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Friday 1 August 2025
ASE maxes out Taiwan backend capacity on AI, automotive demand
ASE Holdings posted solid growth in advanced packaging and testing in the first half of 2025, fueled by robust demand for AI-related high-performance computing (HPC) chips. However,...
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...
Thursday 31 July 2025
Qualcomm sees handset rebound by year-end, signals strength in China amid Apple drag
Qualcomm anticipates renewed growth in its handset business in the fourth quarter of fiscal 2025, driven by strong Android momentum and new chip launches, even as revenue tied to...
Thursday 31 July 2025
Qualcomm posts solid Q3, but Apple warning clouds outlook
On July 30, Qualcomm reported a 10% year-on-year increase in revenue for its fiscal third quarter, driven by strong growth in IoT and automotive segments. However, its mixed outlook...
Wednesday 30 July 2025
Huaqin joins Nexchip board with 6% stake purchase from Powerchip
Nexchip Semiconductor said on July 29 that major shareholder Powerchip Innovation Investment Holdings will transfer a 6% stake — equal to 120,368,109 shares — to Huaqin...
Wednesday 30 July 2025
Taiwan manufacturers adopt three-step survival strategy in response to tariff disruptions and economic downturn
As the US prepares to announce reciprocal tariffs on Taiwan, concerns persist over the potential impact on Taiwanese industries, including exports, technology, and agriculture. If...
Wednesday 30 July 2025
Tesla AI6 chip order puts Samsung's auto semiconductors on the map
Tesla CEO Elon Musk has confirmed that the company's next-generation autonomous driving chip, the AI6, will be manufactured by Samsung Electronics at its Texas-based foundry. The...
Monday 28 July 2025
Young Optics turns profitable on insurance claim despite core business losses
Taiwan's Young Optics posted first-half 2025 net income of NT$8.22 million (US$252,000) after fire insurance compensation offset operating losses, as the optical components manufacturer...
Monday 28 July 2025
STMicro swings to loss, scoops up NXP sensors in US$950 million reset
STMicroelectronics posted its first operating loss in over a decade, driven by US$190 million in restructuring and impairment charges amid soft automotive and industrial chip demand...
Friday 25 July 2025
Tesla's outlook dims amid multiple challenges; auto chip industry remains cautious on market recovery
This week, several US automotive electronics companies, including Tesla, NXP, and Texas Instruments (TI), released their financial reports and shared their perspectives on the market...
Friday 25 July 2025
Tesla's price cuts challenge premium brand positioning as EV competition intensifies
Tesla's aggressive price-cutting strategy risks undermining its luxury brand status as the electric vehicle (EV) pioneer prepares to launch affordable models in the second half of...
Thursday 24 July 2025
Mitsubishi pulls plug on China engine JV, redirects focus to EVs and ASEAN markets
Mitsubishi Motors has announced the end of its engine production operations in China, effectively terminating its joint venture with local partners. This marks the company's complete...
Thursday 24 July 2025
What did Japan give up to lower US tariffs?
Japan has pledged to invest US$550 billion in the US economy under a sweeping trade deal unveiled July 22, 2025, aiming to avert steep auto tariffs. The pact expands US access to...
Thursday 24 July 2025
Car industry questions Huawei's no car-making pledge as HIMA surges
Huawei's Harmony Intelligent Mobility Alliance (HIMA) reached top five in total sales in June, just one spot behind Tesla China, an indication of the beginning of Huawei's path to...
Thursday 24 July 2025
New trade deal likely to have minor effect on Japanese auto market, say analysts
With Japan agreeing to invest US$550 billion in US markets and open sectors including automobiles, rice, and agricultural products under a new trade agreement in exchange for the...