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Tuesday 11 November 2025
Taiwan DDI makers pivot to ASICs as seasonal demand patterns collapse
Taiwan's display driver IC (DDI) suppliers reported their latest earnings and outlooks, revealing significant market volatility. Early demand pull-ins have been triggered by China's...
Tuesday 11 November 2025
Pegatron sees stable October revenue boosted by Apple iPhone demand
Pegatron reported its October 2025 revenue at NT$117.8 billion (approx. US$3.80 billion), up 2.53% month-over-month but down 0.82% year-over-year, maintaining over NT$100 billion...
Monday 10 November 2025
Nan Juen International's server rail profits jump in 3Q25
Server slide rail maker Nan Juen International reported strong financial results for the third quarter of 2025, with consolidated revenue growing sequentially by a record-high 3.48%...
Monday 10 November 2025
PixArt Imaging signals stable 4Q25 as drone sensor demand offsets gaming softness
IC design company PixArt Imaging held its earnings call on November 7, 2025, outlining a cautiously optimistic view for the remainder of 2025. Although the company posted weaker results...
Monday 10 November 2025
Lumentum’s surprise lift sparks profit rebound across Taiwan’s optical chain

US optical communications giant Lumentum reported stronger-than-expected earnings for the quarter ended September 27, signaling renewed...

Monday 10 November 2025
BMW's Neue Klasse iX3 launch bolsters EV strategy in 3Q sales
German luxury automaker BMW is approaching a critical milestone in its electric transformation as it prepares to launch the iX3, the first model built on its next-generation Neue...
Friday 7 November 2025
Novatek braces for revenue dip in 2025, bets on AI ASICs to drive recovery
Novatek Microelectronics, Taiwan's top display driver IC (DDI) supplier, held its earnings call with CEO Steve Wang outlining the company's market outlook. He said the stronger New...
Friday 7 November 2025
TPK beats 3Q25 profit forecast on surging E-reader demand
Touch panel maker TPK Holding posted stronger-than-expected earnings for the third quarter of 2025, driven by a better product mix and rising e-reader demand.
Friday 7 November 2025
Elan Microelectronics posts solid results, eyes AI-driven growth in 2026
Touch IC leader Elan Microelectronics held an earnings call on November 6, reporting that third-quarter performance exceeded internal forecasts despite a weaker consumer market than...
Thursday 6 November 2025
Nexperia chip disruption forces Honda and Nissan to cut production in Japan and overseas; Toyota unaffected
Chip supply disruptions at Nexperia continue to ripple through Japan's auto industry. Following Honda's partial production halt at some overseas plants on October 28, Nissan has become...
Thursday 6 November 2025
IC designers race to win orders despite declining margins
At its most recent earnings call, MediaTek raised its forecast for the total ASIC market from US$40 billion to US$50 billion, reflecting surging demand for cloud AI ASICS. However,...
Wednesday 5 November 2025
Jabil to acquire Hanley Energy for US$725M in data center power move
Jabil said on November 4 that it has agreed to acquire Hanley Energy Group. The Ireland- and US-based company provides energy management and critical power systems for data centers...
Wednesday 5 November 2025
AMD hits record quarter as AI boom lifts all chips—except those bound for China
On November 4, AMD reported record results for the third quarter of 2025, driven by strong demand in the data center and client computing segments, which underscore the company's...
Wednesday 5 November 2025
Apple’s MacBooks shine in a dull PC market
Apple's iPhone 16 sales have exceeded expectations for its fourth quarter of 2025 earnings after being initially doubted at its launch. The upcoming lower-priced MacBook will drive...
Tuesday 4 November 2025
European and US IDMs see slow recovery in automotive and industrial control
Key European and US IDMs like Texas Instruments (TI), NXP, and STMicroelectronics (STM) have released their latest earnings reports, some showing solid recovery performance in the...