The US reciprocal tariff policy has disrupted the shipment patterns of consumer electronics. Piao-Fu Chen, chairman of leading plastic injection and mold manufacturer Nishoku Technology,...
Apple's capex saw a notable rise in the third quarter of the fiscal year 2025, primarily driven by growing investments in artificial intelligence (AI). During the company's earnings...
Apple reported its strongest quarterly growth since 2021, with revenue up 9.6% year-over-year to US$94.04 billion in the third quarter of fiscal 2025, driven by strong iPhone and...
Amazon's second-quarter fiscal 2025 revenue rose 13% year-over-year to US$167.7 billion. Operating income jumped 31% to US$19.17 billion, though softer-than-expected cloud growth...
During Apple's third-quarter fiscal year 2025 earnings call, CEO Tim Cook highlighted renewed momentum in Greater China, where revenue rose 4% quarter-over-quarter. This improvement...
Murata released its financial results for the second quarter of 2025, reporting consolidated operating profit of JPY61.6 billion (US$414.5 million), down 7.2% year-over-year; net...
LG Energy Solution (LGES) has signed a lithium iron phosphate (LFP) battery supply deal worth KRW5.94 trillion (approx. US$4.25 billion). Although the customer was not named due to...
Lam Research reported fourth-quarter earnings for its fiscal year ending June 29, 2025, that exceeded analyst expectations, driven by increased demand for equipment used in the production...
During its second quarter 2025 earnings call, Samsung Electronics addressed the outlook for its Mobile Experience (MX) division and unveiled strategic plans focused on AI innovation...
Samsung Electronics experienced a rebound in its memory business during the second quarter of 2025, driven by AI-led demand and rising legacy DRAM prices. The company expects further...
MediaTek reported solid second quarter 2024 performance during its July 30 earnings call, with CEO Rick Tsai highlighting strong demand for edge AI system-on-chips (SoCs) and high-speed...
MetaAge, a subsidiary of Qisda, reported consolidated revenue of NT$5.87 billion (US$197.5 million) for the second quarter of 2025, representing growth of NT$1.45 billion year-over-year...
At MediaTek's earnings call, aside from presenting their outlook for the third quarter, the Q&A session demonstrated that the market is most interested in the company's three...
Arm's AI-focused strategy continues to gain traction, with record royalty growth and increasing demand for its data center and edge computing platforms.
Arm Holdings saw steady royalty revenue growth in the first quarter of fiscal 2026 despite a slow smartphone market recovery. CFO Jason Child reported a 25% year-over-year increase...
