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Thursday 14 August 2025
Taiwan's Fitipower eyes PMIC expansion as DDI market softens
Taiwanese IC design house Fitipower Integrated Technology expressed cautious optimism for the remainder of 2025 during its earnings call on Thursday, pointing to continued strength...
Thursday 14 August 2025
Tencent widens AI chip sourcing as Beijing puts H20 under the microscope
Tencent reported second-quarter 2025 revenue of CNY184.5 billion (approx. US$26 billion), a 15% increase from a year earlier, with net profit rising 18% to CNY69.2 billion. On the...
Thursday 14 August 2025
Pegatron profit slashed by 90% due to exchange losses; new business momentum remains uncertain
Pegatron Corp. reported its lowest quarterly profit in 13 years in the second quarter of 2025, as foreign exchange losses and seasonal downturns severely affected its earnings. Net...
Tuesday 12 August 2025
Taiwanese suppliers face uncertain returns as US EV startups falter
A dismal round of earnings from US electric vehicle manufacturers — led by Tesla and followed by startups Rivian and Lucid — is sending shockwaves through the global supply...
Tuesday 12 August 2025
Parade sees strong 2H25 with high-speed product growth and USB4 adoption
During its earnings call on August 7, 2025, high-speed interface provider Parade stated that its second-quarter revenue grew steadily, and gross margin improved, mainly due to a better...
Tuesday 12 August 2025
Sony shifts PS5 production out of China to dodge US tariffs
Sony has made strategic shifts in its PlayStation 5 (PS5) supply chain to mitigate the impact of US tariffs, according to statements from CFO Hiroki Totoki during the company's fiscal...
Tuesday 12 August 2025
Micron raises outlook on strong DRAM pricing, AI demand
Micron Technology has lifted its guidance for the fourth quarter of fiscal 2025, citing improved memory pricing and robust execution, particularly in its DRAM business. The revised...
Monday 11 August 2025
TPK Holding posts profit surge on rush orders, warns of softer 2H25
TPK Holding reported strong second-quarter earnings as clients pulled in orders ahead of potential tariff changes, fueling a surge in tablet panel demand. Revenue rose more than 30%...
Monday 11 August 2025
Novatek expects weak 3Q25 seasonality; notebook and smartphone momentum insufficient to drive growth
Taiwanese DDI leader Novatek held an earnings call on August 6, 2025, sharing its outlook amid challenging market conditions. Impacted by unfavorable factors such as the appreciation...
Monday 11 August 2025
Eternal Materials sees profits impacted by exchange losses, hopes for market recovery after tariff stabilization
Eternal Materials has reported revenue of NT$20.465 billion (approx. US$686 million) for the first half of 2025, down 5.2% year-over-year. Net profit attributable to the parent company...
Sunday 10 August 2025
Far EasTone participates in LiTV's new funding round to deepen video streaming content
Far EasTone Telecommunications (FET) held its earnings call for the second quarter of 2025 on August 6, during which the company also revealed that its board of directors has approved...
Friday 8 August 2025
GlobalWafers reframes tariff uncertainties into advantages
GlobalWafers chairperson Doris Hsu stated during its earnings call that recent currency fluctuations have somewhat suppressed revenue performance when calculated in New Taiwan Dollars...
Friday 8 August 2025
Hua Hong plays down tariff risks, cites limited exposure to US
Hua Hong Semiconductor struck a cautious yet confident tone in its second quarter 2025 earnings call, addressing tariff risks, pricing adjustments, and global partnerships while reaffirming...
Thursday 7 August 2025
Can Microsoft sustain US$4 trillion valuation amid AI uncertainty and OpenAI tensions?
Microsoft's market capitalization surged past US$4 trillion following its latest earnings release. While the company exceeded revenue expectations, significant challenges persist,...
Wednesday 6 August 2025
RichWave turns to non-China markets amid sluggish Wi-Fi 7 growth
Radio frequency front-end chipmaker RichWave held its earnings call on August 1, 2025, and shared its outlook for the coming months. In the second quarter, RichWave posted a loss...