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Thursday 24 July 2025
AI data center boom and OpenAI deal propel Alphabet's cloud ambitions into 2026
Oracle is rapidly expanding its cloud infrastructure footprint across the US and Europe, securing significant contracts and projecting substantial revenue growth for fiscal year 2026...
Thursday 24 July 2025
SK Hynix rides DRAM wave, doubles down on HBM with capex boost
SK Hynix reported second-quarter 2025 revenue of KRW22.23 trillion (US$16.17 billion), up 35% year-over-year, driven by surging demand for AI and high-performance DRAM. The company...
Thursday 24 July 2025
Alphabet opens its wallet for AI supremacy
On July 23, Alphabet Inc. reported robust second-quarter 2025 financial results, marked by double-digit revenue growth and a sharp increase in capex. The company posted revenue of...
Thursday 24 July 2025
China gains ground on Taiwan's OSAT dominance amid pricing revolt
Taiwan continues to dominate the global outsourced semiconductor assembly and test (OSAT) market, but China is catching up quickly. Driven by state-backed chip self-reliance efforts,...
Wednesday 23 July 2025
PSMC reports bigger 2Q25 loss, stronger Taiwan Dollar and weak chip prices offset Tata deal gains
Powerchip Semiconductor Manufacturing Company (PSMC) reported a steeper net loss in the second quarter of 2025, as a stronger New Taiwan dollar and weakening wafer average selling...
Wednesday 23 July 2025
Quiet dominance on global sensor: Inside Goertek Microelectronics' second Hong Kong IPO bid
Goertek Microelectronics Inc., a spin-off from Shenzhen-listed Goertek Inc., has refiled its prospectus for a listing on the main board of the Hong Kong Stock Exchange. This marks...
Wednesday 23 July 2025
Dixon revenue soars on EMS, mobile strength as India gains manufacturing tailwind
On July 22, Dixon Technologies reported strong financial results for the first quarter of fiscal year 2025, driven largely by its fast-growing Mobile and Electronics Manufacturing...
Wednesday 23 July 2025
TI posts solid 2Q25 results, cautious outlook tempers optimism
On July 22, Texas Instruments (TI) reported a strong set of second-quarter results, buoyed by a rebound in analog chip demand and signs of stabilization in its industrial business...
Tuesday 22 July 2025
PlayNitride faces revenue decline as microLED growth streak ends
Taiwanese microLED manufacturer PlayNitride is confronting its first significant slowdown after years of rapid expansion, with first-half revenue falling 4.64% to NT$504 million (approx...
Tuesday 22 July 2025
Taiwan's passive component market poised for growth amid AI and auto boom
Taiwan's passive component industry is positioned for growth driven by AI adoption across cloud servers, AI PCs, and smartphones, alongside rising automotive electrification. Industry...
Tuesday 22 July 2025
Aurotek reveals robotic partnerships with top players from China, the US, Japan, and Germany
The booming robot market has seen Aurotek keenly pivot from automated equipment manufacturing to smart robot integration solutions, riding the current wave of industry growth. Departing...
Tuesday 22 July 2025
NXP signals soft outlook; TI may strike similar tone as auto, industrial chip markets struggle
NXP Semiconductors posted a second-quarter revenue decline and cautious guidance for the third quarter, reinforcing concerns over lingering weakness in the automotive and industrial...
Tuesday 22 July 2025
NXP posts soft 2Q25, guidance fails to impress as growth headwinds persist
NXP Semiconductors reported a steeper-than-expected year-on-year revenue decline in the second quarter and issued a lukewarm third-quarter forecast, underscoring ongoing weakness...
Monday 21 July 2025
Nvidia's China chip clearance spurs SK Hynix memory expansion plans
Nvidia's renewed ability to sell H20 artificial intelligence chips to China following the lifting of US restrictions is driving SK Hynix to consider expanding production of advanced...
Monday 21 July 2025
Santi Renewable Energy spins off energy storage business to expand in photoelectric, green energy
Santi Renewable Energy, a subsidiary of Taiwan's North-Star Petroleum, has approved a resolution to spin off its energy storage business group and establish a new company, Chiayou...