MediaTek reported double-digit revenue and profit growth in the third quarter of 2026. According to the company's earnings release, consolidated revenue reached NT$168.06 billion, up 10.4% QoQ and 18.3% YoY, while gross margin remained stable at 46.3%. Net income rose 14.6% QoQ and 10.8% YoY to NT$2...

Fueled by booming AI data center demand, SanDisk delivered blowout quarterly results, with September-quarter revenue surging 378% YoY to $11 billion, beating the $10.7 billion FactSet consensus. The NAND giant also forecast December-quarter sales of $12.2 billion–$12.6 billion, above analysts’ $...

Apple, once one of the most powerful buyers in the NAND flash market, is losing some of its negotiating leverage as AI-driven demand gives memory suppliers greater pricing power. According to The Wall Street Journal, the company reportedly pressured flash manufacturers for years to disclose detailed...

Intel’s 3Q26 earnings painted a mixed picture. While Data Center and AI (DCAI) revenue surged 78% to $7.3 billion and operating income more than tripled to $3.04 billion, the chipmaker remains vulnerable to weakness in the PC market. According to Reuters, a fatal explosion at Intel’s Israeli pla...

Taiwanese display maker AUO announced two major asset disposal developments, including the termination of a planned factory sale to Quanta and a TWD 38.8 billion (US$1.2 billion) deal to sell its Taichung Phase 2 facility to TSMC, according to TechNews. The planned sale of AUO's Huaya facility to Qu...