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2026-10-29

[News] Alphabet Revenue Jumps 25% but Free Cash Flow Deficit Widens to US$9.1B; Microsoft Bucks Cash Flow Pressure

Big Tech's accelerating AI infrastructure investments are raising concerns about mounting pressure on cash flow. According to The Motley Fool, Alphabet and Microsoft reported strong cloud growth in their latest earnings, but surging capital expenditures are weighing on their free cash flow. Alphabet...

2026-10-29

[News] Apple Debuts First Touchscreen OLED MacBook Pro; TSMC, Foxconn, Samsung in Supply Chain Spotlight

Apple has unveiled a series of new products, including an OLED touchscreen MacBook Pro, an M6 MacBook Pro, an M6 iMac, and an OLED iPad mini, according to MacRumors. The OLED MacBook Pro marks the most significant upgrade, becoming Apple's first Mac with an OLED touchscreen. As noted by Commercial T...

2026-10-29

[News] Samsung Says HBM Share Matches DRAM Standing as HBM4 Sales Triple; DS Margin Hits 72%, 10 LTA Clients Signed

Riding the AI memory boom, Samsung reported a nearly ninefold surge in 3Q26 operating profit to a record KRW 107.4 trillion ($80.04 billion), according to Reuters. Revenue climbed to KRW 195.3 trillion, exceeding its early-October preliminary estimate by KRW 300 billion, Seoul Economic Daily reports...

2026-10-29

[News] Marvell Eyes Lumentum Acquisition in What Could Be One of the 10 Largest Tech and Telecom Deals Ever

Marvell is reportedly considering acquiring Lumentum to expand its product portfolio. Talks between the two Northern California-based companies highlight a wave of mergers and acquisitions fueled by the AI boom, as investors bet on the technology’s enormous growth potential. Lumentum currently has...

2026-10-29

[News] China’s First 12-Inch Polycrystalline Silicon Carbide Substrate Unveiled

Hunan Titan Future Technology has developed China’s first 12-inch polycrystalline silicon carbide (SiC) substrate, according to an October 26 report by Changsha Evening News. Based in Wangcheng Economic and Technological Development Zone in Changsha, the company has designed the substrate for a...

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