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Thursday 23 October 2025
Quanta server revenue up 50%, expanding US and Thailand capacities
Quanta Senior Vice President Mike Yang stated that Quanta will continue expanding production capacity in the US and Thailand. Although Taiwan is no longer considering factory expansion,...
Thursday 23 October 2025
Tesla's record sales can't mask rising costs and delayed innovation
Tesla Inc. is set to announce its third-quarter 2025 earnings on October 22, 2025 (EST) after the US market close, and while investors will be watching the revenue line closely, much...
Thursday 23 October 2025
MetaX's 404% revenue surge powers a US$547M GPU IPO drive in Shanghai
MetaX's financial momentum is accelerating. The company reported CNY914.93 million (US$128 million) in revenue for the first half of 2025, a 404.51% year-over-year surge. Losses have...
Thursday 23 October 2025
Nexperia's turmoil opens door for Taiwan's Panjit in EU auto market
As export restrictions tighten on Dutch chipmaker Nexperia, a key supplier of power semiconductors, global auto supply chains are feeling the strain—and competitors are moving...
Wednesday 22 October 2025
TSMC strengthens foundry 2.0 leadership, backed by robust AI chip packaging demand
AI investment has boosted semiconductor demand, with TSMC reporting a third-quarter 2025 revenue of US$33.1 billion. Strong advanced packaging demand, supported by Nvidia GPUs, benefits...
Wednesday 22 October 2025
Taiwan motherboard makers ride AI server boom as spinoffs loom
As AI server deployment accelerates, Taiwan's four major motherboard manufacturers are experiencing notable shifts in growth momentum and product mix. Following ASRock's server motherboard...
Wednesday 22 October 2025
Taiwan's test interface leaders go global on rising AI, HPC orders
Driven by next-generation AI chip mass production and seasonal demand for consumer electronics, Taiwan's test interface suppliers reported steady growth in September 2025. Industry...
Wednesday 22 October 2025
China's TV sales slump as subsidies fade ahead of holiday season
China's national subsidy program is nearing its end, and consumer spending momentum has slowed down. During the National Day holidays, TV sales volume and prices both declined. With...
Wednesday 22 October 2025
PSMC narrows loss despite memory market tightness and cautious IT demand
Powerchip Semiconductor Manufacturing Company (PSMC) reported a reduced net loss in the third quarter of 2025, driven by stronger memory product shipments, improved gross margins,...
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
Texas Instruments outlook signals continued market weakness
On October 21, Texas Instruments reported stronger revenue in the third quarter of 2025, posting growth across all major end markets despite a softer outlook for the coming quarter...
Tuesday 21 October 2025
CATL 3Q25 earnings surge 41% on energy storage, commercial EV momentum
CATL posted a 41% year-over-year rise in third quarter 2025 net profit, supported by its leading share in China's battery market and continued international expansion. The company...
Tuesday 21 October 2025
The quiet duopoly powering AI server substrates: Taiwan and Japan’s next supply edge
Eclat Forever Machinery (EFM), a Taiwan-based maker of advanced IC substrate equipment, told investors it expects stronger performance in 2026 than in 2025. Chairman Chou Cheng-chun...
Tuesday 21 October 2025
SK Hynix hits profit milestone that puts Samsung on notice
SK Hynix is on track to log its first-ever quarterly operating profit of KRW10 trillion (US$7 billion) in the third quarter of 2025, making it only the second South Korean firm after...
Tuesday 21 October 2025
ASRock server unit ASRock Rack accelerates B200/B300 server shipments
ASRock Rack, the server motherboard and system development subsidiary of major motherboard manufacturer ASRock, is set to go public in November 2025. ASRock Rack chairman Lung-lun...