|
|
|
06.05.26 - 04:30
|
China′s chipmakers pour revenue into R&D, outpacing US ratios (SCMP)
|
|
|
China's chip champions channelled a larger proportion of revenue into research and development (R&D) than their US peers, first-quarter earnings show, as Beijing presses ahead with its tech self-reliance drive amid an artificial intelligence boom.
Beijing-based Moore Threads spent half of its revenue on R&D in the quarter ended March 2026, while Shanghai-based MetaX spent 45 per cent over the same period, according to exchange filings.
By contrast, US chipmakers such as AMD and Intel have......
|
|
|
06.05.26 - 04:06
|
Acer E-Enabling reports record first-quarter revenue as cloud AI projects surge (Digitimes)
|
|
|
Acer E-Enabling Service Business reported first-quarter 2026 revenue of NT$2.96 billion (US$93.9 million), up nearly 15% year on year, and net profit after tax of NT$199 million, delivering earnings per share of NT$4.8 and record revenue and profit for the period. The firm said cloud AI project services expanded rapidly, with project volume increasing nearly 40% year on year as many engagements moved from proof-of-concept into production....
|
|
|
|
|
06.05.26 - 04:06
|
Hengs Technology shifts to recurring revenue as O&M business matures in 2026 (Digitimes)
|
|
|
Hengs Technology, a Taiwan solar system integrator and operator, said its operations and maintenance business would enter a harvest phase in 2026, supporting another year of strong revenue growth. The company said it remained focused on project development and solar and energy storage engineering, procurement, and construction, which accounted for 95.75% of total revenue, and that expanding O&M contracts will transform its revenue mix toward recurring cash flow....
|
|
|
|
|
|
|
|
|
06.05.26 - 02:12
|
AMD lifts outlook as AI demand fuels data center growth (Digitimes)
|
|
|
On May 5, AMD reported first-quarter 2026 results that exceeded expectations, supported by strong demand for artificial intelligence (AI) infrastructure, according to company data and media reports. Revenue reached US$10.25 billion, while net profit rose to US$1.38 billion, reflecting robust year-on-year growth across key metrics....
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
06.05.26 - 01:12
|
Reinstate windfall tax on banks after surge in profits, TUC urges (The Guardian)
|
|
|
Unions group wants rate returned from 3% to 8% after big four UK lenders reveal £14bn total profit in first quarter An increased windfall tax should be imposed on the UK's largest banks according to trade union leaders, after the big four lenders reported almost £14bn in first-quarter profits, partly fuelled by market turbulence caused by the Iran war.The Trades Union Congress (TUC) renewed its call for an increase in the current bank surcharge, which was reduced from 8% to 3% of profits above £100m by the Conservative government in 2023, as banks benefit from the high interest rate environment. Continue reading......
|
|
|
06.05.26 - 01:01
|
Advanced Micro Devices Inc. Q1 Profit Rises (AFX)
|
|
|
SUNNYVALE (dpa-AFX) - Advanced Micro Devices Inc. (AMD) released earnings for its first quarter that Increases, from the same period last yearThe company's bottom line totaled $1.383 billion, or $......
|
|
|
|
|
|