FUJIFILM Corporation will invest approximately 10 billion yen at its Kanagawa Factory, Odawara Site, to increase its production capacity for data storage magnetic tape by approximately five times. The investment will strengthen Fujifilm's stable supply system for magnetic tape in response to growing data archiving demand accompanying the spread of generative AI. This investment, to be made from fiscal 2026 through fiscal 2028, will be used to expand manufacturing facilities and increase personnel to strengthen the production structure.

The rapid spread of generative AI and cloud services is driving exponential growth in the volume of data generated worldwide. As a result, establishing environments in which the enormous amounts of data accumulated through AI training and inference as well as the digitalization of business activities can be stored and utilized securely and efficiently is becoming increasingly important in supporting the digital society. Magnetic tape can store large volumes of data over long periods at low cost and can also be physically isolated from networks.

Bose Corporation, a global leader in audio innovation and research, announced today it has acquired Skullcandy, a lifestyle audio brand known for its bold products that bring together sound, style, and performance. Bose and Skullcandy have each spent decades finding new ways to bring people closer to the music they love. Together, they'll combine Bose's audio expertise, technology, and global reach with Skullcandy's design, understanding of its consumers, and authentic community connections to create new products and experiences and accelerate growth.

The acquisition follows a multi-year partnership that has already brought Sound by Bose technology to Skullcandy earbuds and headphones. The companies have seen firsthand how their strengths can come together to create products consumers love while staying true to what makes Skullcandy special, providing a foundation to accelerate further collaboration and innovation.

Nanya Technology Corporation ("NTC", TWSE: 2408), today announced its results of operations for the third quarter, ended September 30, 2026. NTC's quarterly sales revenue was NT$133,649 million, a 61.9 percent increase compared to that in the second quarter of 2026. In the third quarter of 2026, average selling prices (ASP) increased by more than sixty percent and bit shipment decreased by mid-single digit percent quarter over quarter.

Gross profit of the quarter was NT$114,482 million; gross margin was 85.7 percent, a 6.2 percentage points improvement from that in the previous quarter. Operating income of the quarter was NT$106,894 million; operating margin was 80.0 percent; a 6.3 percentage points improvement from that in the last quarter. Non-operating income of the quarter was NT$2,438 million. The Company had net income of NT$87,627 million, with net margin of 65.6 percent.

Kioxia Corporation, a subsidiary of Kioxia Holdings Corporation (TOKYO: 285A) and Sandisk Corporation (NASDAQ: SNDK) today announced anticipated significant investments in Japan, totaling over $31 billion (approximately 5 trillion yen) contingent upon government support. The investments through 2032 will continue to strengthen the Kioxia and Sandisk partnership, one of the most successful joint ventures across any industry. The partnership has helped drive decades of NAND flash memory innovation and invested over $50 billion (approximately 9 trillion yen) in Japan over the past 25 years. Kioxia and Sandisk will continue to deliver leading technology to support the growing demands of an AI and a data-driven world.

Aligned with market trends, these investments will support the ongoing buildout of infrastructure at the Yokkaichi Plant and the Kitakami Plant, along with related infrastructure, technology. Kioxia and Sandisk each has committed to drive meaningful, multi-year bit growth and ensuring stable supply to address the strong demand for their innovative flash memory technology. In line with these commitments, the announced investments are intended to fuel the joint venture's long-term success and ability to deliver leading-edge flash memory innovations at scale and with stability.

Sony Semiconductor Solutions Corporation ("Sony") and Taiwan Semiconductor Manufacturing Company Limited ("TSMC") (TWSE: 2330, NYSE: TSM) today announced the execution of a legally binding definitive agreement for the establishment of Advanced Vision Semiconductor Manufacturing Corporation as a joint venture ("JV") in Koshi City, Kumamoto Prefecture, Japan. The JV will serve as a core hub for the development and manufacturing activities required for the volume production of image sensors for smartphones utilizing advanced manufacturing process technology. The JV is expected to commence volume production in 2029.

Sony will be the sole controlling shareholder and the JV is planned to operate as a consolidated subsidiary of Sony Group Corporation. The Representative Director of the JV is planned to be appointed by Sony.

Intel Corporation today announced the appointment of Dean Jarnac as executive vice president and chief sales officer. Jarnac will lead Intel's global sales organization—strengthening Intel's customer relationships and go-to-market execution across its product portfolio, including client, data center, AI, networking, and ASICs.

"Customer focus and execution are central to Intel's strategy and future success," said Lip-Bu Tan, Intel CEO. "Dean is a proven leader with deep industry relationships and a strong track record of building high-performance sales organizations. His customer-first mindset, operational discipline, and extensive semiconductor experience will help us deepen customer partnerships and accelerate growth across our business."

Intel Corporation today announced the appointment of Seok-Hee Lee as executive vice president of Intel Foundry, reporting directly to CEO Lip-Bu Tan. In this role, Lee will lead all advanced packaging, system integration, back-end technology development, and back-end manufacturing, strengthening Intel's ability to deliver differentiated, system-level innovation for customers.

Seok-Hee Lee Appointed to Lead Advanced Packaging
As part of the continued evolution of the Intel Foundry strategy, the company is establishing advanced packaging as a focused business with dedicated leadership. This reflects the growing importance and complexity of packaging as a key enabler of performance, power efficiency, and heterogeneous integration across AI systems.

Intel Corporation today announced two key leadership appointments to strengthen its core product business and advance the company's innovation agenda.

Alex Katouzian Appointed to Lead Client Computing & Physical AI Group
Alex Katouzian will join Intel as executive vice president and general manager of the Client Computing and Physical AI Group. In this role, Katouzian will align Intel's client computing business with emerging physical AI systems that span robotics, autonomous machines, and other AI devices.

Western Digital Corporation (Nasdaq: WDC) today reported fiscal third quarter 2026 financial results for the period ended April 3, 2026.

"WD started calendar year 2026 with great execution, driving strong sequential and year-over-year revenue growth in all our end markets, while expanding gross and operating margins. Gross margin exceeded 50%, reflecting our continued delivery of innovation across an expanding set of customers. Given our confidence in the durability of our business, we are also announcing a 20% increase in the quarterly cash dividend on the company's common stock to $0.15 per share," said Irving Tan, CEO of WD. "The demand drivers are clear: Virtually every AI workload, from training, inference, agentic AI to physical AI, creates data that is stored persistently and cost-efficiently on HDDs."

Intel Corporation today announced the appointment of Aparna Bawa as EVP, chief legal & people officer. Bawa will report directly to CEO Lip-Bu Tan and will lead Intel's global legal, ethics, compliance, people, and culture organizations as the company accelerates its transformation and execution agenda.

"The role of legal and people leadership has never been more critical as Intel drives cultural transformation with discipline, speed, and integrity," said Intel CEO Lip-Bu Tan. "Aparna brings a rare combination of operational rigor, business judgment, and people-first leadership. Her experience helping scale global technology companies through periods of significant change will be invaluable as we build a stronger, more agile Intel."

Intel Corporation (Nasdaq: INTC) and Apollo (NYSE: APO) today announced a definitive agreement for Intel to repurchase the 49% equity interest in the joint venture related to Intel's Fab 34 in Ireland not held by Intel for $14.2 billion. The agreement reflects Intel's continued business momentum underpinned by the growing and essential role CPUs play in the era of AI, a significantly strengthened balance sheet and the strong partnership between Intel and Apollo.

In 2024, Apollo-managed funds and affiliates led an $11.2 billion investment to acquire a 49% equity interest in a joint venture entity related to Fab 34, providing Intel with equity-like capital while preserving balance sheet strength. This transaction provided Intel with significant financial flexibility and enabled the company to unlock and redeploy capital to advance its strategic priorities including accelerating the buildout of Intel 4 and Intel 3, the most advanced processes manufactured in Europe, and of Intel 18A, the most advanced process developed and manufactured in the U.S. today.

Intel Corporation today announced that its board of directors has elected Dr. Craig H. Barratt as independent chair, effective following the company's Annual Stockholders' Meeting on May 13, 2026. Barratt will succeed Frank D. Yeary, who is retiring from the board and will not stand for reelection at the Annual Meeting. Yeary has served as a director since 2009 and as chair since 2023.

"On behalf of the board and the entire company, I want to thank Frank for his commitment to Intel and his strong leadership as chair during one of the most consequential periods in Intel's history," said Lip-Bu Tan, CEO, Intel. "Frank led the effort to bring me in as the company's CEO, encouraged disciplined board oversight, and reinforced strong board governance. With his and the board's support, I have been empowered to take decisive actions to strengthen our financial foundation, advance our process roadmap and position the company for long-term competitiveness. His leadership helped guide Intel through a period of transformation and onto firmer footing for the next phase."

Silicon Motion Technology Corporation (NasdaqGS: SIMO) ("Silicon Motion," the "Company," "we" or similar terms) today announced its financial results for the fourth quarter and year ended December 31, 2025. For the fourth quarter of 2025, net sales (GAAP) increased sequentially to $278.5 million from $242.0 million in the third quarter of 2025. Net income (GAAP) also increased sequentially to $47.7 million, or $1.41 per diluted American depositary share ("ADS") (GAAP), from net income (GAAP) of $39.1 million, or $1.16 per diluted ADS (GAAP), in the third quarter of 2025.

For the fourth quarter of 2025, net income (non-GAAP) increased sequentially to $42.7 million, or $1.26 per diluted ADS (non-GAAP), from net income (non-GAAP) of $33.8 million, or $1.00 per diluted ADS (non-GAAP), in the third quarter of 2025. All financial numbers are in U.S. dollars unless otherwise noted.

Sandisk Corporation (Nasdaq: SNDK) today reported fiscal second quarter financial results.

"This quarter's performance underscores our agility in capitalizing on better product mix, accelerating enterprise SSD deployments, and strengthening market demand dynamics, all at a time when the critical role that our products play in powering AI and the world's technology is being recognized," said David Goeckeler, CEO, Sandisk. "Our structural reset to align supply with attractive, sustained demand positions us to drive disciplined growth and deliver industry-leading financial performance."

Kioxia Corporation, a subsidiary of Kioxia Holdings Corporation (TOKYO: 285A), and Sandisk Corporation (NASDAQ: SNDK) today announced the extension of their joint venture agreements at Kioxia's Yokkaichi Plant for an additional five years. Originally set to expire on December 31, 2029, the agreement will now run through December 31, 2034, marking another significant milestone in the companies' remarkable partnership spanning more than 25 years.

This extension underscores the deep collaboration between Kioxia and Sandisk, as they continue to leverage AI-enabled smart manufacturing and economies of scale to ensure stable production of advanced 3D flash memory. Their advanced 3D memory products are critical for addressing the growing demand driven by generative AI applications. Furthermore, the joint venture agreement for Kioxia's Kitakami Plant is aligned with the Yokkaichi agreement through December 31, 2034.

Western Digital Corporation (Nasdaq: WDC) today reported fiscal second quarter 2026 financial results for the period ended January 2, 2026.

"Western Digital's strong performance this quarter reflects our disciplined execution to meet demand in the AI-driven data economy, and the confidence our customers place in our ability to deliver reliable, high-capacity HDDs at scale," said Irving Tan, CEO of Western Digital. "In our fiscal second quarter, we delivered strong revenue growth and gross margin expansion. During the quarter, free cash flow generation continued to be strong, and we returned over 100% of our free cash flow to shareholders in the form of share repurchases and dividend payments."

Intel Corporation today reported fourth-quarter and full-year 2025 financial results. "Our conviction in the essential role of CPUs in the AI era continues to grow," said Lip-Bu Tan, Intel CEO. "We delivered a solid finish to the year and made progress on our journey to build a new Intel. The introduction of our first products on Intel 18A - the most advanced process technology developed and manufactured in the United States - marks an important milestone, and we're working aggressively to grow supply to meet strong customer demand. Our priorities are clear: sharpen execution, reinvigorate engineering excellence, and fully capitalize on the vast opportunity AI presents across all of our businesses."

"We exceeded Q4 expectations across revenue, gross margin, and EPS even as we navigated industry-wide supply shortages," said David Zinsner, Intel CFO. "We expect our available supply to be at its lowest level in Q1 before improving in Q2 and beyond. Demand fundamentals across our core markets remain healthy as the rapid adoption of AI reinforces the importance of the x86 ecosystem as the world's most widely deployed high-performance compute architecture."

According to the International Data Corporation (IDC) Worldwide Quarterly Server Tracker, the server market reached a record $112.4 billion dollars in revenue during the third quarter of the year. This quarter showed another high double digit-growth rate by reaching a year-over-year (YoY) increase of 61% in vendor revenue compared to the same quarter of 2024. Revenue generated from x86 servers increased 32.8% in 2025Q3 to $76.3 billion while Non-x86 servers increased 192.7% YoY to $36.2 billion.

Revenue for servers with an embedded GPU in the third quarter of 2025 grew 49.4% year-over-year representing more than half of the server market revenue. The fast pace at which hyperscalers and cloud service providers have been adopting servers with embedded GPUs has fueled the server market growth which almost doubled in size compared to 2024 with revenue of $314.2 billion dollars for the first three quarters of 2025.

Intel Corporation today announced a series of senior leadership appointments that support the company's strategy to strengthen its core product business, build a trusted foundry, and foster a culture of engineering across the business.

Kevork Kechichian Appointed to Lead Data Center Group
Kevork Kechichian has joined Intel as executive vice president and general manager of the Data Center Group (DCG). In this role, he will lead Intel's data center business across cloud and enterprise, including the Intel Xeon processor family.

Intel Corporation today announced an agreement with the Trump Administration to support the continued expansion of American technology and manufacturing leadership. Under terms of the agreement, the United States government will make an $8.9 billion investment in Intel common stock, reflecting the confidence the Administration has in Intel to advance key national priorities and the critically important role the company plays in expanding the domestic semiconductor industry.

The government's equity stake will be funded by the remaining $5.7 billion in grants previously awarded, but not yet paid, to Intel under the U.S. CHIPS and Science Act and $3.2 billion awarded to the company as part of the Secure Enclave program. Intel will continue to deliver on its Secure Enclave obligations and reaffirmed its commitment to delivering trusted and secure semiconductors to the U.S. Department of Defense. The $8.9 billion investment is in addition to the $2.2 billion in CHIPS grants Intel has received to date, making for a total investment of $11.1 billion.

Intel Corporation today reported second-quarter 2025 financial results.

"Our operating performance demonstrates the initial progress we are making to improve our execution and drive greater efficiency," said Lip-Bu Tan, Intel CEO. "We are laser-focused on strengthening our core product portfolio and our AI roadmap to better serve customers. We are also taking the actions needed to build a more financially disciplined foundry. It's going to take time, but we see clear opportunities to enhance our competitive position, improve our profitability and create long-term shareholder value."

It's April 25th, 2025!!… So that means that…World of Goo 2—the followup to the indie-hit classic World of Goo, which was released almost 17 years ago…is available…EVERYWHERE! We're currently in the middle of running a fabulous Tomorrow Corporation/2DBOY Publisher Sale until Monday, April 28th—but the fun doesn't stop there! Starting today through May 9th we're offering a launch discount of 15% off World of Goo 2 on Steam and GOG, and if you already own the award-winning World of Goo… you'll get an additional 15% off as an extra Thank You from the World of Goo 2 team! We're also running a bundle for additional savings if you also want to buy the soundtrack!

Discover realistic flowing, splashing, viscous liquid. Route the flow of liquid like a river, convert it into Goo Balls, extinguish fires, and solve puzzles. WHAT STRANGE NEW CREATURES!: discover new species of Goo: Jelly Goo, Liquid Launchers, Growing Goo, Shrinking Goo, Explosive Goo, and more. All with mysterious new properties. WELCOME TO…a thrilling new story to explore over the course of 5 new chapters, bursting with over 60 new levels, each featuring additional challenges.

Team, (yesterday) we reported our Q1 2025 results. It was a step in the right direction as we delivered revenue, gross margin and EPS (earnings per share) above our guidance, driven by Dave and Michelle's leadership. I want to thank them both, and all of you, for the good execution. We need to build on this progress—and it won't be easy. We are navigating an increasingly volatile and uncertain macroeconomic environment, which is reflected in our Q2 outlook. On top of that, there are many areas where we must improve. We need to confront our challenges head-on and take swift actions to get back on track. As I have said, this starts by revamping our culture. The feedback I have received from our customers and many of you has been consistent. We are seen as too slow, too complex and too set in our ways—and we need to change. Our flatter Executive Team (ET) structure that I shared last week was a first step. The next step is to drive greater simplicity, speed and collaboration across the entire company. To achieve these objectives, today I am announcing some important changes.

Becoming an Engineering-Focused Company
We need to get back to our roots and empower our engineers. That's why I elevated our core engineering functions to the ET. And many of the changes we will be driving are designed to make engineers more productive by removing burdensome workflows and processes that slow down the pace of innovation. To make necessary investments in our engineering talent and technology roadmaps, we need to find new ways to reduce our costs. While we have taken significant actions in the last year, our current cost structure is still well above competitive benchmarks. With that in mind, we have reduced our operating expense and capital spending targets going forward, which I will discuss during our investor call this afternoon.

According to the International Data Corporation (IDC) Worldwide Quarterly Server Tracker, the server market reached a record $77.3 billion dollars in revenue during the last quarter of the year. This quarter showed the second highest growth rate since 2019 with a year-over-year increase of 91% in vendor revenue. Revenue generated from x86 servers increased 59.9% in 2024Q4 to $54.8 billion while Non-x86 servers increased 262.1% year over year to $22.5 billion.

Revenue for servers with an embedded GPU in the fourth quarter of 2024 grew 192.6% year-over-year and for the full year 2024, more than half of the server market revenue came from servers with an embedded GPU. NVIDIA continues dominating the server GPU space with over 90% of the total shipments with and embedded GPU in 2024Q4. The fast pace at which hyperscalers and cloud service providers have been adopting servers with embedded GPUs has fueled the server market growth which has more than doubled in size since 2020 with revenue of $235.7 billion dollars for the full year 2024.

Micron Technology Inc. today announced it has appointed two experienced business leaders, Mark Liu and Christie Simons, to its board of directors.

Liu spent over 30 years with Taiwan Semiconductor Manufacturing Company (TSMC), where he held increasingly important leadership positions, including senior vice president (2004-2012), co-chief operations officer (2012-2013), president and co-CEO (2013-2018), and executive chairman (2018-2024). Under his leadership, TSMC became the world's largest semiconductor foundry. Currently, he is the founder and chairman of J&M Copper Beech Ventures, a multi-strategy investment fund. Liu began his career at Intel Corporation as part of the company's development of its 32-bit microprocessor technology. He then moved to AT&T Bell Laboratory where he conducted fundamental high-speed electronics research. Liu's other board commitments include the University of California, Berkeley Engineering Advisory Board. He holds a bachelor's degree in electrical engineering from National Taiwan University, and master's and Ph.D. degrees in electrical engineering and computer science from the University of California, Berkeley.