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NEWS TAGGED SHIPMENTS
Monday 11 August 2025
Phison Electronics reports record July revenue despite substrate shortage
Phison Electronics announced consolidated revenue of NT$5.688 billion (approx. US$191 million) for July 2025, representing a 21% increase compared to July 2024 and setting a new high...
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
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
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...

Friday 8 August 2025
Macronix launches eMMC solutions to fill MLC NAND shortage
As major memory manufacturers, including Samsung Electronics, exit legacy process products, Macronix to expected to benefit by filling the supply gap in the MLC market.
Thursday 7 August 2025
Shipments of high-end AI accelerators, 2025

Introduction

Thursday 7 August 2025
Chicony Electronics aims for growth in 2H25 driven by Windows 11 and AI PC replacement demand
Chicony Electronics successfully navigated the challenges posed by the New Taiwan Dollar's significant appreciation in the second quarter through effective management of non-operating...
Thursday 7 August 2025
China smartphone AP shipments, 2Q 2025

Introduction

Thursday 7 August 2025
Samsung denies HBM3E price-cut rumors amid Nvidia approval delay
Samsung Electronics has secured an order from Tesla for artificial intelligence (AI) chips, offering a renewed boost to its foundry business. However, the company continues to face...
Wednesday 6 August 2025
China's rise is closing in on Samsung's TV dominance
Samsung Electronics has long dominated the global TV market, but Chinese TV brands have grown rapidly in recent years, steadily challenging Samsung's top spot. As of the first half...
Wednesday 6 August 2025
AMD says US export license review delays MI308 GPU shipments to China, no revenue included in guidance
During AMD's second-quarter 2025 earnings call, CEO Lisa Su and CFO Jean Hu provided updates on the ongoing US export control restrictions affecting the company's MI308 GPU shipments...
Wednesday 6 August 2025
SK Hynix tops Samsung in 2Q25 on Nvidia-fueled HBM surge

SK Hynix overtook Samsung Electronics in global memory chip revenue for the first time in the second quarter of 2025, powered by its...

Wednesday 6 August 2025
Largan sees 31% revenue jump in July on new smartphone rollouts, eyes 3Q expansion
Largan Precision posted July 2025 revenue of NT$5.413 billion (approx. US$181 million), up 31% from June but unchanged from a year earlier. Revenue for the first seven months...
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.