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Monday 5 May 2025
Taiwan's surging currency puts pressure on exporters' margins

The New Taiwan dollar (NT$) surged by NT$0.953 against the US dollar (US$) on May 2—an appreciation of nearly 3% in a single day...

Monday 5 May 2025
Silicon Motion optimistic about consumer recovery in second half of 2025 amid strong AI inference demand
Silicon Motion, a NAND controller provider, reported that its first-quarter revenue and profit almost met the high end of prior forecasts, largely due to increased demand for AI inference...
Saturday 3 May 2025
Murata braces for 8-year profit nadir as smartphone, auto headwinds mount
Murata Manufacturing anticipates its profit for fiscal year 2025 (April 2025 to March 2026) to hit an eight-year low, citing stagnant demand for smartphones and automotive components,...
Friday 2 May 2025
Powertech Technology sees revenue decline as expected in 1Q25
Powertech Technology (PTI), a Taiwanese memory packaging and testing vendor, experienced a decrease in solid-state drive (SSD) and NAND flash shipments in the first quarter of 2025,...
Friday 2 May 2025
ACSI posts stellar results amid increasing cybersecurity awareness
Acer Cyber Security Inc. (ACSI) released its consolidated financial report for the first quarter of 2025 at the company's board meeting on April 29. The company delivered impressive...
Friday 2 May 2025
TCL rides display market rebound to record highs as supersized panels and strategic bets pay off
With panel supply-demand conditions improving and demand for larger displays accelerating, TCL Technology's semiconductor display business is staging a strong comeback. According...
Friday 2 May 2025
Nvidia braces for regulatory headwinds ahead of 1Q earnings
Nvidia faces multiple challenges as it approaches its fiscal first quarter 2026 earnings release on May 28, with new AI export controls taking effect on May 15 and potential tariffs...
Friday 2 May 2025
Is the early pull-in effect ending? Taiwan electronics industry outlook downgraded to green light
Supermicro announced this week a downward revision of its revenue and profit forecasts. The question remains whether this is due to disruptive innovation driven by DeepSeek or if...
Thursday 1 May 2025
MediaTek posts 48% gross margin in 1Q25, eyes custom chip revenue lift from 2026
MediaTek released its first-quarter 2025 earnings on April 30, with CEO Rick Tsai reaffirming confidence in the long-term growth potential of AI, describing it as an enduring and...
Wednesday 30 April 2025
CR Micro semiconductor upcycle soars on SiC, GaN breakthroughs amid strong 2024 results
China Resources Microelectronics Ltd. (CR Micro) reported steady gains in its 2024 annual and 2025 first-quarter results, underscoring resilience in a volatile chip market. Full-year...
Wednesday 30 April 2025
China's GalaxyCore rides high-pixel boom to triple profit, targets AI glasses, automotive vision next

GalaxyCore Inc. reported its 2024 earnings on April 28, posting annual revenue of CNY6.383 billion (approx. US$875 million), a 35.9%...

Tuesday 29 April 2025
Automotive supply chains favor Japanese brands for orders with higher margins
Nissan reportedly plans to close its Wuhan plant in China, reflecting Japanese car brands' rapid decline in the Chinese automobile market. However, the automotive supply chain still...
Tuesday 29 April 2025
Sony weighs chip spinoff that Dan Loeb called for years ago
Sony Group Corp. is considering spinning off its semiconductor unit, according to people familiar with the matter, marking the PlayStation maker's latest effort to streamline its...
Monday 28 April 2025
China's Wingtech cuts loose ODM drag, races toward semiconductor pure play
Wingtech Technology announced its 2024 full-year and 2025 first-quarter results on April 25, underscoring an accelerated shift toward its semiconductor business. Wingtech posted 2024...
Monday 28 April 2025
Renesas hits brakes on EV chip expansion as market uncertainty and tariff woes persist
Japanese chipmaker Renesas Electronics has adopted a cautious stance on expanding its production of power semiconductors for electric vehicles (EVs). During its earnings briefing...