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    NEWS TAGGED PERFORMANCE
    Thursday 9 October 2025
    Applied Materials advances AI chip performance with hybrid bonding and e-beam metrology
    To enhance the performance of advanced logic and memory chips required for AI computing, global semiconductor equipment leader Applied Materials has unveiled new semiconductor manufacturing...
    Thursday 9 October 2025
    TSMC's 3Q25 revenue surpasses high forecast as AI drives advanced process demand
    TSMC reported consolidated revenue of NT$330.98 billion (US$10.8 billion) in September 2025, a slight 1.4% decrease from August but a 31.4% increase year-over-year, marking a record...
    Thursday 9 October 2025
    GSEO September revenue rises on seasonal demand; 4Q25 hinges on new device sales
    Taiwan-based lens manufacturer Genius Electronic Optical (GSEO) reported a consolidated revenue of NT$2.66 billion (approx. US$86.98 million) in September 2025, down NT$42.53 million...
    Thursday 9 October 2025
    Lite-On Technology posts strong September revenue driven by cloud and server systems
    Lite-On Technology recorded consolidated revenue of NT$15.4 billion (US$504 million) in September 2025, representing a 30% increase year-on-year but a 1.6% decline from August. This...
    Wednesday 8 October 2025
    Oracle's cloud business reportedly posts just 14% gross margin despite AI demand
    Oracle is generating significant revenue by renting out Nvidia GPU-powered servers, but its cloud computing business reports a gross margin far below market expectations.
    Tuesday 7 October 2025
    CATL extends global lead as Korean battery utilization drops to 50%

    South Korea's once-dominant battery manufacturers are losing their footing in the global electric vehicle (EV) supply chain, as Chinese...

    Tuesday 7 October 2025
    Qualcomm shifts GPU strategy, refocuses on real-world AI efficiency
    The year 2025 has brought many changes to the mobile industry. Apple launched its self-developed modem chip in the iPhone 16e, followed by Xiaomi's Xuanjie O1, its high-profile self-developed...
    Tuesday 7 October 2025
    China's SiC industry finds high-value exit in Meta's AR supply chain

    As the global semiconductor industry eyes the rise of 12-inch silicon carbide (SiC) wafers as potential game-changers in advanced packaging,...

    Tuesday 7 October 2025
    AI racks and iPhones lift Hon Hai to a record September
    Hon Hai Precision Industry Co., Ltd. posted robust revenue results for September 2025, reporting NT$837.068 billion (US$27.55 billion), driven by increased demand for AI servers and...
    Monday 6 October 2025
    Samsung faces petition to oust camera chief amid labor tensions
    A petition demanding that Samsung Electronics replace the head of its camera division has gained significant traction, fueled by criticism over the company's smartphone camera performance...
    Sunday 5 October 2025
    Kioxia and Nvidia develop SSDs 100x faster for next-gen servers
    Kioxia, Japan's leading memory chip maker, is partnering with Nvidia to develop a revolutionary solid-state drive (SSD) nearly 100 times faster than conventional models. The new drive,...
    Thursday 2 October 2025
    From racetrack to Woven City: Toyota chair envisions a new era of mobility
    On September 28th, the second day of the 2025 Toyota Gazoo Racing Corolla Cup in Taichung, Toyota Motor Corporation Chairman Akio Toyoda made a surprise appearance—not just...
    Thursday 2 October 2025
    E Ink pauses in 4Q25 while Netronix pushes growth
    The e-paper market is flourishing with diverse end applications, driving strong performance for related manufacturers. Leading e-paper maker E Ink expects a brief pause in the fourth...
    Thursday 2 October 2025
    Intel bets on 18A and PowerVia to redefine advanced node performance
    Intel is set to kick off mass production of its 18A process at Fab 52 in Arizona by year-end, using PowerVia and RibbonFET technologies. The move positions Intel in a head-to-head...
    Thursday 2 October 2025
    CoWoS creates turning point for 12-inch SiC
    Third-generation semiconductor silicon carbide (SiC) has recently shifted industry focus from the mainstream 6-inch and 8-inch wafers to the more futuristic 12-inch SiC substrates,...
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    Research Report Database
    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Wednesday 1 October 2025
    Wise Integration Launches First Digital Controller, WiseWare 1.1, for GaN Totem Pole PFC with High Switching Frequency Up to 2 MHz
    Wednesday 1 October 2025
    AI Applications, Innovation Empowered! The Fourth GMIF2025 Innovation Summit Successfully Concluded
    Wednesday 1 October 2025
    Embracing WP.29 R155 and R156-Winbond Secure Flash Memory Accelerates Automotive Compliance and Differentiation
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