60 stories tagged with #conductor, in publish-time order across the WeSearch catalog. Tag pages update as new stories ingest.
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Sources: Huawei expects AI chip revenue to hit ~$12B in 2026, up 60% from $7.5B in 2025, as orders for its Ascend 950PR chip surge and Nvidia stalls in China (Zijing Wu/Financial Times)
Zijing Wu / Financial Times : Sources: Huawei expects AI chip revenue to hit ~$12B in 2026, up 60% from $7.5B in 2025, as orders for its Ascend 950PR chip surge and Nvidia stalls i…
Sandisk Corporation (SNDK) Q3 2026 Earnings Call Transcript
Sandisk Corporation (SNDK) Q3 2026 Earnings Call April 30, 2026 4:30 PM EDTCompany ParticipantsIvan Donaldson - Vice President of Investor RelationsDavid V.…
Electronics Near Zero
Normally, when you design an electronic gadget, you worry about how hot it will get. Automotive-grade components, for example, often have higher allowable temperatures than commerc…
Ask HN: How are people testing while using agent orchestrators?
Intel shares jumped 114% in April, hitting a record on April 24 and lifting its market cap past $470B, closing out the chipmaker's best month on record (Katie Tarasov/CNBC)
Katie Tarasov / CNBC : Intel shares jumped 114% in April, hitting a record on April 24 and lifting its market cap past $470B, closing out the chipmaker's best month on record — Int…
Western Digital Corporation (WDC) Q3 2026 Earnings Call Transcript
Western Digital Corporation (WDC) Q3 2026 Earnings Call April 30, 2026 4:30 PM EDTCompany ParticipantsAmbrish Srivastava - Vice President of Investor...…
Western Digital reports Q3 revenue up 45% YoY to $3.34B, vs. $3.25B est., and forecasts Q4 revenue above estimates; WDC drops 7%+ after hours (Anhata Rooprai/Reuters)
Anhata Rooprai / Reuters : Western Digital reports Q3 revenue up 45% YoY to $3.34B, vs. $3.25B est., and forecasts Q4 revenue above estimates; WDC drops 7%+ after hours — Western D…
Apple iPhone powers quarterly sales to $111B: ‘Demand was off the charts’
Sales of the iPhone, still the company’s best-selling product nearly 20 years after its introduction, were $56.99 billion.…
Tim Cook says iPhone sales, which slightly missed Q2 estimates, were held back by chip supply constraints, as "demand was off the charts" (Reuters)
From Reuters. View the full context on Techmeme.…
Apple sales beat expectations, but iPhone hits supply constraints
Quarterly sales and profits were $111.18-billion and $2.01 per share, above expectations of $109.66-billion and $1.95 per share, according to LSEG…
China Blocks Tech Acquisitions To Weaken America. The U.S. Shouldn't Follow Suit.
Rather than aiding our adversaries, American regulators should adopt creative policies that deter China's assault on American mergers.…
X-FAB Silicon Foundries SE (XFABF) Q1 2026 Earnings Call Transcript
X-FAB Silicon Foundries SE (XFABF) Q1 2026 Earnings Call April 30, 2026 12:30 PM EDTCompany ParticipantsDamien Macq - Chief Executive OfficerAlba Morganti -...…
Intel's stock more than doubles in April for best month in chipmaker's 55 years on Nasdaq
Intel's market cap more than doubled in April, boosted by a blowout earnings report and optimism that the chipmaker is in the midst of a revival.…
X-FAB Silicon Foundries SE 2026 Q1 - Results - Earnings Call Presentation
2026-04-30. The following slide deck was published by X-FAB Silicon Foundries SE in conjunction with their 2026 Q1 earnings call.…
AMD Q1 Preview: I Own It, But I'm Not Adding More Before The Print
Advanced Micro Devices, Inc.’s 50x forward earnings multiple reflects expected future growth. Click here to read an analysis of AMD stock now.…
Silicon Motion Q1: Momentum Has Limitations, Even If You Don't
Silicon Motion Technology has surged 260% since August 2024 Strong Buy rating, driven by robust fundamental improvements. Read more on SIMO stock here.…
Entegris, Inc. (ENTG) Q1 2026 Earnings Call Transcript
Entegris, Inc. (ENTG) Q1 2026 Earnings Call April 30, 2026 8:00 AM EDTCompany ParticipantsJeffrey Schnell - Vice President of Investor RelationsDavid Reeder...…
A Subtle Change Took Place For The Capex Story
Tech megacaps’ 2026 capex is rising; learn why this cycle differs and what it means for semiconductor suppliers (SMH) facing margin risk—read the full analysis here.…
Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — customers already reserving supply years ahead, while the wider DRAM market begins to tighten
Supply may never match exploding demand, despite massive investments in supply infrastructure…
The Semiconductor Pop Was Violent — the Pullback Could Be Too
Amkor Technology: Q1 Beats Across The Board, Showing Massive Room For AI Packaging Acceleration
Amkor Technology (AMKR) stays a Buy with a $100–$110 target, driven by AI advanced packaging demand, earnings beats, and 2026 growth catalysts—read now.…
AIXTRON SE 2026 Q1 - Results - Earnings Call Presentation
2026-04-30. The following slide deck was published by AIXTRON SE in conjunction with their 2026 Q1 earnings call.…
MUU: Tactical Positioning For Long-Term Secular Tailwinds
MUU offers traders amplified exposure to MU, but is best suited for short-term tactical trading due to the daily leverage reset. Find out why MUU ETF is a buy.…
Semiconductor stocks rise on Big Tech earnings, Qualcomm beat
Qualcomm: Not Correctly Priced For AI
Qualcomm’s weak handset sales mask AI data center upside, strong auto/IoT growth, and big buybacks. Click here to read an analysis of QCOM stock here.…
AMD's Breakout Run Is Only Getting Started
Advanced Micro Devices is experiencing a CPU-driven supercycle, with EPYC server demand and supply constraints signaling early-cycle upside. Learn more about AMD stock here.…
Qualcomm shares jump as optimism on smartphones, AI chips outweigh dismal forecast
Company seeks to diversify into high-growth segments such as data centre processors and autonomous vehicle chips…
Sources: strong AI demand in China nearly doubles prices for Nvidia's B300 servers to ~$1M each, as a crackdown on chip smuggling dries up black market supply (Reuters)
Reuters : Sources: strong AI demand in China nearly doubles prices for Nvidia's B300 servers to ~$1M each, as a crackdown on chip smuggling dries up black market supply — Strong de…
Samsung says the memory shortage will worsen in 2027 as customers are already placing orders for that year, leading to a projected supply gap larger than 2026 (Kim Jaewon/Nikkei Asia)
Kim Jaewon / Nikkei Asia : Samsung says the memory shortage will worsen in 2027 as customers are already placing orders for that year, leading to a projected supply gap larger than…
Global investors are shrugging off Iran worries and returning to markets in Asia, the ‘backbone of the whole AI value chain’
The AI boom is lifting markets across East Asia, yet energy concerns are causing Southeast Asia to lag behind.…
Chinese GPU maker Cambricon's Q1 revenue hits $423 million as country's homegrown AI chip market accelerates — Chinese chipmakers continue to leech market share from Nvidia
MetaX also posted strong growth, but remains unprofitable four months after its IPO.…
KLA Corporation: Positioned To Dominate Semiconductor Growth
KLA Corporation commands a near-monopoly in semiconductor process control systems, critical for AI-driven chip demand. Learn more on KLAC stock here.…
Samsung Electronics Co., Ltd. (SSNLF) Q1 2026 Earnings Call Transcript
Samsung Electronics Co., Ltd. (SSNLF) Q1 2026 Earnings Call April 29, 2026 9:00 PM EDTCompany ParticipantsDaniel Oh - Executive Vice President of Investor...…
Cognex: Reindustrialization And The Military Industrial Complex Can Drive Global Growth
Cognex is positioned to benefit from North American reindustrialization, military mobilization, and semiconductor market expansion. See why CGNX stock is a Buy.…
Silicon Motion Technology Corporation 2026 Q1 - Results - Earnings Call Presentation
2026-04-29. The following slide deck was published by Silicon Motion Technology Corporation in conjunction with their 2026 Q1 earnings call.…
Melexis NV 2026 Q1 - Results - Earnings Call Presentation
2026-04-29. The following slide deck was published by Melexis NV in conjunction with their 2026 Q1 earnings call.…
United Microelectronics Corporation 2026 Q1 - Results - Earnings Call Presentation
2026-04-29. The following slide deck was published by United Microelectronics Corporation in conjunction with their 2026 Q1 earnings call.…
Indie Semiconductor president Ichiro Aoki sells $201,965 in stock
QUALCOMM Incorporated 2026 Q2 - Results - Earnings Call Presentation
2026-04-29. The following slide deck was published by QUALCOMM Incorporated in conjunction with their 2026 Q2 earnings call.…
QUALCOMM Incorporated (QCOM) Q2 2026 Earnings Call Transcript
QUALCOMM Incorporated (QCOM) Q2 2026 Earnings Call April 29, 2026 4:45 PM EDTCompany ParticipantsBrett Simpson - Senior Vice President of Investor...…
Samsung profit surges over eight-fold to beat estimates as AI boom fuels memory chip crunch
Samsung Electronics reported an over eight-fold increase in first-quarter operating profits, hitting a new record and beating analysts' estimates.…
Amazon chips no longer just a side dish, they're a $20B biz
: The Trainium train keeps a-rollin'…
OpenLight, which designs custom application-specific photonic chips, raised $50M in a Series A extension, after raising $34M in August 2025 (Charlotte Trueman/DatacenterDynamics)
Charlotte Trueman / DatacenterDynamics : OpenLight, which designs custom application-specific photonic chips, raised $50M in a Series A extension, after raising $34M in August 2025…
The next casualty of Trump’s war is already here
It is the coldest-known substance on Earth used in a number of crucial parts of the global economy. And we are running low.…
ASE Technology Holding Co., Ltd. 2026 Q1 - Results - Earnings Call Presentation
2026-04-29. The following slide deck was published by ASE Technology Holding Co., Ltd.…
Nasdaq 100: AI Bubble Fears Overblown, Bullish Trend Intact Above 26,760 Key Intraday Support
Despite temporary sell-off triggered by concerns around OpenAI revenue, Nasdaq 100 stabilised, suggesting recent “AI bubble” worries are not yet supported by technical or momentum …
Korean Equities: Macro Recovery, Reform And AI
Korea’s growth rebounded in 2025, driven by strong semiconductor exports, supporting both economic momentum and equity market performance. Read more here.…
Filing: TSMC sold its remaining 1.11M Arm shares at $207.65 per share for a total of ~$231M this week; TSMC invested ~$100M in Arm's 2023 IPO at $51 per share (Wen-Yee Lee/Reuters)
Wen-Yee Lee / Reuters : Filing: TSMC sold its remaining 1.11M Arm shares at $207.65 per share for a total of ~$231M this week; TSMC invested ~$100M in Arm's 2023 IPO at $51 per sha…
Western Digital: This Bull Run May Just Be Starting
Western Digital's revenue is set to rebound, with Q3 sales expected to be up 40% YoY and adjusted EPS projected at $2.39. Check out why WDC stock is a Buy.…
Magnachip Semiconductor Corporation 2026 Q1 - Results - Earnings Call Presentation
2026-04-28. The following slide deck was published by Magnachip Semiconductor Corporation in conjunction with their 2026 Q1 earnings call.…
Venice Opera Cuts Ties With the Conductor Beatrice Venezi
FLKR: A Cheap AI Exposure
FLKR ETF offers targeted exposure to undervalued South Korean AI stocks, capped concentration, and Value-Up reforms. See here for more details.…
Magnachip Semiconductor Corporation (MX) Q1 2026 Earnings Call Transcript
Magnachip Semiconductor Corporation (MX) Q1 2026 Earnings Call April 28, 2026 5:00 PM EDTCompany ParticipantsCamillo Martino - Chairman of the Board &...…
How South Korea’s Samsung clan made a US$45 billion financial comeback in 1 year
The Lee dynasty is now Asia’s third-richest family, up from 10th last year, thanks to an AI-driven upswing in semiconductor valuations.…
The London Company International Equity Portfolio Q1 2026 Commentary
International markets faced volatility in early 2026 due to energy shocks and shifting rate expectations. Read the full analysis for more details.…
Scoring the Jensen-Dwarkesh debate
Export controls are holding back Chinese AI. Should we keep them?…
NXP Semiconductors N.V. 2026 Q1 - Results - Earnings Call Presentation
2026-04-28. The following slide deck was published by NXP Semiconductors N.V.…
NXP Semiconductors N.V. (NXPI) Q1 2026 Earnings Call Transcript
NXP Semiconductors N.V. (NXPI) Q1 2026 Earnings Call April 28, 2026 4:30 PM EDTCompany ParticipantsJeff Palmer - Senior Vice President of Investor...…
Ultra Clean Holdings, Inc. (UCTT) Q1 2026 Earnings Call Transcript
Ultra Clean Holdings, Inc. (UCTT) Q1 2026 Earnings Call April 28, 2026 4:45 PM EDTCompany ParticipantsRhonda Bennetto - Senior Vice President of Investor...…
Nordic Semiconductor ASA (NDCVF) Shareholder/Analyst Call Prepared Remarks Transcript
Nordic Semiconductor ASA (NDCVF) Shareholder/Analyst Call April 28, 2026 3:15 AM EDTCompany ParticipantsDieter MayChristian Skovly-Guttormsen - Head of...…