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Friday 21 March 2025
Jabil reports strong 2Q25 results, anticipating continued growth despite global geopolitical challenges
Jabil, a leading global manufacturing services provider, reported preliminary, unaudited financial results for its second quarter of fiscal year 2025. The company posted net revenue...
Friday 21 March 2025
J&V Energy expands overseas; expects three years of rapid growth in four main sectors
J&V Energy Technology (J&V) held its earnings call on March 20. Shu-Min Chao, CEO of J&V, showed optimism for steady quarterly revenue growth across its four core business...
Friday 21 March 2025
Micron to pass on tariff costs to US customers
Micron's strong second-quarter earnings, driven by surging data center and HBM demand, signal a memory market recovery. Exceeding revenue estimates and forecasting continued growth,...
Friday 14 March 2025
Pegatron expands AI server and automotive focus with North American growth plans
Pegatron is ramping up efforts in AI servers and automotive applications, signaling plans to expand its North American production footprint by 2025 to better serve local clients....
Friday 14 March 2025
Intel spin-off back on the table? Tan's arrival sparks new debate
Intel's partnership with TSMC has strengthened since it began in 2019, with about 30% of Intel's products now outsourced. Lip-Bu Tan's appointment as CEO hints at further collaboration...
Wednesday 12 March 2025
Asia Optical projects strong growth in 2025, driven by four key product sectors
Asia Optical held an online earnings call on March 7, during which chairman I-Jen Lai stated that the company showed strong performance in 2024 and highlighted growth potential across...
Friday 7 March 2025
AI chip demand fears overblown as growth steadies
Market speculation about a slowdown in AI chip demand is mounting, with concerns fueled by scaled-back data center plans from major CPE manufacturers and downward revisions in CoWoS...
Wednesday 5 March 2025
Nvidia's Blackwell bets big on AI inference despite Deepseek disruption
Since DeepSeek's open-source debut in January, its V3 and R1 models have rocked Silicon Valley, raising questions about whether high-performance AI can be built without costly GPU...
Monday 3 March 2025
Nvidia's global chessboard: Why Singapore dropped 18% last quarter and more

Nvidia's fourth-quarter earnings for fiscal year 2025 revealed a complex global strategy, where regional performances reflect both market...

Thursday 27 February 2025
Nvidia's AI empire soars: data center boom overshadows gaming dip in record 4QFY25
Nvidia's Q4 fiscal 2025 earnings (ended January 2025) stand out for their jaw-dropping scale and what they reveal about the company's transformation, even with a few wrinkles like...
Thursday 27 February 2025
WT expects a strong recovery in 2025 and reveals revenue growth in 2024
On the 25th, IC distributor WT Microelectronics held an earnings call. Founder, Chairman, and CEO Eric Cheng shared that the market generally expects demand in the second half of...
Wednesday 26 February 2025
China's mature-node foundry price war eases as global clients shift orders
China's aggressive price war in mature-node wafer manufacturing appears to be stabilizing, as Vanguard International Semiconductor (VIS) reports shifting customer orders. Chairman...
Friday 21 February 2025
Rayzher hits record 4Q24 revenue with 68% growth; eyes wafer fab expansion demand in 2025
Rayzher posted consolidated revenue of NT$633 million (approx. US$19.34 million) in the fourth quarter of 2024, marking a 68.24% year-over-year increase and a new quarterly record.
Friday 21 February 2025
Nuvoton sees improvement in automotive inventories, major product lines
Microcontroller (MCU) maker Nuvoton held its earnings call for the fourth quarter of 2024 on February 18, during which Chairman Yuan-mou Su pointed to a drop in the automotive segment...
Friday 14 February 2025
AUO posts profit on factory sale, forecasts stable growth in 2025 display sector
Taiwanese panel maker AUO held an earnings call on February 13h, revealing that its consolidated revenue for the fourth quarter of 2024 was NT$68.69 billion (US$2.09 billion), a decrease...