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Friday 9 May 2025
Taiwan's heavy electrical industry eyes long-term opportunities in US grid upgrades
At the annual Berkshire Hathaway shareholder meeting, Warren Buffett stressed the importance of an "intelligent energy policy" for the US. As the US energy market enters a critical...
Friday 9 May 2025
Macnica Anstek posts record profit on AI-driven demand and US tariff-fueled pull-ins
Macnica Anstek witnessed nearly 40% year-over-year revenue growth in the first quarter of 2025, driven by robust demand in AI-related semiconductor testing, industrial automation,...
Friday 9 May 2025
SMIC reports minimal tariff impact, yield issues hit 2Q25 guidance, and low 2025 outlook visibility
On May 9, 2025, Semiconductor Manufacturing International Corporation (SMIC) held its first quarter 2025 earnings call, with co-CEO Haijun Zhao addressing performance, tariff impacts,...
Friday 9 May 2025
Robots poised for growth despite Trump's tariff pressure
Universal Robots (UR), the global collaborative robot (cobot) leader, maintains optimism for growth despite US President Donald Trump's tariff policies, as advanced manufacturing...
Friday 9 May 2025
Taiwan's chip industry faces string of crises, but China steps in as surprising lifeline
Taiwan's semiconductor equipment supply chain is navigating a period of unprecedented turbulence, battered by a confluence of global tariff escalations, tighter AI chip export restrictions,...
Friday 9 May 2025
Chicony expects 5–10% sequential revenue growth in 2Q25 as global PC upgrade cycle gains steam
Chicony Electronics Co. reported consolidated revenue of NT$23.281 billion (US$766 million) for the first quarter of 2025, up 2% compared to the same period last year, despite persistent...
Friday 9 May 2025
Naura overtakes SMIC in net profit as China's chip tool strategy delivers
Naura Technology Group, China's top semiconductor equipment supplier, reported a record net profit of CNY5.62 billion (US$776.5 million) in 2024, surpassing SMIC for the first time...
Friday 9 May 2025
Dynamic Electronics: 1Q25 auto slump drags revenue, AI servers and Thailand plant signal rebound
Dynamic Electronics experienced a revenue drop in the first quarter of 2025 due to a slow recovery in the automotive market. Nonetheless, the company anticipates that strong growth...
Thursday 8 May 2025
AP Memory bets on next-gen wearables and AI chips to drive 2025 growth

AP Memory, a leading Taiwanese designer of specialty memory ICs and intellectual property (IP), said it remains optimistic about growth...

Thursday 8 May 2025
Taiwan dollar appreciation to reduce VIS's 2Q25 gross margin by 1-3%
Benefiting from customers' early inventory replenishment, Vanguard International Semiconductor (VIS) reported consolidated revenue of approximately NT$11.949 billion (US$395.2 million)...
Thursday 8 May 2025
Fingerprint-first future: Elan Microelectronics steers into AI PCs, premium touch solutions
Elan Microelectronics Corp., a leading provider of notebook touch controller ICs, shared its latest financial results and operational updates during an investor briefing, while previewing...
Thursday 8 May 2025
SK Hynix to end DDR4 production by 2Q26, sparks supply crunch
The two major South Korean DRAM manufacturers are each preparing to discontinue their older DDR4 production lines. Following Samsung Electronics' early April announcement of its end-of-life...
Thursday 8 May 2025
Tariffs rock auto sector, but Nuvoton sees swift recovery amid demand surge
The global automotive industry faced significant disruption in the first quarter of 2025, impacted by US tariffs that reverberated throughout supply chains. Despite this turbulence,...
Thursday 8 May 2025
Adata hits 13-month revenue high on price rebound, bullish on 2Q25 demand
Adata Technology reported consolidated revenue of NT$3.917 billion (US$121.4 million) in April, up 4.65% from the previous month and 1.79% from a year earlier—its strongest...
Thursday 8 May 2025
Winbond forecasts recovery after 1Q25 loss on weak demand
Memory chipmaker Winbond Electronics swung to a loss in the first quarter of 2025 following seasonal weakness, though Chief Executive Pei-Ming Chen said urgent orders have exceeded...