GlobalFoundries posted stable results for the second quarter of 2025, reporting net revenue of US$1.69 billion, up 3.4% year-over-year. The company achieved a gross margin of 24.2%,...
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...
China's People's Daily has issued a sharp warning over national security risks tied to Nvidia's H20 AI chip, following reports of possible backdoor vulnerabilities. The commentary...
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...
Supply chain sources indicate that Samsung SDI, the leading manufacturer of battery cells for backup battery units (BBUs), plans to expand its production. Even Japan's Murata intends...
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...
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,...
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...
Alibaba has entered China's rapidly evolving smart eyewear market with the unveiling of its in-house Quark AI glasses at the 2025 World Artificial Intelligence Conference (WAIC)....
Leading reclaimed wafer manufacturer Phoenix Silicon International (PSI) announced on August 1 that its board has officially approved a capital expenditure plan of NT$4.379 billion...
China's electronics manufacturing sector has surged over the past decade, driven by the Made in China 2025 (MIC2025) initiative and strong demand from global brands like Apple and...
On July 31, the White House announced a revision to its "reciprocal tariffs" policy, reducing Taiwan's auto tariff rate from 32% to 20%. Despite the cut, many Taiwanese automakers...
In the first half of 2025, the global top 20 EMS/ODM rankings showed a decisive shift, with companies linked to AI server assembly climbing the ranks, while those reliant on consumer...
