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Thursday 15 May 2025
Samsung reportedly considers outsourcing memory photomask production; raises concerns over domestic supply
Samsung Electronics is reportedly planning to outsource the production of photomasks used in memory manufacturing. To prevent technology leaks, Samsung has traditionally produced...
Thursday 15 May 2025
Foxconn expects AI servers to drive over half of 2025 server revenue amid surging demand and Middle East opportunities
AI servers are emerging as a dominant revenue driver for leading ODM vendors in 2025, with Foxconn at the forefront of this trend. Despite lingering concerns about potential supply...
Thursday 15 May 2025
Venture Corp reports 7.5% revenue drop in 1Q25 on weaker consumer tech demand
Venture Corp reported declining revenue in the first quarter, as improved product durability in its Lifestyle Consumer segment curbed replacement demand. Despite the dip, the Singapore-based...
Thursday 15 May 2025
Pegatron reports strong profit growth driven by non-operating income and automotive electronics
On May 14, Pegatron announced its financial results for the first quarter of 2025, showcasing robust net profit growth despite a decline in core business performance. Fueled by strong...
Thursday 15 May 2025
Hiroca leverages Mexico, China plants to offset tariff impact and tap rising automotive demand
Following the US automotive tariff, the industry is reassessing production line adjustments. Notably, China is experiencing rising demand in its automotive sector. In response, Hiroca...
Thursday 15 May 2025
AI computing power race continues amidst Trump tariff uncertainties
Global tech markets are closely monitoring AI server shipments and generative AI evolution as the industry enters a new phase of computing power competition. Economic uncertainties...
Thursday 15 May 2025
Memory market roars back: Adata's 1Q profits soar, capacity maxed out through July
Adata Technology reported strong first-quarter 2025 results as memory prices rebounded and customer demand surged. Spot prices for both DRAM and NAND flash began climbing in February,...
Thursday 15 May 2025
Quanta forecasts strong Q2 as AI server demand powers record earnings
Quanta Computer posted record first-quarter 2025 results on May 14, with gross margin reaching 7.92% and operating margin climbing to an all-time high of 5.07%. Net income after tax...
Thursday 15 May 2025
BYD's PHEV strategy accelerates in Europe, catching competitors off guard
China's new energy vehicle leader and the world's third-largest automaker, BYD, made headlines by topping plug-in hybrid electric vehicle (PHEV) sales in Europe in March. This milestone...
Wednesday 14 May 2025
Foxconn bets on AI servers to counter tariff and currency headwinds
Foxconn Precision Industry held its first quarter 2025 earnings call on May 14. Chairman Young Liu stated that due to US tariff policies and recent exchange rate fluctuations impacting...
Wednesday 14 May 2025
Nvidia's 1.6T optical module hits production snag, mass manufacturing delayed to 1Q26
Major international cloud service providers have reportedly slowed data center expansion, raising concerns over a potential slowdown in demand for optical communications modules....
Wednesday 14 May 2025
Imaging specialist Ability unveils new machine vision modules for next-gen automation and edge AI
Taiwan-based optical imaging solutions provider Ability Enterprise is accelerating its diversification strategy by entering the machine vision market. The company has launched two...
Wednesday 14 May 2025
Flex doubles European power capacity with new Poland facility to meet AI-driven data center demand
Flex's Critical Power division, Anord Mardix, is expanding its European critical power operations through a significant investment in a new facility in southern Poland. The site,...
Wednesday 14 May 2025
Taiwan's machinery rebound overshadow by rising currency drag
The Taiwan Association of Machinery Industry (TAMI) reported that Taiwan's machinery exports hit US$2.422 billion in April 2025, up 7.7% compared to the same period last year. Cumulative...
Wednesday 14 May 2025
Cloud market remains strong as top trio CSPs report capacity constraints
Global enterprise spending on cloud infrastructure reached US$94 billion in the first quarter of 2025, marking a 23% year-over-year increase. Amazon's AWS continues to lead the market,...