|
|
|
17.08.26 - 02:06
|
Sigurd tops NT$2B in July revenue as AI testing demand surges (Digitimes)
|
|
|
Sigurd Microelectronics, an IC testing and packaging company, reported record July 2026 revenue and said demand from AI and AI connectivity markets drove the result. The company said orders for high-performance computing chips, including CPUs, GPUs, ASICs, and AI accelerators, lifted testing demand for silicon photonics, high-speed networking, memory, silicon capacitors, baseboard management controller chips, and high-end power management ICs used in AI servers and data centers....
|
|
|
|
|
|
|
08.07.26 - 02:06
|
WinWay′s record June revenue driven by full AI test interface orders (Digitimes)
|
|
|
WinWay Technologies said that its June revenue rose to a record NT$1.5 billion (US$454.8 million), supported by demand from AI, high performance computing, ASICs, GPUs, CPUs, and other applications despite shipments being disrupted by typhoons. The semiconductor test interface supplier also said its order intake for AI-related test platforms remained full heading into the third quarter of this year....
|
|
|
29.05.26 - 09:06
|
Unimicron targets record 2026 revenue with ABF and AI system-board push (Digitimes)
|
|
|
Unimicron said it will push advanced substrate and AI system-board upgrades in 2026 to capture accelerating demand for AI-related ASICs and switches, aiming for record revenue that would exceed its 2022 peak. The IC substrate and printed circuit board maker announced the strategy at its annual shareholders' meeting at the end of May, citing a shift in demand away from GPUs and CPUs toward ASICs, switches, and high-performance computing applications....
|
|
|
20.05.26 - 23:02
|
Nvidia Unchanged Despite Big Earnings Beat And Solid Guidance (ZeroHedge)
|
|
|
Nvidia Unchanged Despite Big Earnings Beat And Solid Guidance
As we discussed extensively in our preview, besides the Q1 revenue and guidance ($82BN+ and $90BN whisper respectively), Wall Street was expecting to get more color on the following topics during today's call and Q&A:
Potential for increased shareholder cash returns,
Vera Rubin ramp timing (2H 26E),
Gross margin durability (~75% amidst continued memory/other cost inflation),
Update to the $1 Trillion 25-27 forecast, esp. contribution from LPU racks, CPU and Vera Rubin Ultra, not included before
Potential upside from agentic AI to the server CPU business;
Competitive landscape changes against Google TPU, agentic CPU, other ASICs.
With that in mind, here is what the world's biggest company just reported for Q1:
Revenue $81.62BN, beating Exp $79.19BN, but a bit light of the $82BN whisper
Adj EPS $1.87, beating Exp $1.76
Adj. Gross Margin 75%, beating Exp. 74.5%
Solid all around.
The company's all-important disclosed Da...
|
|
|
13.05.26 - 07:24
|
ASICS Corporation Reveals Advance In Q1 Profit (AFX)
|
|
|
TOKYO (dpa-AFX) - ASICS Corporation (ASCCY) reported a profit for its first quarter that Increased, from the same period last yearThe company's earnings came in at JPY46.569 billion, or JPY65.66 p......
|
|
|
17.03.26 - 08:06
|
MPI posts record 2025 revenue and profit, expands probe card production in Taiwan (Digitimes)
|
|
|
Semiconductor test and measurement solutions provider MPI reported that strong demand for artificial intelligence (AI), high-performance computing (HPC), and application-specific integrated circuits (ASICs) has driven rapid demand growth for semiconductor test equipment and test interface products. Under this trend, the company achieved record-high revenue and profit for the full year 2025....
|
|
|
05.02.26 - 04:06
|
MediaTek charts data center ASIC expansion even as smartphone sales slow (Digitimes)
|
|
|
MediaTek held its earnings briefing with investor focus centered on application-specific integrated circuits (ASICs) and the smartphone market outlook. CEO Rick Tsai said the company's data center ASIC business is expected to surpass US$1 billion in 2026 and reach several billion US dollars in 2027, with projects extending into 2028. Over the longer term, ASICs are projected to contribute around 20% of total revenue....
|
|
|
|
|
07.11.25 - 10:06
|
Novatek braces for revenue dip in 2025, bets on AI ASICs to drive recovery (Digitimes)
|
|
|
Novatek Microelectronics, Taiwan's top display driver IC (DDI) supplier, held its earnings call with CEO Steve Wang outlining the company's market outlook. He said the stronger New Taiwan dollar, tariff uncertainties, and weak demand in consumer electronics and PCs have led panel makers to reduce capacity to keep prices steady, softening typical peak-season demand in the third quarter of 2025....
|
|
|
|
|
14.08.25 - 05:06
|
Alchip sees profit dip as 7nm cycle ends, bets on 3nm AI chips for growth (Digitimes)
|
|
|
Alchip Technologies, a leading provider of high-performance ASICs, reported a sharp decline in second-quarter net profit on August 13, citing lower-than-expected volume production and delays in revenue recognition from non-recurring engineering (NRE) projects. Net profit for the period came in at NT$1.323 billion (approx. US$44 million), down 9.6% quarter-over-quarter and 16.6% year-over-year....
|
|
|
|
|
|