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NEWS TAGGED RECOVERY
Friday 31 October 2025
STM cuts 2025 capex on sluggish demand recovery for automotive and industrial chips
STMicroelectronics (STM) has projected fourth-quarter 2025 revenue below market expectations and trimmed its capital expenditure plan for the year, signaling a weaker-than-anticipated...
Friday 31 October 2025
Samsung Foundry rebounds on Tesla, Qualcomm orders
Samsung Electronics' foundry unit has recently secured major customer orders, signaling a recovery in progress. With clients like Tesla and Qualcomm joining, the company appears poised...
Thursday 30 October 2025
Samsung 3Q25 profit surges on AI chip demand, beats estimates
Samsung reported consolidated revenue of KRW86.1 trillion (US$59.8 billion) and operating profit of KRW12.2 trillion for the quarter ended September 30, 2025, beating both its own...
Thursday 30 October 2025
Texas Instruments sees 50% YoY data center growth amid signs of slower recovery
As US semiconductor companies race to expand domestic manufacturing capacity, Texas Instruments (TI) and Micron Technology are emerging as the most aggressive investors, committing...
Tuesday 28 October 2025
NXP revenue dips as chip cycle bottoms out; auto demand drives cautious rebound
NXP Semiconductors posted third-quarter revenue of US$3.17 billion, down 2.4% year-on-year but above the midpoint of its guidance, reflecting steady demand across key end markets...
Wednesday 22 October 2025
Texas Instruments trims production, tightens focus for a measured recovery
In the Texas Instruments third-quarter 2025 earnings call held on October 21, President and CEO Haviv Ilan addressed investor questions regarding booking patterns and demand consistency...
Wednesday 22 October 2025
Analysis: Samsung reclaims memory crown but what about its foundry?
Samsung Electronics is expected to deliver a surprising performance in the third quarter of 2025, successfully reclaiming the top position in the global memory market, signaling a...
Monday 20 October 2025
Taiwan lead frame makers raise prices as metal costs soar
Taiwan's top three lead frame manufacturers are implementing sweeping price increases for the first time in four years. The move comes as surging prices for gold, silver, and copper...
Friday 17 October 2025
Memory chip prices signal onset of a new supercycle
Samsung Electronics' preliminary results for the third quarter of 2025 have reignited optimism across the global memory market. The results, together with strong performances anticipated...
Thursday 16 October 2025
TSMC tells clients to order early as downstream demand signals remain strong

As demand for artificial intelligence (AI) continues to surge through 2025 and non-AI end markets show mild recovery, TSMC chairman C.C...

Wednesday 1 October 2025
Hotai Motor expects strong Q4 despite lingering market uncertainty
Despite ongoing uncertainty in Taiwan's auto market and a slower-than-expected recovery in showroom traffic, Hotai Motor Co. remains cautiously optimistic about achieving its full-year...
Friday 26 September 2025
Asus and Apple see shipment gains in sluggish PC market; Dell faces sharp decline
Hopes for a strong PC market recovery in 2025 are fading fast. While the market had predicted a surge in sales driven by the end of Windows 10 support and the arrival of new AI-enabled...
Friday 26 September 2025
Global chip sector faces 2026 slowdown: AI growth meets consumer market chill
The semiconductor sector is preparing for a muted rebound in consumer electronics in late 2025. What was once a reliable seasonal upswing now appears absent, with third-quarter order...
Thursday 25 September 2025
Sintrones logs record IPC projects, eyes 4Q25 revenue peak and 2026 growth momentum
Impacted by tariffs, Taiwan-based industrial PC (IPC) maker Sintrones Technology underperformed expectations in 2025. However, Chairman Kevin Hsu remains confident about recovery,...
Thursday 25 September 2025
Regulatory pressure fuels Europe’s rapid EV uptake

After months of sluggish demand, Europe's car market finally posted a sign of recovery in August 2025 — a hopeful signal driven...