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NEWS TAGGED OUTLOOK
Thursday 13 November 2025
Infineon flags China EV headwinds as pricing pressure drags on auto outlook
Infineon Technologies struck a cautious tone on its automotive outlook during its 2025 earnings call, with CEO Jochen Hanebeck highlighting ongoing challenges in China's electric...
Thursday 13 November 2025
Infineon posts stable 2025 results—and bets big on AI-driven power demand
Infineon Technologies ended fiscal 2025 with stable revenue and a rebound in profit, supported by strong demand for power and sensor products. The company expects moderate growth...
Thursday 13 November 2025
Foxconn earnings stay firm for 2025 as Liu cites “signs to be optimistic” for 2026
Foxconn (Hon Hai Precision Industry Co.) posted robust performance in the third quarter of 2025, driven by new smartphone launches, smart consumer electronics, AI servers, and cloud...
Wednesday 12 November 2025
Foxconn chairman responds to Luxgen acquisition rumors
Foxconn chairman Young Liu addressed recent market speculation about Foxtron's interest in acquiring Luxgen at a November 12, 2025, investor briefing, stating that expanding sales...
Wednesday 12 November 2025
Microchip forecasts fall short as tariffs hit 4Q25 US-China markets
Automotive microcontroller IDM vendors Texas Instruments (TI) and Microchip both fell short of market expectations for their fourth-quarter 2025 outlook. Although the financial results...
Tuesday 11 November 2025
Sharp raises FY2025 profit outlook, plans AI server production with Foxconn by 2027
Sharp announced on November 10, 2025, that it has lifted its fiscal 2025 (April 2025 to March 2026) net profit outlook to JPY53 billion (US$345.6 million), a 47% annual increase and...
Tuesday 11 November 2025
Pegatron sees stable October revenue boosted by Apple iPhone demand
Pegatron reported its October 2025 revenue at NT$117.8 billion (approx. US$3.80 billion), up 2.53% month-over-month but down 0.82% year-over-year, maintaining over NT$100 billion...
Sunday 9 November 2025
M31 weathers a costly quarter with eyes on AI-fueled recovery
Silicon intellectual property (IP) provider M31 Technology posted a loss for the third quarter of 2025. The company blamed the red ink on project delays from North American and European...
Friday 7 November 2025
Novatek braces for revenue dip in 2025, bets on AI ASICs to drive recovery
Novatek Microelectronics, Taiwan's top display driver IC (DDI) supplier, held its earnings call with CEO Steve Wang outlining the company's market outlook. He said the stronger New...
Thursday 6 November 2025
Arm raises forecast after record quarter fueled by soaring AI demand
Arm Holdings raised its revenue outlook on Nov. 5 after posting record quarterly results, citing a broad-based surge in demand for its technology driven by artificial intelligence.
Thursday 6 November 2025
Tax shock slams Qualcomm’s profit, but chips keep humming into 2026
Qualcomm ended fiscal 2025 with solid revenue growth but saw profits tumble due to a one-time US$5.7 billion non-cash tax charge linked to new US tax legislation. Despite the hit,...
Thursday 6 November 2025
Taiwan machinery exports to rebound in 2Q26 as trade tensions ease
Despite tariff and exchange rate uncertainties clouding the global outlook, Taiwan's machinery industry remains on its growth track in 2025, supported by strong demand from the AI...
Tuesday 4 November 2025
MediaTek and Realtek see glimmers of growth in a sluggish auto market
While global carmakers and supply chain players remain cautious about automotive market prospects, several Taiwanese chip designers are signaling quiet optimism. Leading international...
Monday 3 November 2025
BenQ Materials eyes steady medical growth, turns cautious on display market
Leading polarizer BenQ Materials is maintaining a cautious outlook for the display sector in the fourth quarter of 2025 and first half of 2026, due to a sluggish TV market and the...
Monday 3 November 2025
Realtek reports revenue decline, maintains cautious outlook amid tariff concerns
Taiwanese integrated circuit design firm Realtek on October 29, 2025, reported a decline in its third-quarter revenue and offered a cautious forecast for the fourth quarter of 2025,...