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Thursday 15 May 2025
Quanta forecasts strong Q2 as AI server demand powers record earnings
Quanta Computer posted record first-quarter 2025 results on May 14, with gross margin reaching 7.92% and operating margin climbing to an all-time high of 5.07%. Net income after tax...
Thursday 15 May 2025
Tariffs disrupt stainless steel markets as Walsin Lihwa targets aerospace expansion
Fred Pan, president of Taiwanese stainless steel and cable maker Walsin Lihwa, says US tariffs have prompted buyers to front-load orders into early 2025, helping stabilize the company's...
Wednesday 14 May 2025
Taiwan's Parpro rides aerospace, defense tailwinds to 1Q25 profit surge
Taiwan's industrial PC specialist Parpro reported a sharp year-over-year profit recovery for the first quarter of 2025, citing effective operational restructuring and a revamped product...
Wednesday 14 May 2025
Inventec posts record margins as server mix, yields drive 1Q profit surge
Inventec posted record profitability in the first quarter of 2025, with gross margin rising to 6% and operating margin reaching 2.2%. Net income totaled NT$1.703 billion (approx....
Tuesday 13 May 2025
New gaming consoles boost PXI's 1H25 operations; tariff impact remains uncertain
IC design house PixArt Imaging (PXI) held an investor conference and shared its market outlook. The company noted that revenue in the first quarter of 2025 exceeded earlier expectations,...
Tuesday 13 May 2025
Argosy expects 30-40% revenue growth in 2H25, estimates exchange rate impact on gross margin at 1.5-2%
Argosy, a connector manufacturer, reported strong revenue in the first quarter of 2025 thanks to early inventory buildup by customers. Despite potential tariff issues, customer orders...
Friday 9 May 2025
SMIC may be expanding use of Chinese equipment as yield challenges weigh on outlook
Semiconductor Manufacturing International Corp. (SMIC) reported that average selling prices declined in the latter half of the first quarter of 2025 due to production fluctuations...
Friday 9 May 2025
SMIC signals cautious outlook for 2Q25
Semiconductor Manufacturing International Corporation (SMIC) announced its financial results for the first quarter of 2025, reporting revenue of US$2.247 billion. This represents...
Thursday 8 May 2025
Taiwan dollar appreciation to reduce VIS's 2Q25 gross margin by 1-3%
Benefiting from customers' early inventory replenishment, Vanguard International Semiconductor (VIS) reported consolidated revenue of approximately NT$11.949 billion (US$395.2 million)...
Wednesday 7 May 2025
Value-addition enhancement drives Qisda's gross margin to record-high
Thanks to product and business portfolio optimization and increased value-added services, Qisda's operating gross margin in the first quarter of 2025 surpassed 17% for the first time,...
Wednesday 7 May 2025
Taiwan chip maker cautious on global trade outlook
Taiwan-based power management IC maker GMT's chairman cites market uncertainty due to Trump administration's proposed tariff policies, with second-quarter orders remaining flat amid...
Wednesday 7 May 2025
Nuvoton returns to profitability in 1Q25
Benefiting from advanced supply chain pull-ins amid tariff uncertainties, microcontroller unit (MCU) manufacturer Nuvoton Technology returned to profitability in the first quarter...
Wednesday 7 May 2025
Supermicro sees softer FY25 as customers defer AI infrastructure rollouts
Supermicro announced its fiscal third quarter results for the period ended March 31, 2025, reflecting challenges from customer delays in AI infrastructure deployments. The company...
Friday 2 May 2025
CWTC posts strong Q1 as packaging demand surges, eyes expansion in Asia
Taiwanese lead frame packaging giant CWTC posted better-than-expected results for the first quarter of 2025, buoyed by its inclusion on key client procurement lists and surging demand...
Friday 2 May 2025
ASE sees double-digit growth in 1Q25 thanks to urgent testing and packaging orders
ASE Technology Holding, the global outsourced semiconductor assembly and test (OSAT) leader, benefited from urgent orders from customers in the first quarter, helping to maintain...