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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...
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
Lite-On boosts AI server component output, new Texas facility to help navigate tariff challenges
Lite-On Technology reported strong financial results for the first quarter of 2025, overcoming typical seasonal declines. Despite the potential impact of US tariffs, the company is...
Thursday 8 May 2025
Inventec sees record April sales due to pull-ins ahead of tariff
Inventec announced its revenue for April 2025, surpassing expectations with NT$62.1 billion (approx. US$2.05 billion), marking a 4.33% increase month-over-month and a 21.65% rise...
Wednesday 7 May 2025
Taiwan's smartphone slump darkens: AI buzz fails to lift 1Q, 2Q outlook dims
Taiwan's smartphone shipments dipped slightly in the first quarter of 2025, as extended upgrade cycles and saturated market penetration offset enthusiasm around AI-powered models...
Wednesday 7 May 2025
Export controls take US$1.5B toll, but AMD bets big on AI accelerator boom
On May 6, Advanced Micro Devices (AMD) reported robust first-quarter results for 2025 despite looming challenges from new US export controls on shipments to China and evolving AI...
Tuesday 6 May 2025
Looming US chip tariffs spark end product demand concerns
The US is rumored to reveal details on semiconductor tariffs in the coming days, creating tension throughout the chip industry. Due to limited feedback received by the US Department...
Tuesday 6 May 2025
Chinese CIS vendors close gap as local fabs go full throttle, Xiaomi backs innovation
Following SK Hynix's exit from the CMOS image sensor (CIS) market, Chinese vendors are aggressively scaling shipments, gaining market share, and climbing the value chain by deepening...
Monday 5 May 2025
China smartphone AP shipments, 1Q 2025

Introduction

Monday 5 May 2025
Indian smartphone market sees decline in shipments as Mediatek dominates chipset share, Apple gains premium traction
According to Counterpoint, India's smartphone market experienced a 7% year-over-year shipment decline in the first quarter of 2025, impacted by high inventory levels and fewer product...
Monday 5 May 2025
Qualcomm clinches full Samsung S25 win, yet real growth rides on auto and AI bets
After delays, Samsung Electronics dropped its in-house Exynos 2500 from the Galaxy S25 lineup, opting instead to power the entire series with Qualcomm's Snapdragon chips, securing...
Sunday 4 May 2025
Holtek sees growth as clients rush orders ahead of US tariff deadline
Microcontroller manufacturer Holtek Semiconductor is experiencing increased orders as customers in both China and the US accelerate purchases ahead of potential tariff implementation,...
Saturday 3 May 2025
Primax powers ahead on AIoT tailwinds and PC rebound, but tariff turbulence persists
Primax Electronics Ltd. delivered strong first quarter 2025 results, driven by early PC order pull-ins and rising shipments of AIoT and professional acoustic products. Despite the...
Saturday 3 May 2025
Macronix narrows Q1 loss, awaits Nintendo Switch 2 boost in 2H25
Macronix International, the Taiwan-based memory chip manufacturer, reduced its losses in the first quarter of 2025 as inventory issues continued to weigh on performance. Chairman...