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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...
Friday 14 February 2025
SMIC earnings signal potential price war in mature-node chip market
China's rapid expansion in mature-node wafer foundries is reshaping the global semiconductor landscape and intensifying competition for Taiwanese second-tier players. In a market...
Thursday 13 February 2025
DeepSeek emerges as China's AI powerhouse, raising competitive stakes for Apple
During Qualcomm's latest earnings call, CEO Cristiano Amon described DeepSeek-R1 as a turning point for the AI industry, driving the shift of AI inference from the cloud to edge devices...
Wednesday 12 February 2025
TSMC approves US$17.1B capital appropriation to boost advanced technology, packaging, and fab upgrades
Taiwan Semiconductor Manufacturing Company (TSMC) has released its financial and strategic plans for the coming year as its board approved its 2024 Business Report and Financial St...
Wednesday 12 February 2025
SMIC eyes automotive sector growth to counter rising competition and pressures in China's chip market
In its latest earnings call, China's leading pure-play foundry, SMIC, acknowledged an increase in domestic competition, resulting in a growing supply even as demand begins to recover...
Wednesday 12 February 2025
CWE enjoys robust demand for advanced packaging with order visibility until 2026
Chang Wah Electromaterials (CWE), a leading Taiwan-based semiconductor materials distributor, is witnessing a buoyant period driven by strong demand for advanced packaging. This demand...
Tuesday 11 February 2025
TEL expands production, forecasts AI-driven double-digit growth in semiconductor equipment by 2026
Tokyo Electron (TEL) has reaffirmed its positive annual outlook and announced plans to invest JPY104 billion (approx. US$685 million) in a new factory for circuit etching equipment...
Monday 10 February 2025
Optical giants show strong January performance; GSEO says new product development is on track for 2025
Apple's financial report for the period ending December 2024 indicates that iPhone sales did not meet forecasts, with services, Mac, and iPad becoming the highlights instead. In contrast,...
Friday 7 February 2025
Renesas operating profit drops 43% in 2024 amid industrial slump
Renesas Electronics Corp., a leading Japanese semiconductor manufacturer, reported significant declines in revenue and profit for the fiscal year 2024 (January–December), primarily...
Friday 7 February 2025
Cloud giants see slower growth amid shifting AI investment plans
Recent financial reports reveal decelerating revenue growth for leading cloud service providers, despite maintaining double-digit expansion. Industry perspectives are being shaped...
Friday 7 February 2025
Amazon provides cautious outlook despite strong growth
In its latest earnings report, Amazon revealed that its cloud division delivered a robust performance over the past quarter, even amidst macroeconomic uncertainties. Despite this...
Friday 7 February 2025
Amazon acknowledges FX impacts, sees promise in DeepSeek and AI inference
During the earnings call that followed the release of Amazon's financial results, senior executives acknowledged the adverse effects of foreign exchange fluctuations while expressing...
Thursday 6 February 2025
Honda-Nissan merger talks Stall, will Foxconn shift focus back to Nissan acquisition?
According to reports from Asahi Shimbun and Reuters, Nissan CEO Makoto Uchida visited Honda's headquarters on the morning of February 6 and informed President Toshihiro...
Research Report Database
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research