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Friday 17 October 2025
Audix sales driven by AI, EV, and medical growth in 3Q25
Electronic components distributor Audix has demonstrated operational resilience with steady revenue growth in the third quarter of 2025, when gross margin surged past 30% to reach...
Thursday 16 October 2025
TSMC's gross margin hits 60% in 4Q25 as N2 process set for rapid growth in 2026
TSMC delivered a robust forecast on October 16, projecting its gross margin would climb back to 60% in the fourth quarter and raising its full-year revenue outlook. During an earnings...
Thursday 16 October 2025
ASML lifts margin outlook, signals cautious 2026 growth with XT:260 launch
ASML Holding NV offered a cautiously optimistic outlook during its third-quarter 2025 earnings call on October 15, 2025, pointing to higher fourth-quarter sales and margin improvements,...
Wednesday 15 October 2025
TSMC set to report strong results amid expanding AI chip demand and stable margins
TSMC is scheduled to hold its online earnings call on October 16, 2025, with market expectations high that the company will meet or exceed its third-quarter 2025 financial targets...
Monday 13 October 2025
Largan 3Q25 margins pinched by forex; robotics delayed, variable‑aperture yields falter
Optical lens and component manufacturer Largan Precision held an online earnings call on October 9, reporting a third-quarter 2025 revenue of NT$17.68 billion (approx. US$579.5 million),...
Wednesday 8 October 2025
Oracle's cloud business reportedly posts just 14% gross margin despite AI demand
Oracle is generating significant revenue by renting out Nvidia GPU-powered servers, but its cloud computing business reports a gross margin far below market expectations.
Tuesday 30 September 2025
TSMC 2025 full-year revenue set to break US$100 billion
Although semiconductor chip tariffs have yet to be finalized, with exchange rates stabilizing and strong pull-in momentum from major smartphone and AI chip clients, TSMC's third quarter...
Monday 1 September 2025
Everlight Electronics reports slight 1H25 revenue decline amid cautious outlook
Everlight Electronics posted a 3.48% year-over-year decline in consolidated revenue for the first half of 2025, totaling NT$10.095 billion (US$330 million). The company's gross margin...
Monday 1 September 2025
Server slides boost Repon's July gross margin to second-highest level
Taiwan-based slide manufacturer Nan Juen International (Repon) announced its earnings results for July 2025, reporting continued improvement in gross margin driven by the rising proportion...
Wednesday 27 August 2025
LED industry sees profit decline in 2Q25 amid currency challenges
The LED industry experienced notable profit declines in the second quarter of 2025, mainly due to exchange rate effects. Everlight Electronics reported a 44.7% drop in net income...
Friday 22 August 2025
TSMC's gross margin nears 60% as equipment allies shine
TSMC's strong second-quarter results demonstrated resilience amid global challenges, posting a 58.6% gross margin and NT$759.83 billion (US$24.93 billion) revenue in the first half...
Wednesday 20 August 2025
Xiaomi strengthens smartphone presence amid modest global growth
Despite declining smartphone sales, Xiaomi maintained its top-three global smartphone ranking amid a mature market while its AIoT business maintained gross margins above 20%. Strategic...
Monday 18 August 2025
AI agents boost operational efficiency as Appier reports record revenue and gross profit
Tokyo-listed Appier reported record revenue of JPY10.3 billion (US$98.3 million) for the second quarter of fiscal year 2025, marking its fastest growth in nearly two years. The company...
Friday 15 August 2025
Qisda reports mixed impact from US tariff timing and currency fluctuations
Qisda held its earnings call on August 14, revealing that its second-quarter revenue was boosted by customers pulling forward orders as a precaution against anticipated US tariffs...
Friday 15 August 2025
ChipMOS rebounds after first loss, raises memory chip prices in 3Q25
Memory packaging and testing company ChipMOS faced a net loss of NT$533 million (US$17.8 million) after tax in the second quarter of 2025, impacted by rising overall costs and New...