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Thursday 15 May 2025
Foxconn sees 3% revenue drop for every NT$ gain
At a recent earnings call, Foxconn chairman Young Liu acknowledged that tariffs and exchange rate fluctuations are posing mounting challenges to global supply chains and expansion...
Wednesday 14 May 2025
Foxconn bets on AI servers to counter tariff and currency headwinds
Foxconn Precision Industry held its first quarter 2025 earnings call on May 14. Chairman Young Liu stated that due to US tariff policies and recent exchange rate fluctuations impacting...
Wednesday 14 May 2025
Nvidia reportedly hikes GPU prices amid TSMC costs surge and escalating US-China tech rivalry
Nvidia is navigating a turbulent stretch, as soaring production costs at its foundry partner TSMC have reportedly prompted the company to raise prices across its GPU product line...
Tuesday 13 May 2025
MediaTek bets on cloud applications as 2Q25 outlook remains flat

MediaTek, Taiwan's leading chip design company, reported April 2025 revenue of NT$48.754 billion (approx. US$1.61 billion), up 16% from...

Monday 12 May 2025
Catcher Technology's operating profit surges in 1Q25
Catcher Technology announced first-quarter 2025 consolidated revenue of NT$4.35 billion (US$140 million), a 6.2% decrease from the previous quarter but an 18.9% increase from NT$3.659...
Friday 9 May 2025
China's chip crunch deepens: Hua Hong drops 88% as nearly 50 firms post losses

Hua Hong Semiconductor, a major Chinese state-owned foundry, posted a sharp profit drop for the first quarter of 2025, with net income...

Friday 9 May 2025
SMIC reports minimal tariff impact, yield issues hit 2Q25 guidance, and low 2025 outlook visibility
On May 9, 2025, Semiconductor Manufacturing International Corporation (SMIC) held its first quarter 2025 earnings call, with co-CEO Haijun Zhao addressing performance, tariff impacts,...
Friday 9 May 2025
Infineon flags EUR400m revenue hit from tariffs, trims margin outlook
Infineon Technologies AG announced its second quarter 2025 financial results on May 8. During the second quarter 2025 earnings call, CFO Sven Schneider addressed concerns about the...
Friday 9 May 2025
Naura overtakes SMIC in net profit as China's chip tool strategy delivers
Naura Technology Group, China's top semiconductor equipment supplier, reported a record net profit of CNY5.62 billion (US$776.5 million) in 2024, surpassing SMIC for the first time...
Thursday 8 May 2025
Phison shares surge as memory chip prices offset currency headwinds
Memory chip production cuts have sparked a rally in NAND Flash prices, cushioning Taiwan-based controller manufacturer Phison Electronics against strengthening local currency pressures...
Thursday 8 May 2025
Flex exceeds Q1 expectations but faces challenges ahead
Global manufacturing solutions provider Flex reported strong financial results for the first quarter of 2025, surpassing Wall Street expectations. The company recorded a 3.7% increase...
Thursday 8 May 2025
Arm withholds 2026 outlook amid tariff concerns and market uncertainty despite strong royalty growth
Arm Holdings delivered an exceptional performance in its fiscal fourth quarter of 2025 earnings call on May 7, showcasing remarkable royalty revenue growth and strategic advancements...
Wednesday 7 May 2025
GlobalFoundries warns of tariff risks in 2H25
GlobalFoundries reported first-quarter revenue growth of 2.3% to US$1.59 billion, supported by demand in data center and IoT markets. While tariff impacts remained minimal in early...
Wednesday 7 May 2025
Apple's earnings reveal underlying concerns, dampens confidence in PCB supply chain
Apple reported quarterly earnings that exceeded market forecasts, demonstrating strong performance in both revenue and profit. This development has brought a sense of optimism to...
Wednesday 7 May 2025
AMD posts strong Q1, but margin pressure clouds Q2 outlook
Advanced Micro Devices (AMD) announced its financial results for the first quarter, showcasing significant growth across key metrics, driven by robust demand in its data center and...