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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.
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...