While Samsung’s memory business rode the AI boom to record 3Q26 earnings, signs of a turnaround are emerging in its foundry division. According to Financial News, Samsung expects demand for its 8nm-and-below processes to exceed capacity, with utilization projected to surpass 100% in 2027. Meanwhil...

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...

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...

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...

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...