News tagged earnings at DIGITIMES

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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...

Wednesday 12 November 2025

Foxconn earnings preview: investors look for proof behind its AI and EV push

Foxconn (Hon Hai Group) is scheduled to hold its third-quarter earnings call on November 12, with strong investor attention focused on the company's advancements in AI server cabinets...

Tuesday 11 November 2025

Sony raises annual forecast on yen slide, image sensor surge, and Demon Slayer windfall

Sony Group lifted its operating profit forecast for fiscal 2025 to JPY1.43 trillion (approx. US$9.3 billion) from JPY1.33 trillion, beating...

Tuesday 11 November 2025

Taiwan DDI makers pivot to ASICs as seasonal demand patterns collapse

Taiwan's display driver IC (DDI) suppliers reported their latest earnings and outlooks, revealing significant market volatility. Early demand pull-ins have been triggered by China's...

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Oct 2, 10:32

SK Group partners with OpenAI to advance global AI infrastructure

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