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Wednesday 22 January 2025
Optical industry soars in 2024, as competition in robotics intensifies
The optics industry saw robust growth in general in 2024, with leading players Largan Precision, Genius Electronic Optical (GSEO), and Asia Optical all posting strong results for...
Wednesday 22 January 2025
TSMC leads in 2024 as UMC, VIS, and PSMC face challenges in semiconductor market recovery
Pure-play foundry United Microelectronics (UMC) anticipates wafer shipments will stay flat sequentially in the first quarter of 2025, with wafer ASPs in US dollars decreasing 4-6%.
Friday 17 January 2025
Wistron hits $33 billion revenue milestone, powered by AI server growth and margin gains
Wistron announced its consolidated financial results on January 16, 2025, reporting a record-breaking annual revenue that exceeded NT$1 trillion (US$33.3 billion) for the first time,...
Monday 13 January 2025
Nanya Tech posts US$47 million loss in 2024 amid DRAM downturn
Due to unfavorable memory market conditions and a sluggish consumer market, Nanya Technology experienced a contraction in both volume and pricing for dynamic random-access memory...
Friday 10 January 2025
TSMC sees 2024 revenue exceed guidance
TSMC has reported consolidated sales of NT$278.163 billion (US$8.44 billion) for December 2024, surpassing prior financial projections and market anticipations. This figure represents...
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...
Tuesday 7 January 2025
TSMC 4Q24 earnings preview: focus on 2025 semiconductor outlook, margin sustainability
TSMC will hold its quarterly investors meeting on January 16, where its insights into semiconductor market trends for 2025 and its gross margin sustainability will be of considerable...
Tuesday 10 December 2024
Polytronics achieves record revenue in 3Q24, plans to enter semiconductor market in 2025
Taiwan-based protective component manufacturer Polytronics reported a record high in revenue and gross margin for the third quarter of 2024, driven by increased demand for components...
Tuesday 10 December 2024
PlayNitride achieves first quarterly profit, expands with new microLED equipment
PlayNitride has reported its first-ever profit in the third quarter of 2024, driven by strong sales of its new mass transfer equipment introduced in the fourth quarter. The equipment,...
Friday 6 December 2024
HPE exceeds revenue and operating margin targets on AI-server momentum despite margin concerns
Hewlett Packard Enterprise (HPE) surpassed revenue and operating margin expectations in its latest quarter, driven by strong AI-server demand, though margin pressures raise questions...
Thursday 28 November 2024
Robust AI server demand to drive Wistron's triple-digit revenue rise
Wistron anticipates reporting a three-digit percentage increase in its AI server sales for 2024, followed by another substantial three-digit growth in 2025, driven by robust market...
Monday 25 November 2024
Nvidia's decline in gross margin amid Blackwell transition may not affect bigger picture
Nvidia reported a net profit of US$19.3 billion for the third quarter of the fiscal year 2025, marking a remarkable year-over-year increase of 109%. However, the gross margin of 74.6%...
Friday 22 November 2024
Server ODMs face margin pressure despite new AI shipments
While Nvidia's latest financial report garnered attention for its strong earnings, the focal point was its declining gross margin. This trend extends to ODM firms, with both Foxconn...
Thursday 21 November 2024
Nvidia announces acceleration in Blackwell shipments amidst rising production and export curbs against China
Following its latest financial results on November 20, Nvidia announced that Blackwell shipments are set to accelerate as suppliers scale up production, boosting its gross margin...
Wednesday 20 November 2024
Xiaomi's EV push shines while challenges emerge
Xiaomi CEO Jun Lei recently announced the company's strongest-ever quarterly performance, a remarkable achievement given China's current economic climate. However, challenges are...