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Monday 5 May 2025
India roundup: Most iPhones sold in US will be made in India
Apple and Foxconn are speeding up their iPhone manufacturing in India. Dixon continues to collaborate with Taiwanese companies to secure more diversified manufacturing capabilities...
Saturday 3 May 2025
Rick Tsai bets on AI as MediaTek’s next growth engine
During MediaTek's first-quarter 2025 earnings call, CEO Rick Tsai reaffirmed that artificial intelligence is central to the company's long-term growth. He emphasized that the broader...
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...

Friday 2 May 2025
CyberLink: Tariffs have no direct impact; end-user consumption remains to be seen
Unpredictable US tariff policies continue to trouble hardware manufacturers, while software companies like CyberLink see little immediate effect. However, a potential global economic...
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
Amazon's AI ambition runs on self-designed silicon
Amazon is racing to redefine the future of AI—and it's building that future on silicon of its own design.
Thursday 1 May 2025
MediaTek posts 48% gross margin in 1Q25, eyes custom chip revenue lift from 2026
MediaTek released its first-quarter 2025 earnings on April 30, with CEO Rick Tsai reaffirming confidence in the long-term growth potential of AI, describing it as an enduring and...
Wednesday 30 April 2025
Ardentec eyes IDM outsourcing gains as auto, industrial demand stay weak
Ardentec Corporation reported in its first-quarter 2025 earnings call that strong demand for AI- and HPC-related communications products, along with gains from back-end packaging...
Wednesday 30 April 2025
China's GalaxyCore rides high-pixel boom to triple profit, targets AI glasses, automotive vision next

GalaxyCore Inc. reported its 2024 earnings on April 28, posting annual revenue of CNY6.383 billion (approx. US$875 million), a 35.9%...

Wednesday 30 April 2025
Apple's Chinese supplier Luxshare hits US$37 billion milestone, breaks iPhone dependency
Shenzhen-based Luxshare Precision defied global headwinds in 2024, delivering robust earnings that underscored its leadership in precision manufacturing and its growing influence...
Tuesday 29 April 2025
Sanmina reports strong second-quarter earnings, raises confidence in 2025 growth outlook
Sanmina Corporation, a leading provider of integrated manufacturing solutions, serves a diverse range of industries through its global manufacturing footprint, including communications,...
Tuesday 29 April 2025
Cadence sees fresh opportunity as Intel warms up
Cadence's first-quarter results highlight its resilience and strategic expansion into new growth areas. Strong recurring revenue and stable margins position the company to navigate...
Tuesday 29 April 2025
Cadence reports strong 1Q25, raises full-year outlook
On April 28, Cadence reported robust first-quarter 2025 results, with revenue up 23% year-over-year to US$1.24 billion, driven by strong demand for its AI-enabled design tools. The...
Monday 28 April 2025
Renesas hits brakes on EV chip expansion as market uncertainty and tariff woes persist
Japanese chipmaker Renesas Electronics has adopted a cautious stance on expanding its production of power semiconductors for electric vehicles (EVs). During its earnings briefing...
Monday 28 April 2025
China's Universal Scientific Industrial stalls on margins and cash flow, raising red flags for 2025

Universal Scientific Industrial (USI) posted a flat first-quarter profit for 2025, as weakening cash flow and margin compression continued...