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Friday 16 May 2025
High-end MBs drive USB4 host controller chip shipments; ASMedia expects double-digit revenue growth in 2025
Benefiting from strong end-market demand for foundry products and early chipset procurement, coupled with a significant increase in demand from major customers for high-end motherboards,...
Friday 16 May 2025
Memory chip prices surge globally as manufacturers cut production
Memory chip prices are climbing sharply worldwide, with both DRAM and NAND Flash expected to maintain upward momentum through two consecutive quarters, according to Adata Technology...
Friday 16 May 2025
Taiwan's NAFCO gains market share as Boeing rebounds and rival faces production setback
National Aerospace Fasteners Corporation (NAFCO) is positioned for robust performance in 2025, benefiting from Boeing's order rebound and supply chain disruptions affecting competitors,...
Friday 16 May 2025
Auras Technology forecasts liquid cooling to contribute to over 40% of revenue by 2025
Auras Technology chairman Yu-shen Lin highlighted the rising use of liquid cooling for AI servers, expecting these products to make up more than 40% of revenue in 2025, up from 12%...
Friday 16 May 2025
Silergy sees steady China demand, plays down tariff risks as full-year growth target holds
Silergy Corp., a leading power management IC (PMIC) designer, is maintaining its full-year growth outlook despite near-term pressure from tariffs, according to Chairman Chen Wei....
Friday 16 May 2025
Alibaba leans into AI, cloud as commerce growth falters in FY4Q25
Alibaba's fourth-quarter results for fiscal 2025 missed market expectations, sending shares down 7.5% in premarket trading. Revenue rose 7% year over year to CNY236.5 billion (US$32.8...
Friday 16 May 2025
Applied Materials looks beyond China, leans into AI and memory
Applied Materials sees 2Q25 strength amid China spending slowdown and rising competition from SiCarrier
Friday 16 May 2025
Trump's Middle East visit brings relief to Nvidia and AI supply chain
Industry insiders revealed that just as the market believed the rapid growth of AI was slowing down and Nvidia's performance would no longer be spectacular, US President Donald Trump...
Friday 16 May 2025
Foldable iPhone components reportedly sent for testing; could reshape market dynamics in 2026
According to data from Counterpoint, global foldable phone shipments grew by just 2.9% year-over-year in 2024, with warnings that the market may see negative growth for the first...
Thursday 15 May 2025
Foxconn expects AI servers to drive over half of 2025 server revenue amid surging demand and Middle East opportunities
AI servers are emerging as a dominant revenue driver for leading ODM vendors in 2025, with Foxconn at the forefront of this trend. Despite lingering concerns about potential supply...
Thursday 15 May 2025
Pegatron reports strong profit growth driven by non-operating income and automotive electronics
On May 14, Pegatron announced its financial results for the first quarter of 2025, showcasing robust net profit growth despite a decline in core business performance. Fueled by strong...
Thursday 15 May 2025
Foxconn eyes Japan with Mitsubishi EV deal, SiC chip ramp-up
During an earnings call on May 14, Foxconn unveiled updates on its electric vehicle (EV) strategy, semiconductor ambitions, and new partnerships.
Thursday 15 May 2025
AI servers boost 2Q25 growth; Eikei continues to expand in Mexico's automotive market
PCB manufacturer Eikei reported a slight decline in revenue for April due to delayed customer shipments and normal inventory adjustments. However, the company expects AI server orders...
Thursday 15 May 2025
Memory market roars back: Adata's 1Q profits soar, capacity maxed out through July
Adata Technology reported strong first-quarter 2025 results as memory prices rebounded and customer demand surged. Spot prices for both DRAM and NAND flash began climbing in February,...
Wednesday 14 May 2025
Foxconn bets on AI servers to counter tariff and currency headwinds
Foxconn Precision Industry held its first quarter 2025 earnings call on May 14. Chairman Young Liu stated that due to US tariff policies and recent exchange rate fluctuations impacting...