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Thursday 31 July 2025
Meta posts strong 2Q25 growth, but rising AI investments weigh on outlook
Meta delivered a solid second quarter with revenue and profit surging on strong advertising performance. However, rising AI infrastructure spending and a slower revenue growth outlook...
Thursday 31 July 2025
Qualcomm posts solid Q3, but Apple warning clouds outlook
On July 30, Qualcomm reported a 10% year-on-year increase in revenue for its fiscal third quarter, driven by strong growth in IoT and automotive segments. However, its mixed outlook...
Wednesday 30 July 2025
Yageo expects modest 3Q25 growth amid FX losses
Taiwanese passive component giant Yageo held its earnings call on July 29, 2025, revealing that its second-quarter revenue growth exceeded expectations. It benefited from strong end-market...
Wednesday 30 July 2025
Samsung-Tesla deal gives South Korea new leverage in US tariff negotiations
Samsung has secured a major deal with Tesla, creating new opportunities for its foundry business and providing leverage in South Korea-US tariff negotiations. The partnership extends...
Wednesday 30 July 2025
Tesla AI chip deal marks dawn of Samsung's foundry comeback
Samsung Electronics has landed a next-generation AI chip order from Tesla, a deal seen as a potential inflection point for its lagging foundry business. The deal involves Tesla's AI6...
Wednesday 30 July 2025
SK Hynix rewards generous bonuses, silence from Samsung
Thanks to AI in generating robust revenues, SK Hynix has announced it would issue performance bonuses equivalent to 1.5 months' salary, but many employees are still pushing for more...
Tuesday 29 July 2025
Celestica surges in late trading as 2Q25 earnings top forecasts and guidance rises

Celestica, a key global provider of hardware design, manufacturing, and supply chain solutions, reported strong second-quarter results...

Tuesday 29 July 2025
China crypto firm Bitmain plans first US factory in Trump gambit
Bitmain Technologies Ltd., the world's largest manufacturer of crypto mining hardware, plans to open its first US facility in the coming months, a strategic pivot riding the "Made...
Tuesday 29 July 2025
Generational shift underway at TSMC as R&D exec Wei-jen Lo retires
Wei-jen Lo, senior VP of corporate strategy at TSMC, announced his retirement on July 27. The 75-year-old joined TSMC in 2004 as VP of Operations II. From 2006 to 2009, Lo acted as...
Tuesday 29 July 2025
Cadence expands beyond China with 3D IC momentum from TSMC ecosystem
Cadence Design Systems expressed confidence in its second-half 2025 outlook despite lingering geopolitical uncertainties. In its second-quarter 2025 earnings call, executives affirmed...
Tuesday 29 July 2025
China fills PFAS-based coolant supply gap in South Korea's chip sector after 3M exit
Chinese chemical makers are rapidly entering South Korea's semiconductor coolant supply chain following 3M's planned exit from the business. Firms like Juhua, ChemPacific, and Noah...
Monday 28 July 2025
Why is AI adoption slow in enterprises despite rapid advancements?
AI development in Taiwan is outpacing its adoption in business, revealing a growing gap between innovation and real-world application. While technologies evolve rapidly, companies...
Monday 28 July 2025
Young Optics turns profitable on insurance claim despite core business losses
Taiwan's Young Optics posted first-half 2025 net income of NT$8.22 million (US$252,000) after fire insurance compensation offset operating losses, as the optical components manufacturer...
Monday 28 July 2025
Apple reportedly evaluates Intel 14A process; Nvidia expresses interest in trial production
As US chip giant Intel CEO Lip-Bu Tan openly stated that the company may consider terminating its 14A process node plan if it cannot secure effective external client orders, Intel's...
Monday 28 July 2025
Eternal Materials 2Q25 operating profit up 18.6%, but FX losses weigh on earnings
Eternal Materials reported stable shipments across its three core business segments in June, with consolidated revenue totaling NT$3.297 billion (approx. US$110 million), down 1.9%...