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Friday 6 June 2025
Broadcom sees sustained AI momentum, eyes continued growth through fiscal 2026
Broadcom delivered a strong second-quarter performance for fiscal 2025, with AI-driven growth continuing to dominate the company's outlook. In the earnings call, President and CEO...
Thursday 5 June 2025
Nvidia surge powers Wistron to record revenue as AI server boom accelerates
Wistron Corporation reported a record-high monthly revenue in May, exceeding NT$200 billion (US$6.68 billion) for the first time, fueled by robust demand for AI servers. The company...
Thursday 5 June 2025
Chinese firms brush off US tariff risks with domestic confidence
When US President Donald Trump took aim at China with record tariffs, the country's firms shrugged it off. Corporate China has since gone out of its way to assuage investors and tout...
Tuesday 3 June 2025
TSMC and UMC struggle with strong NT$; Largan faces record foreign exchange losses
The tariff war has temporarily paused, but the biggest challenge currently facing the semiconductor and technology industries is the sharp appreciation of the New Taiwan dollar (NT$)...
Thursday 29 May 2025
Currency crunch stalls Nanya PCB, yet cloud and edge AI bets are just getting started

Nan Ya Printed Circuit Board Corporation (Nanya PCB), a top Taiwanese IC substrate maker, cautioned that second-quarter earnings may...

Wednesday 28 May 2025
Xiaomi boosts EV gross margin and doubles down on AI with major R&D push
Xiaomi reported strong progress in its electric vehicle (EV) and artificial intelligence (AI) businesses during its first-quarter 2025 earnings call on May 27, with company executives...
Wednesday 28 May 2025
Self-developed Xring will power flagship products before expanding to other products, said Xiaomi
Xiaomi executives emphasized a patient, long-term strategy for self-developed chips during the company's first-quarter 2025 earnings call held on May 27. Partner and president Lu...
Wednesday 21 May 2025
Dixon deepens component play, eyes revenue boost from Inventec JV
Dixon Technologies is scaling long-term growth through deeper component integration and a strategic joint venture (JV) with Inventec, targeting INR20 billion (US$233.7 million) revenue...
Monday 19 May 2025
Ennoconn sees high order visibility, continued growth in 1H25
Industrial PC (IPC) maker Ennoconn stated during a recent earnings call that it will implement risk controls even though tariffs and the sudden appreciation of the New Taiwan dollar...
Monday 19 May 2025
AI windfall lifts Kioxia to record highs, but NAND headwinds loom into 2025
Japanese NAND flash memory maker Kioxia reported a sharp earnings rebound for fiscal 2024 (April 2024 to March 2025), recording a net profit of JPY272.3 billion (approx. USD 1.9 billion)...
Saturday 17 May 2025
Innolux warns of muted 2Q25 outlook amid ongoing tariff uncertainty
Taiwanese display manufacturer Innolux has sustained its profitability into the first quarter of 2025, achieving four consecutive quarters of positive earnings after recovering from...
Thursday 15 May 2025
Foxconn eyes Japan with Mitsubishi EV deal, SiC chip ramp-up
During an earnings call on May 14, Foxconn unveiled updates on its electric vehicle (EV) strategy, semiconductor ambitions, and new partnerships.
Thursday 15 May 2025
Foxconn sees 3% revenue drop for every NT$ gain
At a recent earnings call, Foxconn chairman Young Liu acknowledged that tariffs and exchange rate fluctuations are posing mounting challenges to global supply chains and expansion...
Wednesday 14 May 2025
Foxconn bets on AI servers to counter tariff and currency headwinds
Foxconn Precision Industry held its first quarter 2025 earnings call on May 14. Chairman Young Liu stated that due to US tariff policies and recent exchange rate fluctuations impacting...
Wednesday 14 May 2025
Nvidia reportedly hikes GPU prices amid TSMC costs surge and escalating US-China tech rivalry
Nvidia is navigating a turbulent stretch, as soaring production costs at its foundry partner TSMC have reportedly prompted the company to raise prices across its GPU product line...