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    NEWS TAGGED GUIDANCE
    Friday 18 July 2025
    TSMC shrugs off macro headwinds with bold guidance hike — here's what's driving it

    TSMC has shrugged off currency volatility, reciprocal tariff threats, and looming chip trade duties to raise its 2025 US dollar revenue...

    Monday 9 June 2025
    Commerce sets new rules for US$43 billion broadband plan
    US Commerce Secretary Howard Lutnick released new guidance aimed at reshaping a massive internet infrastructure program to connect the entire country with broadband service, ordering...
    Saturday 7 June 2025
    Record month for Chief Telecom as LY2 data center onboards major clients
    Chief Telecom Inc. reported record-high monthly revenue of NT$446 million (approx. US$14.9 million) in May 2025, marking a 56.42% year-over-year increase fueled by rising enterprise...
    Monday 2 June 2025
    Nvidia revenue jumps 69% despite China chip ban costs
    Nvidia reported first-quarter 2025 revenue of US$44.1 billion, a 69% year-over-year increase that exceeded guidance of US$43 billion, even as export restrictions on H20 chips forced...
    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 reports minimal tariff impact, yield issues hit 2Q25 guidance, and low 2025 outlook visibility
    On May 9, 2025, Semiconductor Manufacturing International Corporation (SMIC) held its first quarter 2025 earnings call, with co-CEO Haijun Zhao addressing performance, tariff impacts,...
    Friday 9 May 2025
    Infineon lowers full-year guidance amid currency headwinds and tariff uncertainties in fiscal 2025
    On May 8, Infineon Technologies announced its financial results for the second quarter of fiscal 2025, reporting revenue of EUR3.59 billion (approx. US$4.03 billion), a 1.1% decline...
    Thursday 8 May 2025
    Flex exceeds Q1 expectations but faces challenges ahead
    Global manufacturing solutions provider Flex reported strong financial results for the first quarter of 2025, surpassing Wall Street expectations. The company recorded a 3.7% increase...
    Thursday 8 May 2025
    Arm's strong quarter overshadowed by weak guidance and rising costs
    Arm Holdings posted strong fiscal fourth-quarter results, but its cautious first-quarter guidance—calling for lower-than-expected revenue and earnings—disappointed investors...
    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
    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...
    Tuesday 29 April 2025
    NXP witnesses falling performance, announces CEO transition
    NXP Semiconductors released its first-quarter 2025 financial results, reporting revenue of US$2.84 billion, a 9.3% decline compared to the same period last year but aligned with the...
    Friday 25 April 2025
    STMicro offers rosy outlook, but guidance clouds persist amid tariff uncertainty

    STMicroelectronics offered a better-than-expected revenue forecast for the second quarter, suggesting a potential recovery...

    Friday 25 April 2025
    Celestica smashes Q1 forecasts, lifts 2025 outlook as cloud and connectivity demand soar
    Celestica, a leader in design, manufacturing, hardware platforms, and supply chain solutions, reported first-quarter 2025 financial results that decisively exceeded the upper end...
    Wednesday 16 April 2025
    ASML delivers 46% YoY revenue growth in 1Q, flags margin pressure ahead
    ASML, the global leader in semiconductor lithography systems, posted a strong year-over-year revenue gain for the first quarter of 2025, alongside its highest gross margin in over...
    1/39 pages
    Research Report Database
    BIZ FOCUS
    Jul 9, 10:42
    TRI unveils new multi-camera AOI, TR7500 SIII Ultra
    Wednesday 9 July 2025
    How distribution is evolving in 2025
    Wednesday 9 July 2025
    AI apprentice available online; Profet AI facilitates manufacturing transformation and resolves industry challenges
    Monday 30 June 2025
    Why age verification online is facing more scrutiny in 2025
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES