Radiant Optoelectronics, a key backlight module supplier for Apple notebooks and tablets, reports that customers have remained calm about tariffs imposed under the Trump administration,...
Despite numerous headwinds currently facing the AI industry outlook, it is undeniable that the AI sector—especially AI servers—will continue to be a cornerstone of Taiwan's...
Celestica, a leader in design, manufacturing, hardware platforms, and supply chain solutions, reported first-quarter 2025 financial results that decisively exceeded the upper end...
In the latest earnings call, Intel elaborated on its latest aggressive cust-cutting measures. Tariff risks threaten gross margins, exacerbated by the shift to lower-margin Lunar Lake...
Intel reported first-quarter revenue of US$12.67 billion, a 0.4% decline from the previous year, with a gross margin of 36.9% compared to 41.0% in the first quarter of 2024. Operating...
Texas Instruments reported strong first-quarter results, with revenue of US$4.07 billion, surpassing forecasts, driven by a 13% rise in its Analog segment. The upbeat outlook signals...
The recent earnings call from TSMC conveyed an optimistic message. However, downstream brand manufacturers are adopting a more cautious stance regarding future market demand changes...
TSMC delivered a strong first-quarter 2025 earnings call, raising its full-year revenue forecast and reinforcing its position as a key player in the AI-driven chipmaking boom. The...
Chinese battery-making giant Contemporary Amperex Technology Co. Ltd. reported a 33% jump in first-quarter earnings, defying a slowdown in demand for electric vehicles and a drop...
Despite the machinery sector's vulnerability to global tariff hikes, plastic injection molding machine maker FCS Machinery has reported minimal exposure to new trade barriers and...
Taiwan Semiconductor Manufacturing Company (TSMC) reported better-than-expected revenue for March and the first quarter of 2025, easing earlier market concerns about earthquake disruptions...
TSMC's March revenue surged, yet future forecasts face uncertainties. Potential US tariffs and a possible US$1 billion fine for export violations raise concerns despite strong AI...
Dell Technologies Inc. gave a strong outlook for sales of servers optimized for artificial intelligence, though investors remained concerned about the profitability of these produc...
