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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...
Thursday 7 August 2025
HDRE partners with TTE to tap into SEA's solar PV market
Smart energy brand HD Renewable Energy's (HDRE) business footprint covers Taiwan, Japan, Australia, and the Philippines, with an overseas total target capacity reaching 6GW. As the...
Thursday 7 August 2025
Fujifilm posts record earnings on chip material sales, considers backing Rapidus
Fujifilm Holdings posted an operating profit of JPY75.2 billion (approx. US$510 million) for the April–June 2025 quarter, a 21% year-over-year increase and the second straight...
Thursday 7 August 2025
China smartphone AP shipments, 2Q 2025

Introduction

Wednesday 6 August 2025
DB Hitek rides China demand surge, targets growth in mature power semiconductors
In its second-quarter 2025 financial report, South Korean foundry DB Hitek reported strong performance driven by increased orders from Chinese customers amid rising US-China semiconductor...
Wednesday 6 August 2025
EV adoption stalls in Taiwan as net-zero targets quietly recede

Since early 2025, Taiwan's real estate and auto markets have been sluggish, with car sales in a prolonged downturn. Though the government...

Wednesday 6 August 2025
The China risk: what keeps global chip toolmakers up at night
ASML, Lam Research, and KLA Corp. posted strong second-quarter 2025 earnings, reflecting solid demand across the semiconductor supply chain, fueled by growth in AI, high-bandwidth...
Wednesday 6 August 2025
Supermicro lowers FY26 outlook despite FY25 AI-driven growth
Supermicro capped fiscal 2025 with record growth, highlighting strong AI infrastructure demand and new data center platforms. However, its lowered fiscal 2026 outlook signals rising...
Wednesday 6 August 2025
AMD reports record revenue amid operating loss due to US export restrictions
AMD reported second-quarter 2025 results on August 6, delivering record quarterly revenue of US$7.69 billion, a 32% year-over-year increase driven by strong demand for its Ryzen CPUs,...
Wednesday 6 August 2025
Taiwan resists BYD’s Thailand detour amid rising scrutiny of Chinese EVs
Recent reports have stated that Chinese automaker BYD Auto intends to sell vehicles in Taiwan under the Denza brand through a third-party country, with distributor Taikoo Motors playing...
Tuesday 5 August 2025
Tesla China shipments fall again as competition heats up
Shipments from Tesla Inc.'s Shanghai factory slipped back into decline on intense competition in China and global trade uncertainties.
Tuesday 5 August 2025
Taiwan Mobile vows to be at forefront of upcoming AI glasses battle
Meta Platforms Inc. recently released its financial report for the second quarter of 2025, highlighting the impressive sales performance of its AI glasses, while Meta's partner, eyewear...
Tuesday 5 August 2025
Onsemi remains cautious on tariffs, sees recovery in auto and AI segments
Onsemi flagged weak industrial and automotive demand in the second quarter of 2025 but expects modest growth ahead, with AI-related sales providing a boost. CEO Hassane El-Khoury...
Monday 4 August 2025
iPhone 16 demand powers lens makers, but 4Q25 is the real test
Apple reported strong iPhone sales in its fiscal third-quarter 2025 earnings, pushing overall revenue higher and triggering a ramp-up in shipments across the optical lens supply chain...
Monday 4 August 2025
Major mobile AP providers ride early demand surge ahead of tariffs, eye high-end market for growth
Apple, Qualcomm, and MediaTek exceeded expectations in recent financial results, driven by final Chinese government subsidies and anticipation of tariff hikes later in the year. This...