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Key Highlights
For four decades, Intel Corporation defined the semiconductor industry. The company that popularized the x86 architecture, delivered Moore's Law with clockwork precision, and maintained an impregnable moat through vertical integration of chip design and manufacturing seemed invincible. "Intel Inside" wasn't just aMarketingslogan—it was a …
Key Highlights
Navitas Semiconductor Corporation represents the cutting edge of power electronics, pioneering Gallium Nitride (GaN) integrated circuits that are fundamentally disrupting the USD 20+ billion power semiconductor market. For decades, silicon-based power chips dominated applications from phone chargers to industrial motor drives, but silicon approaches …
Taiwan SemiconductorManufacturingCompany (NYSE:TSM), the dominant contract chipmaker that produces the most advanced silicon for many of the world's largest technology companies, has opened 2026 with a record-setting quarterly result that has reinforced its central role in the artificial intelligenceSupplychain. First-quarterRevenueof NT$1.134 trillion, equivalent to …
Vertiv Holdings Co (NYSE:VRT), a leading designer of power, cooling, monitoring and management infrastructure for data centres, communication networks and industrial environments, has delivered a first-quarter 2026 result that captures the prevailing tension in the AI infrastructure trade. Net sales rose 30 per cent …
SAP SE (NYSE:SAP), the German enterprise software leader whose products run mission-critical processes for many of the world's largest companies, has opened 2026 with a result that captured continued momentum in its multi-year transition to cloud and a meaningful tailwind from the early phases …
Cisco Systems, Inc. (Nasdaq: CSCO), the long-standing leader in enterprise networking and one of the largest enterprise technology companies in the world, is preparing to deliver its third-quarter fiscal 2026 results in May with several powerful narratives in motion. Strong AI infrastructure order momentum, …
Intel Corporation (Nasdaq: INTC), the iconic American semiconductor company that has been remaking itself under chief executive Lip-Bu Tan, has delivered first-quarter 2026 results that have reshaped the narrative around its multi-year transformation.Revenueof US$13.6 billion, up 7 per cent year-on-year, exceededWall Streetconsensus of approximately …
Advanced Micro Devices, Inc. (Nasdaq:AMD) is heading into its first-quarter 2026Earningsrelease on May 5 carrying the momentum of a record fourth-quarter 2025 print and an Instinct accelerator roadmap that has begun to reshape competitive conversations in the AI hardware market. After fourth-quarterRevenueof US$10.3 billion, …
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