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NEWS TAGGED 2025
Friday 1 August 2025
Macronix hit by forex losses in 2Q but stays on course for 2025 profitability
Macronix International reported a wider second-quarter 2025 loss, citing seasonal weakness and significant forex losses from the sharp appreciation of the New Taiwan dollar. President...
Friday 1 August 2025
Liteon turbocharges Taiwan-US expansion as AI drives growth surge
Liteon Technology reported double-digit sequential and annual growth in consolidated revenue for the second quarter of 2025, with all core business units contributing to the gains...
Friday 1 August 2025
Tariffs & FX issues trap consumer electronics supply chain in profit-to-loss cycle
The US reciprocal tariff policy has disrupted the shipment patterns of consumer electronics. Piao-Fu Chen, chairman of leading plastic injection and mold manufacturer Nishoku Technology,...
Friday 1 August 2025
Apple cites AI investments for rising capex, tempers current quarter growth expectations despite pull-ahead sales
Apple's capex saw a notable rise in the third quarter of the fiscal year 2025, primarily driven by growing investments in artificial intelligence (AI). During the company's earnings...
Friday 1 August 2025
Apple's June-quarter rebound offers momentum, but AI, tariffs, and product shifts pose questions
Apple reported its strongest quarterly growth since 2021, with revenue up 9.6% year-over-year to US$94.04 billion in the third quarter of fiscal 2025, driven by strong iPhone and...
Friday 1 August 2025
Amazon delivers strong 2Q25 growth, but AWS performance tempers investor enthusiasm
Amazon's second-quarter fiscal 2025 revenue rose 13% year-over-year to US$167.7 billion. Operating income jumped 31% to US$19.17 billion, though softer-than-expected cloud growth...
Friday 1 August 2025
Apple braces for US$1.1B in tariffs as Cook outlines strategy to localize production
Apple is preparing for an estimated US$1.1 billion in tariff-related costs in the September quarter, CEO Tim Cook revealed during the company's third-quarter fiscal 2025 earnings...
Friday 1 August 2025
Apple sees growth in China, accelerates AI investments amid strong 3QFY25 performance
During Apple's third-quarter fiscal year 2025 earnings call, CEO Tim Cook highlighted renewed momentum in Greater China, where revenue rose 4% quarter-over-quarter. This improvement...
Friday 1 August 2025
US imposes 20% tariff on Taiwan, surpassing rates on key Asian exporters
President Donald J. Trump signed a new executive order on July 31, revising tariffs on imports from various countries to address persistent US trade deficits, with Taiwan facing a...
Friday 1 August 2025
Murata's MLCC shipments remain strong in Taiwan despite price wars with Chinese manufacturers
Murata released its financial results for the second quarter of 2025, reporting consolidated operating profit of JPY61.6 billion (US$414.5 million), down 7.2% year-over-year; net...
Friday 1 August 2025
LGES inks major LFP battery supply deal, Tesla tipped as mystery client
LG Energy Solution (LGES) has signed a lithium iron phosphate (LFP) battery supply deal worth KRW5.94 trillion (approx. US$4.25 billion). Although the customer was not named due to...
Friday 1 August 2025
AUO reorganizes top team; Paul Peng, Frank Ko to co-lead groupwide strategy

AU Optronics (AUO) posted second-quarter 2025 revenue of NT$69.24 billion (approx. US$2.31 billion), marking a 4.0% decline from...

Friday 1 August 2025
Major IPC suppliers begin new certification; DDR4 price surge expected to last until late 2025
Leading memory manufacturers have successively announced end-of-life (EOL) plans for DDR4 DRAM, with memory module vendors reporting strong order momentum from end customers in the...
Friday 1 August 2025
The chip nobody talks about: US and China's hidden agendas behind H20's silent comeback
Nvidia's H20 chips were recently cleared for export to China again, but industry reactions vary. Some companies are actively stockpiling out of concern that renewed tensions between...
Thursday 31 July 2025
Hyundai chief joins Samsung, Hanwha in US tariff blitz
Hyundai Motor Group Executive Chair Chung Eui-sun will visit Washington on July 30 to back South Korea's final-stage trade negotiations with the US, joining Samsung Chairman Lee Jae-yong...