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Monday 20 October 2025
Micron warns DRAM market tightness to worsen through 2026
Micron Technology's executive vice president and chief business officer Sumit Sadana has forecast that the DRAM market will remain extremely tight, with supply-demand imbalances intensifying...
Monday 20 October 2025
Micron exits China data center market amid policy restrictions
Micron Technology plans to stop supplying server chips to data centers in China but will continue selling chips to customers in the country's automotive and smartphone sectors, according...
Monday 20 October 2025
Dixon sees strong growth across mobile, telecom, and IT hardware segments
Dixon Technologies reported strong growth across its mobile, telecom, and IT hardware divisions in the second quarter of fiscal 2026, driven by new joint ventures, expanding production...
Monday 20 October 2025
Tim Cook shifts focus from supply chain to connecting with China's Gen Z
Apple CEO Tim Cook received a custom Labubu during his recent visit to China, where he met with Pop Mart founder Wang Ning and Labubu creator Kasing Lung. This meeting has sparked...
Monday 20 October 2025
Dixon reports strong revenue and profit growth in 2QFY26
On October 17, 2025, Dixon Technologies posted robust results for the second quarter of fiscal year 2026 (April 2025 to March 2026), with revenue rising 28.8% year-on-year to INR148.55...
Sunday 19 October 2025
Foxconn relaunches energy arm to target China's energy storage market
Foxconn has officially rebranded its energy storage business in China as Fox EnerStor, marking a key milestone in its expansion across the new energy sector. The upgraded brand will...
Friday 17 October 2025
Tim Cook reaffirms commitment to China amid trade tensions
Apple CEO Tim Cook met with China's Minister of Commerce Wentao Wang on October 16, 2025, once again emphasizing that Apple will continue to deepen its presence in the Chinese mark...
Friday 17 October 2025
Audix sales driven by AI, EV, and medical growth in 3Q25
Electronic components distributor Audix has demonstrated operational resilience with steady revenue growth in the third quarter of 2025, when gross margin surged past 30% to reach...
Thursday 16 October 2025
Qualcomm faces China antitrust probe over Autotalks acquisition
Ten years ago, Qualcomm paid the largest antitrust fine in China's market regulation history. It has yet again violated China's policies, this time because its acquisition case was...
Thursday 16 October 2025
HPE posts record quarterly revenue but sees sharp profit decline
Hewlett Packard Enterprise (HPE) posted record revenue but weaker margins in its fiscal third quarter of 2025, reflecting both the strength of AI infrastructure demand and the costs...
Thursday 16 October 2025
ASML expects China sales to normalize after exceptional growth cycle
ASML said it expects its sales in China to decline significantly in 2026, characterizing the shift not as a downturn but as a return to normal market conditions following an unusually...
Thursday 16 October 2025
Apple reportedly seeks tax law changes for iPhone machinery in India
Apple is lobbying the Indian government to amend income tax rules that could otherwise impose billions of dollars in taxes on its iPhone operations, sources familiar with the matter...
Wednesday 15 October 2025
Nvidia set to overtake Apple as TSMC's biggest customer in 2025
A seismic shift is underway in the global semiconductor industry. After a decade as the undisputed top client for chipmaking giant TSMC, Apple is on the verge of being unseated by...
Wednesday 15 October 2025
Samsung's rebound sparks optimism across South Korean semiconductor supply chain
As Samsung Electronics' performance rebounds, previously stagnant sectors such as materials, components, and equipment are expected to regain momentum. Improved performance across...
Wednesday 15 October 2025
Samsung Semiconductor reshapes strategy from memory to foundry
Samsung Electronics' Device Solutions (DS) Division, responsible for its semiconductor business, is reportedly crafting a new strategic blueprint tailored to each segment's characteristics...