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Tuesday 22 April 2025
Alphabet's 1Q on deck: Gauging Wall Street's pulse on AI, infra spend, and legal risk
Major US tech firms are preparing to unveil their latest quarterly earnings, with Alphabet—Google's parent company—kicking things off on April 24, followed by Microsoft,...
Tuesday 22 April 2025
Goertek's 1Q25 paradox: sinks in sales, soars in profit with AR/VR in focus
Goertek Inc., headquartered in Shenzhen, published its first-quarter 2025 earnings on April 21, reporting sharp revenue declines both annually and sequentially. Despite this, the...
Monday 21 April 2025
Cambricon posts breakout 1Q as AI chip revenue soars over 4230%
Cambricon Technologies, a top Chinese AI chip designer, reported its full-year 2024 and first quarter 2025 earnings, revealing a sharp turnaround. After ending 2024 with losses, the...
Monday 21 April 2025
Tariff fears cloud ASML's outlook as Intel, Samsung pull back
Amid ongoing tariff disputes, the semiconductor industry is facing a severe test. In addition to the imminent semiconductor tariffs promised by US President Donald Trump, which remain...
Monday 21 April 2025
Can STMicro pivot? Legacy fab drag echoes Intel's struggle
STMicroelectronics plans to cut 3,000 jobs by 2027, timing the announcement just ahead of its first-quarter 2025 earnings call on April 24. The preemptive move appears designed to...
Monday 21 April 2025
TSMC's confidence tested by supply chain concerns
The recent earnings call from TSMC conveyed an optimistic message. However, downstream brand manufacturers are adopting a more cautious stance regarding future market demand changes...
Friday 18 April 2025
7 key things TSMC CEO CC Wei revealed about AI, US expansion, and tariff risks
TSMC delivered a strong first-quarter 2025 earnings call, raising its full-year revenue forecast and reinforcing its position as a key player in the AI-driven chipmaking boom. The...
Friday 18 April 2025
TSMC to base 30% of future sub-2nm production in US, says chairman C.C. Wei

Speaking during TSMC's first-quarter 2025 earnings conference, Chairman and CEO C.C. Wei emphasized that the company's decision to expand...

Thursday 17 April 2025
ASML to pass tariff costs to US customers, gain three High NA EUV customers
After disclosing that it would discontinue quarterly order reporting starting in the second quarter of 2025, ASML executives highlighted in their latest earnings call that tariff...
Wednesday 16 April 2025
CATL posts 33% profit growth, downplays US tariff impact
CATL, China's dominant battery manufacturer, reported first quarter 2025 revenue of CNY84.7 billion (US$11.7 billion) with net profit reaching CNY14 billion, up 33% year-over-year...
Tuesday 15 April 2025
CATL reports 33% jump in net income even as battery prices fall
Chinese battery-making giant Contemporary Amperex Technology Co. Ltd. reported a 33% jump in first-quarter earnings, defying a slowdown in demand for electric vehicles and a drop...
Wednesday 9 April 2025
TSMC declines comment on Huawei chip allegations amid quiet period
Taiwan Semiconductor Manufacturing Company (TSMC) has declined to comment on foreign media reports alleging the company violated US export controls by supplying chips used in Huawei's...
Monday 31 March 2025
Yulon Motor president addresses tariffs, EV production, and financial outlook
Yulon Group commenced its earnings conference, with Yulon Motor leading the discussion on March 26. This marked president Kuo-Hsing Hsu's first earnings call since assuming the role...
Monday 31 March 2025
Oracle signs multibillion-dollar deal with AMD for GPU cluster amid AI chip competition
Oracle has contracted AMD to build an AI cluster with 30,000 AMD MI355X computing cards in a multibillion-dollar deal, according to Chairman Larry Ellison during the company's third-quarter...
Saturday 29 March 2025
No quick fix: Renesas tightens belt with layoffs, pay freeze
Renesas Electronics CEO Hidetoshi Shibata said on March 26 that layoffs and a pay freeze are necessary responses to the prolonged slump in the global semiconductor market. Speaking...