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Friday 1 August 2025
Liteon turbocharges Taiwan-US expansion as AI drives growth surge
Liteon Technology reported double-digit sequential and annual growth in consolidated revenue for the second quarter of 2025, with all core business units contributing to the gains...
Friday 1 August 2025
MediaTek leads India's smartphone market rebound
India's smartphone market rebounded in the second quarter of 2025, growing 8% in volume and 18% in value year-over-year, according to Counterpoint's market tracker. The recovery...
Friday 1 August 2025
Apple cites AI investments for rising capex, tempers current quarter growth expectations despite pull-ahead sales
Apple's capex saw a notable rise in the third quarter of the fiscal year 2025, primarily driven by growing investments in artificial intelligence (AI). During the company's earnings...
Friday 1 August 2025
Apple's June-quarter rebound offers momentum, but AI, tariffs, and product shifts pose questions
Apple reported its strongest quarterly growth since 2021, with revenue up 9.6% year-over-year to US$94.04 billion in the third quarter of fiscal 2025, driven by strong iPhone and...
Friday 1 August 2025
Amazon delivers strong 2Q25 growth, but AWS performance tempers investor enthusiasm
Amazon's second-quarter fiscal 2025 revenue rose 13% year-over-year to US$167.7 billion. Operating income jumped 31% to US$19.17 billion, though softer-than-expected cloud growth...
Friday 1 August 2025
Modular moves: Foxconn enlists Teco to scale sovereign AI infrastructure
Foxconn has formed a strategic alliance with Teco Electric and Machinery via a share swap, merging capabilities in ICT and electromechanical engineering. The collaboration targets...
Friday 1 August 2025
Apple braces for US$1.1B in tariffs as Cook outlines strategy to localize production
Apple is preparing for an estimated US$1.1 billion in tariff-related costs in the September quarter, CEO Tim Cook revealed during the company's third-quarter fiscal 2025 earnings...
Friday 1 August 2025
Apple sees growth in China, accelerates AI investments amid strong 3QFY25 performance
During Apple's third-quarter fiscal year 2025 earnings call, CEO Tim Cook highlighted renewed momentum in Greater China, where revenue rose 4% quarter-over-quarter. This improvement...
Friday 1 August 2025
Major IPC suppliers begin new certification; DDR4 price surge expected to last until late 2025
Leading memory manufacturers have successively announced end-of-life (EOL) plans for DDR4 DRAM, with memory module vendors reporting strong order momentum from end customers in the...
Thursday 31 July 2025
Samsung-Tesla AI chip deal: a potential four-way win for all?
Samsung's major AI chip contract with Tesla has sparked heated discussions, with Elon Musk pledging to personally step in to help Samsung improve production efficiency while hinting...
Thursday 31 July 2025
Taiwan's manufacturing exodus: why lower tariffs won't bring factories home
As the US deadline for reciprocal tariffs, set under the Trump administration, approaches on August 1, 2025, Taiwan's final tax rate remains unresolved. While Vietnam and the Philippines—now...
Thursday 31 July 2025
Samsung chip operating profit plunges 90% amid memory inventory and low foundry utilization

Samsung Electronics announced its official financial results for the second...

Thursday 31 July 2025
Analysis: Foxconn-Teco deal boosts Taiwan's push into L12 AI server integration and modular data centers
The strategic share swap between Foxconn and Teco Electric & Machinery Co., Ltd. marks a significant escalation in Taiwan's AI data center server industry. Traditionally focused...
Thursday 31 July 2025
Samsung outlines mobile growth and AI strategy amid tariff concerns, highlights 2nm Exynos roadmap
During its second quarter 2025 earnings call, Samsung Electronics addressed the outlook for its Mobile Experience (MX) division and unveiled strategic plans focused on AI innovation...
Thursday 31 July 2025
US 25% tariff jolts India's electronics sector and Apple
A new 25% US tariff on Indian imports has intensified trade tensions and poses a significant threat to India's fast-growing electronics export industry. The move widens India's disadvantage...