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Friday 9 May 2025
SMIC reports minimal tariff impact, yield issues hit 2Q25 guidance, and low 2025 outlook visibility
On May 9, 2025, Semiconductor Manufacturing International Corporation (SMIC) held its first quarter 2025 earnings call, with co-CEO Haijun Zhao addressing performance, tariff impacts,...
Friday 9 May 2025
FET's 5G penetration surpasses 44% in 1Q25; president says tariffs and exchange rates have minimal impact
Facing the dual challenges of tariffs and volatile exchange rates, Far EasTone Telecommunications (FET) president Chee Ching stated that both factors have limited impact on overall...
Friday 9 May 2025
Infineon flags EUR400m revenue hit from tariffs, trims margin outlook
Infineon Technologies AG announced its second quarter 2025 financial results on May 8. During the second quarter 2025 earnings call, CFO Sven Schneider addressed concerns about the...
Friday 9 May 2025
Infineon lowers full-year guidance amid currency headwinds and tariff uncertainties in fiscal 2025
On May 8, Infineon Technologies announced its financial results for the second quarter of fiscal 2025, reporting revenue of EUR3.59 billion (approx. US$4.03 billion), a 1.1% decline...
Friday 9 May 2025
Chicony Power surges in 2Q25 on urgent orders ahead of 618 Shopping Festival
Chicony Power Technology, a Taiwanese power supply provider, met its revenue targets for the first quarter of 2025, maintaining year-over-year growth despite a seasonally weak period...
Friday 9 May 2025
EOI navigates currency and tariff headwinds, eyes long-term growth
As tariff uncertainties and sharp foreign exchange swings reshape the global automotive supply chain, Taiwanese LED car lighting module manufacturer Excellence Opto (EOI) is facing...
Friday 9 May 2025
SMIC signals cautious outlook for 2Q25
Semiconductor Manufacturing International Corporation (SMIC) announced its financial results for the first quarter of 2025, reporting revenue of US$2.247 billion. This represents...
Friday 9 May 2025
Chicony expects 5–10% sequential revenue growth in 2Q25 as global PC upgrade cycle gains steam
Chicony Electronics Co. reported consolidated revenue of NT$23.281 billion (US$766 million) for the first quarter of 2025, up 2% compared to the same period last year, despite persistent...
Friday 9 May 2025
Naura overtakes SMIC in net profit as China's chip tool strategy delivers
Naura Technology Group, China's top semiconductor equipment supplier, reported a record net profit of CNY5.62 billion (US$776.5 million) in 2024, surpassing SMIC for the first time...
Friday 9 May 2025
Dynamic Electronics: 1Q25 auto slump drags revenue, AI servers and Thailand plant signal rebound
Dynamic Electronics experienced a revenue drop in the first quarter of 2025 due to a slow recovery in the automotive market. Nonetheless, the company anticipates that strong growth...
Thursday 8 May 2025
AP Memory bets on next-gen wearables and AI chips to drive 2025 growth

AP Memory, a leading Taiwanese designer of specialty memory ICs and intellectual property (IP), said it remains optimistic about growth...

Thursday 8 May 2025
Currency shock: Strong NT dollar puts Taiwan's IC distributors under 2Q25 pressure
A sharp rally in the New Taiwan dollar has rattled Taiwan's export-reliant industries, marking the currency's largest single-day gain against the US dollar since central bank data...
Thursday 8 May 2025
Novatek's mobile OLED TDDI mass production boosts 2Q25; no negative impact from tariffs thus far
Display driver IC giant Novatek held an investor conference on May 7 and shared its outlook for the market. Novatek vice chairman and president Steve Wang announced that revenue in...
Thursday 8 May 2025
Taiwan dollar appreciation to reduce VIS's 2Q25 gross margin by 1-3%
Benefiting from customers' early inventory replenishment, Vanguard International Semiconductor (VIS) reported consolidated revenue of approximately NT$11.949 billion (US$395.2 million)...
Thursday 8 May 2025
Qisda delivers robust 1Q25 results amid tariff relief, eyes medical business as next growth driver
Taiwan's tech group Qisda reported solid year-over-year growth in both revenue and profit for the first quarter of 2025, driven by increased customer demand during a 90-day US tariff...