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Friday 1 August 2025
TSMC states exchange rates are uncontrollable as Taiwan's foundry sector faces significant pressure in 3Q25
The violent appreciation of the New Taiwan dollar (NT dollar) is gradually showing its impact. In the second quarter of 2025, the NT dollar appreciated by more than 10%, hitting export-oriented...
Friday 1 August 2025
CoWoS growth stalls on fiberglass crunch; Unimicron sees relief in 2026
Unimicron Technology said AI-related products will account for more than 30% of its 2025 revenue and could surpass 40% in 2026. However, near-term profitability is under pressure...
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
China's auto sector spirals into chaos, component makers in despair
China's auto and parts industries have historically been entangled in cutthroat price wars. Even with Chinese authorities repeatedly calling for an end to the involution, no improvement...
Friday 1 August 2025
Murata's MLCC shipments remain strong in Taiwan despite price wars with Chinese manufacturers
Murata released its financial results for the second quarter of 2025, reporting consolidated operating profit of JPY61.6 billion (US$414.5 million), down 7.2% year-over-year; net...
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...
Friday 1 August 2025
The chip nobody talks about: US and China's hidden agendas behind H20's silent comeback
Nvidia's H20 chips were recently cleared for export to China again, but industry reactions vary. Some companies are actively stockpiling out of concern that renewed tensions between...
Thursday 31 July 2025
Lam Research sees strong start to FY26 on AI chip boom
Lam Research reported fourth-quarter earnings for its fiscal year ending June 29, 2025, that exceeded analyst expectations, driven by increased demand for equipment used in the production...
Thursday 31 July 2025
Screen Holdings sees 12% profit drop as China demand slows, investment weighs
Japanese chip equipment maker Screen Holdings reported a 12.2% year-over-year decline in operating profit for the second quarter of 2025, reaching JPY24.3 billion (US$163 million),...
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
Arm CEO signals strategic shift, considers in-house chips

Arm Holdings is charting a bold new course by exploring the development of its own chipsets,...

Thursday 31 July 2025
Samsung sees memory rebound, eyes HBM3E growth and 3Q25 price surge
Samsung Electronics experienced a rebound in its memory business during the second quarter of 2025, driven by AI-led demand and rising legacy DRAM prices. The company expects further...
Thursday 31 July 2025
MediaTek's product engine hums; 3Q forecast shows cracks from FX drag, front-loaded demand
MediaTek reported solid second quarter 2024 performance during its July 30 earnings call, with CEO Rick Tsai highlighting strong demand for edge AI system-on-chips (SoCs) and high-speed...
Thursday 31 July 2025
Arm-based chips set to capture nearly half of hyperscaler AI market in 2025, says CEO
Arm's AI-focused strategy continues to gain traction, with record royalty growth and increasing demand for its data center and edge computing platforms.