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Thursday 8 May 2025
Chinese semiconductor equipment firms post mixed 2024 results amid US pressures
Chinese listed semiconductor equipment and materials companies released their 2024 annual financial reports in late April, revealing strong revenue growth but a decline in overall...
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...
Thursday 8 May 2025
Broadband chips, optical communications, and Ethernet drive growth; Airoha undeterred by tariff war
Airoha, a major company under MediaTek, held an investor conference to share its outlook on future market trends. The company stated that in the first quarter of 2025, its efforts...
Wednesday 7 May 2025
GlobalWafers' proactive expansion with two US plants reduces tariff risks
Driven by capacity expansion and valuation changes of its Siltronic AG shares, GlobalWafers (GW) reported a net profit after tax of NT$1.46 billion (approx. US$48.3 million) in the...
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
US manufacturing renaissance spurs China's strategic semiconductor expansion
China's foundry industry has seen explosive growth in mature semiconductor manufacturing over the past five years—a trend reflected in ASML's financial disclosures, where Chinese...
Wednesday 7 May 2025
ASEAN+3 reaffirms commitment to regional financial stability amid global uncertainties

Finance ministers and central bank governors from the ASEAN+3 countries convened in Milan on May 4, 2025, for the 28th ASEAN+3 Finance...

Wednesday 7 May 2025
Taiwan ceiling fan manufacturer pivots to drone market amid tariff advantage
Taiwanese ceiling fan manufacturer Champ-ray Industrial reported strong competitive positioning despite recent tariff disruptions affecting the industry, citing higher tariff pressures...
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
Hopper-to-Blackwell shift dents Supermicro's Q3, but recovery seen ahead
On May 6, Supermicro reported fiscal third quarter 2025 net revenue of US$4.6 billion, falling short of its initial forecast as customers paused purchases to evaluate the upcoming...
Wednesday 7 May 2025
Export controls take US$1.5B toll, but AMD bets big on AI accelerator boom
On May 6, Advanced Micro Devices (AMD) reported robust first-quarter results for 2025 despite looming challenges from new US export controls on shipments to China and evolving AI...
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...
Wednesday 7 May 2025
As Qualcomm stalls in China, MediaTek powers up
Recently, the two major Android SoC brands, MediaTek and Qualcomm, have shared their market outlooks. Both companies maintain a positive view of their non-smartphone business performance...
Tuesday 6 May 2025
Chunghwa Precision hits pause on Taoyuan fab expansion as tariff risks push pivot to AI test tech
Chunghwa Precision Test (CHPT) expects steady demand for high-performance computing (HPC) orders in the second quarter and is seeing increased momentum in automotive applications...
Tuesday 6 May 2025
Apple beats expectations as iPhone sales inch higher, supply chain sees signs of a rebound
Apple on Thursday reported quarterly earnings that beat the market expectations, buoyed by modest growth in iPhone sales. Despite ongoing concerns over trade tensions and regional...