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Thursday 25 July 2024
Chip giants clash: TSMC's Foundry 2.0 takes on Intel's IDM 2.0
With Taiwan Semiconductor Manufacturing Company (TSMC) proposing its Foundry 2.0 model, some industry experts compare it with Intel's IDM 2.0. However, the challenges Intel faces...
Wednesday 24 July 2024
NXP doubts Tier-1 auto customer inventory policies, details new JV with VIS
NXP reported that its performance was affected by its customers' inventory management practices. Despite this, the company expressed strong confidence in its joint venture with Taiwan-based...
Wednesday 24 July 2024
TI results offer hope amid 300mm capacity expansion for enhanced resilience
Texas Instruments (TI) provided financial guidance that is slightly lower than expectations. The company's capital expenditure (Capex) plan is progressing smoothly, indicating significant...
Thursday 11 July 2024
Largan reportedly signs LTA contract with US smartphone vendor
Largan Precision has reportedly entered into a long-term agreement (LTA) with a major US smartphone vendor, a move expected to increase its market share and pricing power, according...
Wednesday 10 July 2024
TSMC records 30% YoY growth in sales, Q2 revenue exceeding guidance
TSMC recorded its financial performance in line with market expectations, with consolidated revenue in June at NT$207.869 billion, down 9.5% month-on-month but up 32.9% compared to...
Friday 28 June 2024
TV market replenishes in second quarter as large-size DDIs face risks in 2H24
Some display driver IC (DDI) manufacturers noted in their earnings calls that the second quarter of 2024 will see a peak in TV application orders, boosting the shipment performance...
Thursday 16 May 2024
Quanta's 1Q24 earnings call: opportunities in AI, 3 key factors for upcoming strategies
Quanta released its first quarter financial report during its online earnings call on May 15, noting quarterly growth in gross margin, operating margin, and net income after tax,...
Wednesday 15 May 2024
Foxconn's 1Q24 earnings call: more opportunities for CDMS business model as EV market competition intensifies
Foxconn held its earnings call for the first quarter of 2024 on May 14, during which the focus remained on AI servers and the EV market. By building upon its solid technological expertise,...
Wednesday 15 May 2024
Inventec's 1Q24 earnings call: growth across three major product lines, AI server revenue to double
Leading electronics ODM Inventec held its first quarter earnings call on May 14.
Monday 6 May 2024
Apple no longer silent on AI; GenAI major talking point at earnings call
At its recent earnings conference for the second quarter of fiscal year 2024, Apple finally strayed away from its past tight-lipped approach regarding AI and Generative AI, openly...
Monday 29 April 2024
BYD shares face earnings test as China's EV price war heats up
After getting a jump on competitors in the latest round of China's electric-vehicle price war, BYD Co. now faces a key test of proving that it can withstand the impact on profits.
Monday 29 April 2024
MediaTek's 1Q24 revenue and earnings rise, full-year visibility improves
MediaTek has presented its detailed first-quarter financial report. The fabless chipmaker's gross profit margin was significantly higher than the average level thanks to strong customer...
Friday 26 April 2024
Microsoft, Google gain after AI fuels cloud computing demand
Microsoft Corp. and Google owner Alphabet Inc. sent a clear message to investors on Thursday: Our spending on artificial intelligence and cloud computing is paying off.
Thursday 25 April 2024
Tesla earnings call leaves more questions to the market
Tesla reported unsatisfactory financial results for the first quarter of 2024, as expected.
Tuesday 23 April 2024
Meta 'opening up' Quest headset operating system to rivals
Facebook parent Meta Platforms Inc. is "opening up" its Meta Quest headset operating system to other hardware makers, part of an effort to boost its standing in the nascent augmented...