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Saturday 3 May 2025
PTI sees operational rebound as memory and AI markets recover in 2025
Memory testing firm expects growth following first-quarter trough, expands advanced packaging capabilities amid semiconductor market recovery
Saturday 3 May 2025
Macronix narrows Q1 loss, awaits Nintendo Switch 2 boost in 2H25
Macronix International, the Taiwan-based memory chip manufacturer, reduced its losses in the first quarter of 2025 as inventory issues continued to weigh on performance. Chairman...
Saturday 3 May 2025
Apple's 2Q earnings in focus: trade tensions, AI lag, and China headwinds cloud outlook

Apple is set to announce its fiscal second-quarter earnings on May 1 (Pacific Time). Analysts anticipate the company will hit revenue...

Saturday 3 May 2025
Murata braces for 8-year profit nadir as smartphone, auto headwinds mount
Murata Manufacturing anticipates its profit for fiscal year 2025 (April 2025 to March 2026) to hit an eight-year low, citing stagnant demand for smartphones and automotive components,...
Friday 2 May 2025
Powertech Technology sees revenue decline as expected in 1Q25
Powertech Technology (PTI), a Taiwanese memory packaging and testing vendor, experienced a decrease in solid-state drive (SSD) and NAND flash shipments in the first quarter of 2025,...
Friday 2 May 2025
Wellysun emphasizes limited tariff impact as end customers do not export to North America
Regarding the recent China-US tariff policies affecting automotive components, Wellysun, a company specializing in the research and development, manufacturing, and sales of customized...
Friday 2 May 2025
CWTC posts strong Q1 as packaging demand surges, eyes expansion in Asia
Taiwanese lead frame packaging giant CWTC posted better-than-expected results for the first quarter of 2025, buoyed by its inclusion on key client procurement lists and surging demand...
Friday 2 May 2025
Memory market soars as Samsung's DDR4 phase-out sparks supply squeeze and price surge
The memory market is seeing a sharp surge, fueled by rising contract prices since the second quarter and Samsung Electronics' move to phase out DDR4 modules, as revealed in communications...
Friday 2 May 2025
Taiwan's AI, semiconductor export growth remains strong despite US tariff hikes
Despite the recent tariff hikes by the US and the high degree of uncertainty surrounding supply chain relocation, one thing for certain is the demand for Taiwan's AI and semiconductors...
Friday 2 May 2025
ACSI posts stellar results amid increasing cybersecurity awareness
Acer Cyber Security Inc. (ACSI) released its consolidated financial report for the first quarter of 2025 at the company's board meeting on April 29. The company delivered impressive...
Friday 2 May 2025
TCL rides display market rebound to record highs as supersized panels and strategic bets pay off
With panel supply-demand conditions improving and demand for larger displays accelerating, TCL Technology's semiconductor display business is staging a strong comeback. According...
Friday 2 May 2025
Nvidia braces for regulatory headwinds ahead of 1Q earnings
Nvidia faces multiple challenges as it approaches its fiscal first quarter 2026 earnings release on May 28, with new AI export controls taking effect on May 15 and potential tariffs...
Friday 2 May 2025
Is the early pull-in effect ending? Taiwan electronics industry outlook downgraded to green light
Supermicro announced this week a downward revision of its revenue and profit forecasts. The question remains whether this is due to disruptive innovation driven by DeepSeek or if...
Friday 2 May 2025
AI boom driving global energy demand as data centers set to double consumption by 2030
The artificial intelligence (AI) boom is fueling a significant increase in global energy demand, with data center electricity consumption expected to double by 2030, according to...
Friday 2 May 2025
Non-AI cloud workloads power Microsoft's 3Q25 Azure overperformance
Microsoft's fiscal year 2025 third-quarter earnings call revealed a company operating at full throttle in the age of AI, driven by skyrocketing demand for AI infrastructure and cloud...