China unveils CPU-only exascale supercomputer plan, targets 2 ExaFLOPS without GPUs
Advantest beats on AI chip testing, cautious outlook dents shares
Japan’s Advantest closed its fiscal year with strong results, highlighting how AI-driven chip demand is reshaping semiconductor testing economics, even as a cautious outlook weighed on sentiment.
Hardware bottlenecks emerge as humanoid robotics race intensifies
Apple’s fiscal 2Q in numbers: iPhone surge, China rebound, margins hold
Apple Inc. beat Wall Street expectations in its fiscal second quarter, with strong iPhone demand, resilient Services growth and a rebound in China driving a broad-based earnings outperformance.
Apple earnings call signals a supply-constrained handoff to the Ternus era
Apple’s fiscal second-quarter earnings call was less about the beat and more about positioning the next phase of leadership. The message was controlled and deliberate: demand is strong, constraints are external, and incoming CEO John Ternus represents continuity with sharper hardware and AI execution.