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Wednesday 5 February 2025
Google Cloud revenue slows amid intensifying AI competition
Alphabet's most recent earnings report indicates that its cloud business is beginning to show signs of slowing amidst growing competition in the AI sector. Nevertheless, the company...
Wednesday 5 February 2025
AMD forecasts slower sequential growth in 2025 despite record 2024 earnings
In the most recent earnings call, AMD revealed expectations of a deceleration in revenue growth. CEO Lisa Su explained the slowdown as a result of seasonal factors, yet she expressed...
Tuesday 4 February 2025
Samsung bets on Galaxy S25 launch after weak mobile earnings
Samsung Electronics reported disappointing fourth-quarter 2024 results for its Mobile Experience (MX) and Network (NW) divisions, as new product sales failed to meet expectations...
Tuesday 4 February 2025
Samsung DS faces challenges, with hope to recover in 2Q25
Samsung Electronics' Device Solutions (DS) division has reported weaker-than-expected earnings for the fourth quarter of 2024, grappling with a series of challenges that have raised...
Tuesday 4 February 2025
Nvidia faces challenges as DeepSeek disrupts AI market ahead of 1Q25 earnings
Nvidia's stock value has declined sharply in recent days following the emergence of Chinese AI startup DeepSeek, resulting in a substantial decrease in its market capitalization....
Tuesday 4 February 2025
CSPs embrace DeepSeek as AI infrastructure spending surges
China's AI startup DeepSeek has emerged as a significant player in the AI landscape. While some US government offices have restricted DeepSeek's use, Amazon's AWS and Microsoft have...
Monday 3 February 2025
Kaynes Technology confirms OSAT project delay due to regulatory process
India-based EMS player Kaynes Technology has reported robust financial growth in the first three quarters of fiscal 2025 (April 2024 to March 2025). Despite regulatory delays, Kaynes...
Friday 24 January 2025
LG eyes IPO for Indian unit as revenue growth targets nearly 10%
LG Electronics' Indian subsidiary experienced a revenue surge of almost 10% in 2024. The company remains on course with its plans to launch an IPO in India, aiming to take advantage...
Friday 24 January 2025
TI outperforms market expectations despite a downturn in automotive and industrial sectors
Texas Instruments (TI)'s latest financial results for the fourth quarter show a nuanced performance, with overall revenue slightly declining yet exceeding market forecasts, indicating...
Friday 17 January 2025
Strong demand persists for Nvidia GB200 despite market concerns
Strong AI-related demand will drive TSMC's 20% compound annual growth rate in revenue over the next five years, according to chairman C.C. Wei during the company's latest earnings...
Thursday 16 January 2025
6 key takeaways from TSMC's earnings: AI boom, 2025 growth, and record capex
TSMC attained a record-high level of performance in 2024, and its revenue is expected to climb by around 25% in US dollars in 2025. During a media interview following the company's...
Thursday 9 January 2025
Largan unveils robotics progress, confirming shipments to multiple customers
Largan held an earnings call on January 9, where chairman En-Ping Lin discussed future trends in lens specifications and dedicated significant time to unveiling the latest developments...
Thursday 9 January 2025
Memory chipmakers see price pressure in 2025
Memory chip prices are anticipated to face downward pressure in 2025, also posing challenges for large companies like Samsung, according to market sources.
Monday 6 January 2025
ASML CEO leads high-level delegation to TSMC next week
Ahead of TSMC's quarterly earnings release on January 16, 2025, the pure-play foundry is holding year-end meetings with key suppliers. ASML, a critical partner of TSMC, is showing...
Monday 30 December 2024
Upcoming TSMC investor meeting to discuss company prospects, new US tariff policies
The quarterly investors conference of TSMC is scheduled for January 16, 2025. Along with the future economic outlook, the upcoming inauguration of US President-elect Donald Trump...