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Thursday 20 November 2025
Yulon Nissan posts 3Q25 profit turnaround as Nissan N7 sales surge
Yulon Nissan Motor, a subsidiary of Yulon Group, held an online earnings call on November 19 to report its operational results for the third quarter of 2025 and provide updates on...
Thursday 20 November 2025
Jensen Huang explains why Nvidia is building an AI empire, not just faster chips
Nvidia is doubling down on ecosystem expansion to solidify its position as the go-to platform for AI computing, CEO Jensen Huang said during the company's third-quarter fiscal 2026...
Wednesday 19 November 2025
Iron Force Industrial reports slight revenue decline amid tariff challenges and strategic shifts
Automotive parts supplier Iron Force Industrial disclosed a marginal revenue decline in its first three quarters of 2025 during an earnings call on November 17, citing ongoing tariff...
Friday 14 November 2025
Global Mixed-mode Technology eyes 2026 DDR5 and DDR4 demand crossover
Global Mixed-mode Technology (GMT) held its earnings call on November 12, 2025, revealing that early customer stocking in the first half of 2025 dampened the traditional peak season...
Friday 14 November 2025
Ilitek completes T-Con integration, eyes DDI product synergy in 2026
DDI supplier Ilitek held an earnings call on November 12, 2025, attributing its third-quarter revenue growth to the completion of platform transitions by key customers and the start...
Friday 14 November 2025
Potential Foxconn-OpenAI partnership to deepen AI hardware-software integrated ecosystem
At Foxconn's earnings call on November 12, 2025, chairman Young Liu teased its collaboration plan with OpenAI, which will be officially announced at Foxconn's annual Tech Day on November...
Friday 14 November 2025
DDR5 becomes 2026 standard, and power-control overhaul lifts passive component market
The memory market's ongoing shortage-and-price surge continues to accelerate, lifting the broader sector and boosting earnings for DRAM manufacturers, module suppliers, memory packaging...
Friday 14 November 2025
ASUS AI servers near 20% of 3Q25 revenue
ASUS held its earnings call on November 11, 2025, reporting that in the third quarter of 2025, brand revenue reached NT$189.9 billion (US$6.1 billion), up 21% year-over-year, setting...
Thursday 13 November 2025
Foxconn confirms OpenAI partnership, doubling down on trillion-dollar compute race
Foxconn chairman Young Liu used the company's latest earnings call to deliver a message: artificial intelligence is no longer just a growth driver—it is now the most decisive...
Thursday 13 November 2025
Taiwan's materials suppliers ride AI and semiconductor boom into record revenue

Taiwan's major materials distributors — Niching Industrial, Wah Lee Industrial, Topco Scientific (TSC), and Chang Wah Electromaterials...

Thursday 13 November 2025
Nvidia to centralize AI server assembly with select manufacturers, altering ODM shipment model
Nvidia is set to adjust its AI server ODM shipment model to exert tighter control over system assembly processes. Supply chain sources indicate that Taiwan's Wistron Group, Quanta,...
Thursday 13 November 2025
Infineon flags China EV headwinds as pricing pressure drags on auto outlook
Infineon Technologies struck a cautious tone on its automotive outlook during its 2025 earnings call, with CEO Jochen Hanebeck highlighting ongoing challenges in China's electric...
Wednesday 12 November 2025
Foxconn hits US$32B in AI server sales, eyes strong 4Q25 growth on rack demand
Foxconn said at its November 12, 2025, earnings briefing that the AI sector remains in high-growth mode, driven by surging demand for computing power and large-scale production of...
Wednesday 12 November 2025
Foxconn chairman responds to Luxgen acquisition rumors
Foxconn chairman Young Liu addressed recent market speculation about Foxtron's interest in acquiring Luxgen at a November 12, 2025, investor briefing, stating that expanding sales...
Wednesday 12 November 2025
BYD shifts growth focus overseas as capex slows sharply
Facing intense competition in China's new energy vehicle market, electric vehicle leader BYD has clearly shifted its operational focus toward overseas markets to sustain high growth...