026 results but warned that growth will face headwinds in the second quarter 2026 from generative AI search and rising memory costs, a combination that could affect global software markets reliant on search-driven traffic and PC-dependent product bundles, as well as investor sentiment worldwide....

Samsung Electronics is emphasizing the maturity and yield stability of its 4nm FinFET process as it seeks to secure more foundry customers, amid rising demand for larger and more complex artificial intelligence (AI) chips, according to Korean media reports and company disclosures....

OpenAI announced it has exceeded its initial Stargate commitment by securing more than 10GW of AI infrastructure in the US ahead of schedule, adding over 3GW in the past 90 days. Stargate was launched to meet rapidly growing demand for AI from consumers, businesses, developers, and governments by bringing new capacity online faster and at scale....

On April 29, Amazon told investors on its first-quarter 2026 earnings call that AWS continued to accelerate, while the company doubled down on its custom chip business and pushed forward with plans for the Amazon low-Earth-orbit (LEO) satellite service, including the planned acquisition of Globalstar. Executives framed the moves as complementary elements of a broader strategy to capture a wave of demand driven by generative AI, even as they flagged memory and storage supply pressures and elevated capital spending tied to cloud and satellite buildouts....

Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and developer usage, but the company's next phase of growth may hinge less on product demand than on how quickly it can bring enough compute online....

In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone executives said will mark the start of a multi‑generation partnership...

Samsung Electronics reported a sharp increase in first-quarter 2026 profitability, led by its semiconductor division, as AI-driven demand for memory chips continued to accelerate. The company's chip unit delivered an operating profit of approximately KRW53.7 trillion (US$360 billion), accounting for the vast majority of group earnings and marking a significant expansion from the prior year....

Nissan Motor's three-year Re:Nissan plan is beginning to show results, forecasting operating profit for fiscal 2026 despite falling sales. For international stakeholders, this signals that currency moves, regulatory shifts, and aggressive cost cuts can restore profitability even as restructuring costs and market declines reshape alliance and production strategies worldwide....

Qualcomm reported results broadly in line with its guidance, but noted ongoing headwinds from memory supply constraints and soft smartphone demand. Revenue for the fiscal second quarter came in at about US$10.6 billion, down sequentially and slightly lower year-over-year, while operating income also declined. Profit rose sharply every quarter, reflecting prior-period impacts and cost dynamics....

ON April 29, Amazon reported first-quarter results that exceeded expectations on key metrics, supported by continued strength in its cloud and advertising businesses. Revenue rose to about US$181.5 billion, while operating income increased to roughly US$23.9 billion, reflecting steady expansion across core segments. Net income also climbed significantly on both a quarterly and annual basis....

As generative AI drives a sharp rise in computing demand, traditional electrical interconnect architectures are increasingly constrained by power consumption and density limits. On April 28, 2026, China-based silicon photonics chip developer Lightelligence debuted on the Hong Kong Stock Exchange, with its share price surging at the open and its market capitalization briefly reaching HK$77.8 billion (US$10 billion)....