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    NEWS TAGGED GUIDANCE
    Friday 8 August 2025
    Hua Hong Semiconductor signals optimism for 3Q25 on 12-inch ramp-up
    Hua Hong Semiconductor reported second-quarter 2025 revenue of US$566.1 million, marking an 18% year-over-year increase, driven by strong momentum in its 12-inch wafer business. Net...
    Wednesday 6 August 2025
    GlobalFoundries offers cautious outlook amid weak smartphone demand
    GlobalFoundries posted stable results for the second quarter of 2025, reporting net revenue of US$1.69 billion, up 3.4% year-over-year. The company achieved a gross margin of 24.2%,...
    Wednesday 6 August 2025
    AMD says US export license review delays MI308 GPU shipments to China, no revenue included in guidance
    During AMD's second-quarter 2025 earnings call, CEO Lisa Su and CFO Jean Hu provided updates on the ongoing US export control restrictions affecting the company's MI308 GPU shipments...
    Monday 4 August 2025
    Taiwan boosts military drone orders 16-fold as tensions with China escalate
    Taiwan plans to spend more than US$1.68 billion acquiring 48,000 military drones by 2027, a 16-fold increase from current levels, as the island strengthens defenses against growing...
    Thursday 31 July 2025
    Screen Holdings sees 12% profit drop as China demand slows, investment weighs
    Japanese chip equipment maker Screen Holdings reported a 12.2% year-over-year decline in operating profit for the second quarter of 2025, reaching JPY24.3 billion (US$163 million),...
    Thursday 31 July 2025
    MediaTek defies exchange headwinds with strong 2Q25 beat
    MediaTek reported its second-quarter 2025 earnings on July 30, with revenue landing near the top end of guidance and gross margin beating expectations, despite adverse foreign exchange...
    Tuesday 29 July 2025
    Celestica surges in late trading as 2Q25 earnings top forecasts and guidance rises

    Celestica, a key global provider of hardware design, manufacturing, and supply chain solutions, reported strong second-quarter results...

    Tuesday 29 July 2025
    Manufacturing sector prioritizes measurable returns as AI adoption accelerates smart factory push
    Global manufacturers are demanding clearer performance metrics before investing in artificial intelligence (AI)-powered smart manufacturing systems, with supply chain experts identifying...
    Tuesday 29 July 2025
    Cadence brushes off US$140M China fine with AI-fueled surge and upbeat 2025 outlook
    Cadence Design Systems posted strong second-quarter 2025 results and raised its full-year guidance, overcoming a US$140.6 million charge tied to unauthorized China exports. Robust...
    Wednesday 23 July 2025
    TI notes slower growth in automotive market, reaffirms 2025 capex plan
    Texas Instruments' management struck a cautious tone during its second-quarter 2025 earnings call, highlighting signs of cyclical recovery across most end markets while acknowledging...
    Wednesday 23 July 2025
    TI posts solid 2Q25 results, cautious outlook tempers optimism
    On July 22, Texas Instruments (TI) reported a strong set of second-quarter results, buoyed by a rebound in analog chip demand and signs of stabilization in its industrial business...
    Tuesday 22 July 2025
    NXP signals soft outlook; TI may strike similar tone as auto, industrial chip markets struggle
    NXP Semiconductors posted a second-quarter revenue decline and cautious guidance for the third quarter, reinforcing concerns over lingering weakness in the automotive and industrial...
    Tuesday 22 July 2025
    NXP posts soft 2Q25, guidance fails to impress as growth headwinds persist
    NXP Semiconductors reported a steeper-than-expected year-on-year revenue decline in the second quarter and issued a lukewarm third-quarter forecast, underscoring ongoing weakness...
    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...
    1/40 pages
    Research Report Database
    BIZ FOCUS
    Aug 5, 11:49
    Cultivating OCP, embracing open source
    Wednesday 9 July 2025
    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
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES