As Sandisk posted a blockbuster 4QFY26, with sales surging 372% YoY to $8.97 billion and gross margin reaching 84.6%, attention is shifting to its current-quarter outlook. Although revenue is projected to rise to $10.30 billion–$10.80 billion, gross margin is expected to level off at 83%–85%, re...

China's smartphone makers have been actively expanding their presence in power management chips. According to EE Times China, Guangdong MicroPowerChip has completed a business registration change that adds the Beijing Xiaomi Smart Manufacturing Equity Investment Fund and OPPO Guangdong Mobile Commun...

Lumentum CEO Michael Hurlston has warned that the supply-demand gap for indium phosphide (InP) has now surpassed that of DRAM and NAND, making it one of the most critical constraints on AI data center optical interconnect expansion. Despite operating multiple InP wafer fabrication facilities, Lum...

．TV As August begins, TV panel demand is gradually recovering as brands ramp up inventory for year-end seasonal demand following procurement adjustments at the end of the second quarter. Major brands are aiming to boost peak-season shipments to meet annual targets and gain market share, while c...

TSMC is broadening its advanced packaging outsourcing. According to ETNews, sources say the company has decided to expand outsourcing of CoW (Chip-on-Wafer), a key step in its CoWoS packaging technology for AI chips, to OSAT companies including ASE. Unlike its previous practice of primarily outsourc...