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Thursday 31 July 2025
UMC's 2Q25 margin slips below 30% on forex hit; 3Q25 outlook dims amid strong NT dollar
United Microelectronics Corp. (UMC) missed its second quarter 2025 gross margin target, reporting 28.7% instead of the projected 30%, as a stronger New Taiwan dollar eroded profitability...
Thursday 31 July 2025
China's SIMIC snaps up legacy power chip fab in US$1.39 billion bet on AI, EV boom
SIMIC Holdings Co., Ltd. has acquired a strategic stake in Chongqing Alpha and Omega Semiconductor Limited (CQAOS) for more than CNY10 billion (US$1.39 billion), in one of China's...
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...
Thursday 31 July 2025
Arm posts solid 1QFY25 results, but rising R&D costs cloud earnings outlook
Arm reported strong fiscal first-quarter results with high margins and steady revenue growth. However, a jump in operating expenses and a cautious outlook on handsets and industrial...
Thursday 31 July 2025
MediaTek defies exchange headwinds with strong 2Q25 beat
MediaTek reported its second-quarter 2025 earnings on July 30, with revenue landing near the top end of guidance and gross margin beating expectations, despite adverse foreign exchange...
Thursday 31 July 2025
Tariffs & FX hits Everlight Chemical, June revenue drops 15.5%
Everlight Chemical announced its unaudited consolidated revenue for June 2025 was NT$598 million (approx. US$20.1 million), down 15.5% compared to the same period in 2024. The consolidated...
Thursday 31 July 2025
AI and ASIC servers drive soaring demand for BBUs amid rising power consumption
The rapid increase in power consumption by AI servers is fueling a surge in demand for backup battery units (BBUs). Market expectations indicate that key Taiwanese players such as...
Wednesday 30 July 2025
Japan's Advantest raises FY2025 outlook on strong AI chip demand and weak yen
Japanese chip testing equipment maker Advantest has raised its full-year revenue and earnings forecasts for fiscal 2025, citing stronger-than-expected demand driven by generative...
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
China surges ahead of South Korea in the sodium-ion battery race
As global demand for alternative battery technologies grows, sodium-ion batteries are emerging as a promising contender in the next phase of energy storage innovation. Yet while Chinese...
Wednesday 30 July 2025
China unveils first optical-interconnect GPU supernode in AI infrastructure push

As demand for computing power accelerates alongside the rise of large-scale and multimodal AI models, China is ramping up efforts to expand...

Wednesday 30 July 2025
Taiwan manufacturers adopt three-step survival strategy in response to tariff disruptions and economic downturn
As the US prepares to announce reciprocal tariffs on Taiwan, concerns persist over the potential impact on Taiwanese industries, including exports, technology, and agriculture. If...
Wednesday 30 July 2025
VIS expects continued gross margin pressure in 3Q25
Specialty IC foundry Vanguard International Semiconductor (VIS) announced its latest financial results on July 29, reporting a second-quarter 2025 consolidated revenue of NT$11.7...
Wednesday 30 July 2025
PTI overcomes awkward phase with FOPLP, expects major growth from 2026
Memory packaging and testing company Powertech Technology Inc. (PTI) has heavily invested in fan-out panel-level packaging (FOPLP) in recent years. Chairman DK Tsai stated that the...
Wednesday 30 July 2025
Smart glasses surge powers EssilorLuxottica's growth, signaling eyewear's future in AI and health tech
Eyewear manufacturer EssilorLuxottica reported better-than-expected revenue growth in its second quarter of 2025, led by strong demand in Europe and a sharp rise in smart glasses...