KLA raised its outlook for the global wafer equipment market and forecast record revenue for the current quarter after reporting better-than-guidance fourth-quarter results, citing sustained investment in artificial intelligence infrastructure, advanced semic…
NXP Semiconductors' latest earnings call revealed more than another set of quarterly results. With the financial figures already widely reported, the more important takeaway was management's outlook on physical AI, software-defined vehicles and the company's …
Omnicom CEO John Wren just said the quiet part out loud: nobody’s actually priced AI yet. The admission came on the holdco’s Q2 earnings call yesterday, in response to an analyst question on where AI is driving the biggest cost savings, and, more pointedly, w…
Investment firm Sixth Street Partners and South Korea’s SK Telecom Co. are among bidders for a significant stake in Southeast Asia’s Bridge Data Centres, according to people familiar with the matter.
Asian chipmakers have been at the epicentre of this year's AI-driven rally and, more recently, investor concerns about its staying power, sparking sharp market swings.
