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Sunday 10 August 2025
Ezconn's 2Q margin hits record high as data center demand overpowers forex drag
Optical communications provider Ezconn reported a record gross margin of 61.67% in the second quarter of 2025, rising 12.25pp from the prior quarter and 8.51pp year-over-year. However,...
Saturday 9 August 2025
Dynamic's Thailand plant to volume produce AI server motherboards in 4Q25, with AI revenue expected to reach 20% by 2026
Automotive PCB manufacturer Dynamic Holding announced that as the learning curve at its new Thailand plant gradually improves, high-end new products are expected to enter small-scale...
Saturday 9 August 2025
Qisda reports US assembly not necessarily cost-effective under 20% tariff
Qisda's consolidated revenue for July 2025 was NT$17.473 billion (approx. US$583.2 million), down 6.99% monthly but up 7.25% annually. For the first seven months of 2025, consolidated...
Saturday 9 August 2025
Winbond signals start of 2-year DRAM growth cycle as DDR4 supply tightens
Winbond Electronics said its core memory operations are improving despite foreign exchange-related losses widening its bottom line. DDR3 and DDR4 prices have been rising since June...
Saturday 9 August 2025
HannStar's 12th straight quarter of losses leaves plant sale uncertain
Small-to-medium-sized panel maker HannStar Display continued to incur losses in the second quarter of 2025, marking its twelfth consecutive quarter of accumulated losses. To simplify...
Friday 8 August 2025
AmTRAN Technology's operating profit soars 534% in 1H25, driven by stable video conferencing and computer peripheral orders
AmTRAN Technology announced a preliminary revenue of NT$2.034 billion (in the same period last year. The company's revenue performance in the second quarter of 2025 showcased significant...
Friday 8 August 2025
TSMC-backed VisEra moves to capture CIS upside with thin-form optics, new capacity
VisEra Technologies, a TSMC-affiliated optical component supplier, anticipates third-quarter growth driven by rising demand for CMOS image sensors (CIS), as high-end smartphone camera...
Friday 8 August 2025
UMT sees July revenue slump but expects recovery as satellite shipments resume
Universal Microwave Technology (UMT), a Taiwanese manufacturer of high-frequency communication components, reported a significant year-over-year decline in revenue for July 2025,...
Friday 8 August 2025
M31 swings to loss on FX hit, bets on sub-5nm and EV chip growth in 2H25
Silicon IP provider M31 Technology reported a net loss for the second quarter of 2025, as significant foreign exchange losses stemming from the sharp appreciation of the New Taiwan...
Friday 8 August 2025
Everlight Chemical sees impact of tariffs, exchange rates on July revenue
Everlight Chemical posted NT$6.216 billion (approx. US$208 million) in consolidated revenue for July 2025, a decrease of NT$72.27 million (approx. US$2.4 million) or 10.4% year-on-year...
Friday 8 August 2025
CMMT expects market recovery after tariff and exchange rate fluctuations settle
The third quarter is traditionally a peak season, but Taiwanese panel manufacturers have gradually released news of a weaker-than-expected peak. The market is concerned about whether...
Friday 8 August 2025
GlobalWafers reframes tariff uncertainties into advantages
GlobalWafers chairperson Doris Hsu stated during its earnings call that recent currency fluctuations have somewhat suppressed revenue performance when calculated in New Taiwan Dollars...
Friday 8 August 2025
SMIC reports mixed 2Q25 results, forecasts modest growth as stimulus boost fades
On late August 7, Semiconductor Manufacturing International Corporation (SMIC) posted mixed financial results for the second quarter of 2025, reflecting sequential softness but continued...
Friday 8 August 2025
Hua Hong Semiconductor signals optimism for 3Q25 on 12-inch ramp-up
Hua Hong Semiconductor reported second-quarter 2025 revenue of US$566.1 million, marking an 18% year-over-year increase, driven by strong momentum in its 12-inch wafer business. Net...
Friday 8 August 2025
Airoha projects strong 1H25 growth on European expansion and optical shipments

Airoha, MediaTek's chip subsidiary, reported strong growth for the first half of 2025 driven...