Global spending on sovereign AI infrastructure is surging, fueling record demand for Nvidia's rack-scale server systems. JPMorgan Chase, as cited by Wccftech, says Foxconn...
South Korea-based optical wafer inspection equipment manufacturer Nextin has made strides in the high-bandwidth memory (HBM) segment, gaining traction after launching its dedicated...
Everlight Electronics posted a 3.48% year-over-year decline in consolidated revenue for the first half of 2025, totaling NT$10.095 billion (US$330 million). The company's gross margin...
The Korea Display Industry Association (KDIA) reported that the combined revenue of South Korean panel companies reached US$10 billion in the first quarter of 2025, marking a return...
Nvidia projected third-quarter fiscal 2026 revenue of about US$54 billion, beating market consensus but trailing the most optimistic forecasts of US$60 billion. Crucially, the outlook...
Everlight Chemical is maintaining a cautious outlook for the second half of 2025, with no expectations of recovering demand in the third quarter, but seeing a potential rebound in...
Sunplus Group warned that the consumer electronics slump and rising competition from Chinese chipmakers will cloud its outlook for the second half of 2025. The Taiwan-based IC design...
Taiwanese polarizer manufacturers are struggling due to overall capacity oversupply, a downturn in the panel market during the second quarter of 2025, exchange rate fluctuations,...
LG Display (LGD), optimistic about the automotive market outlook, showcased a fully autonomous driving concept car equipped with various innovative display solutions at K-Display...
ASC, a key supplier of fluororesin equipment and materials for the semiconductor industry, currently holds orders worth over NT$4 billion (US$133.6 million), reflecting a recovery...
Taiwan's integrated circuit (IC) design companies have released financial reports and forecasts that signal a cautious outlook for the third quarter of 2025. Tariff-driven pull-ins...
Micron Technology has lifted its guidance for the fourth quarter of fiscal 2025, citing improved memory pricing and robust execution, particularly in its DRAM business. The revised...
Formosa Plastics released its outlook for the third quarter of 2025 on August 7. Despite a slight reduction in production capacity due to scheduled maintenance, the company remains...
Taiwanese DDI leader Novatek held an earnings call on August 6, 2025, sharing its outlook amid challenging market conditions. Impacted by unfavorable factors such as the appreciation...