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Friday 16 May 2025
Applied Materials looks beyond China, leans into AI and memory
Applied Materials sees 2Q25 strength amid China spending slowdown and rising competition from SiCarrier
Friday 16 May 2025
Microip champions ASIC path as legacy IC design hits wall
Microip Inc., a Taipei-based ASIC startup, held a pre-Computex briefing to unveil its 2025 product roadmap. With global demand for ASIC solutions rising, Chairman James Yang outlined...
Friday 16 May 2025
AI server boom powers Wonderful Hi-Tech's 1Q surge as high-speed cable shipments hit stride
Taiwan's Wonderful Hi-Tech Co. reported strong first-quarter of 2025 results and reaffirmed its full-year revenue growth outlook of 20–25%, shrugging off headwinds from currency...
Thursday 15 May 2025
ChipMOS prioritizes utilization boost: NOR Flash demand drives optimism for 2H25
Taiwan-based IC backend house ChipMOS Technologies reported a 23% drop in net profit for the first quarter of 2025, despite a slight increase in revenue. ChipMOS chairman Shih-Jye...
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....