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11.02.26 - 00:48
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Philips CEO on Earnings, 2026 Tariff Offsets (Bloomberg)
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Roy Jakobs, CEO of Philips, outlines the expected tariff impact in 2026 and how the company plans to grow margins despite the pressure. He speaks with Katie Greifeld and Scarlet Fu on “The Close.” (Source: Bloomberg)...
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11.02.26 - 00:42
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Becton Dickinson CEO on Earnings, Waters Deal (Bloomberg)
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Tom Polen, chairman, president and CEO of Becton Dickinson, discusses the company's strong quarterly performance, its recent merger with Waters and its outlook for 2026. He speaks with Katie Greifeld and Scarlet Fu on “The Close.” (Source: Bloomberg)...
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11.02.26 - 00:42
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Jarllytec eyes quarterly growth in 2026 with fiber optic revenue surging over 100% (Digitimes)
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Bearing manufacturer Jarllytec reported January 2026 revenue of NT$601 million (approx. US$19.01 million), down 18% month-over-month and 24% year-over-year. The company attributed the lower revenue compared to January 2025 to a temporary product transition gap in its 3C product line. Jarllytec expects shipment peaks for new US-based notebook models and Chinese foldable smartphones in the second quarter of 2026, which should restart momentum and drive sequential growth throughout the year....
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11.02.26 - 00:42
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AI demand pushes Taiwan′s Topco Scientific to record January revenue (Digitimes)
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Taiwanese semiconductor materials distributor Topco Scientific (TSC) reported record revenue for January 2026, buoyed by robust demand from artificial intelligence-driven advanced chip production. The company said January revenue reached NT$6 billion (approx. US$190 million), an 8.25% increase from the same month a year earlier. The figure marks the highest January performance in the company's history and ranks as the third-highest monthly revenue on record....
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11.02.26 - 00:42
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DIGITIMES Insight: Intel 14A delays expose cracks in AI infrastructure expectations (Digitimes)
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Intel's 14A process node has become a focal point for the semiconductor industry, with market observers viewing it as a critical test of the company's manufacturing resurgence strategy. The advanced node has attracted significant attention amid speculation that major customers like Apple and Nvidia could adopt it for high-volume production. However, recent developments suggest these optimistic timelines may need recalibration....
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11.02.26 - 00:42
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SMIC breaks 2025 revenue record, margins fall to 19.2% (Digitimes)
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On February 10, Semiconductor Manufacturing International Corporation (SMIC) reported record 2025 revenues, but quarterly gross margins fell to 19.2%. The decline, driven by heavy depreciation costs and shifting smartphone supply chain dynamics, underscores the financial pressure of aggressive capacity expansion despite sustained high utilization across manufacturing facilities....
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