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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...
Tuesday 13 May 2025
MediaTek bets on cloud applications as 2Q25 outlook remains flat

MediaTek, Taiwan's leading chip design company, reported April 2025 revenue of NT$48.754 billion (approx. US$1.61 billion), up 16% from...

Monday 12 May 2025
Catcher Technology's operating profit surges in 1Q25
Catcher Technology announced first-quarter 2025 consolidated revenue of NT$4.35 billion (US$140 million), a 6.2% decrease from the previous quarter but an 18.9% increase from NT$3.659...
Friday 9 May 2025
China's chip crunch deepens: Hua Hong drops 88% as nearly 50 firms post losses

Hua Hong Semiconductor, a major Chinese state-owned foundry, posted a sharp profit drop for the first quarter of 2025, with net income...

Friday 9 May 2025
SMIC reports minimal tariff impact, yield issues hit 2Q25 guidance, and low 2025 outlook visibility
On May 9, 2025, Semiconductor Manufacturing International Corporation (SMIC) held its first quarter 2025 earnings call, with co-CEO Haijun Zhao addressing performance, tariff impacts,...
Friday 9 May 2025
Infineon flags EUR400m revenue hit from tariffs, trims margin outlook
Infineon Technologies AG announced its second quarter 2025 financial results on May 8. During the second quarter 2025 earnings call, CFO Sven Schneider addressed concerns about the...
Friday 9 May 2025
Naura overtakes SMIC in net profit as China's chip tool strategy delivers
Naura Technology Group, China's top semiconductor equipment supplier, reported a record net profit of CNY5.62 billion (US$776.5 million) in 2024, surpassing SMIC for the first time...
Thursday 8 May 2025
Phison shares surge as memory chip prices offset currency headwinds
Memory chip production cuts have sparked a rally in NAND Flash prices, cushioning Taiwan-based controller manufacturer Phison Electronics against strengthening local currency pressures...
Thursday 8 May 2025
Flex exceeds Q1 expectations but faces challenges ahead
Global manufacturing solutions provider Flex reported strong financial results for the first quarter of 2025, surpassing Wall Street expectations. The company recorded a 3.7% increase...