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Friday 12 September 2025
China's 10 memory firms post mixed 1H25: sales rise, profits lag
By September 2025, half-year earnings reports from 10 Chinese memory firms are in. Nine posted revenue growth, underscoring solid top-line momentum. Profitability, however, diverged...
Monday 8 September 2025
Exclusive: Broadcom secures US$10B ASIC win, Apple and xAI next in line
Broadcom delivered strong earnings guidance with its latest results, as CEO Hock Tan revealed a US$10 billion ASIC mass-production order from a major new customer outside the core...
Friday 5 September 2025
Broadcom hits record quarter, secures reportedly US$10B AI chip deal for 2026
Broadcom posted record earnings for the third quarter of fiscal 2025, topping Wall Street forecasts on revenue and profit, and disclosed a custom AI chip order exceeding US$10 billion...
Tuesday 2 September 2025
FOPLP mass production: Innolux’s breakthrough or trial run?
Innolux regards fan-out panel-level packaging (FOPLP) as a major strategic transformation, but its mass production schedule has been repeatedly delayed. During this process, high-level...
Friday 29 August 2025
AI demand and state backing lift China's semiconductor rally

Shares of Chinese semiconductor firms rallied after a wave of strong half-year earnings, highlighting how Beijing's AI push is reshaping...

Thursday 28 August 2025
SpeedTech anticipates AI server connectors to boost revenue in 2025
Connector manufacturer SpeedTech revealed plans to introduce MCIO connectors for AI server harnesses into the market, expecting modest revenue contributions starting in 2025. The...
Wednesday 27 August 2025
China-based USI 1H25 earnings under pressure: what's behind the decline?

While Universal Scientific Industrial (USI) Shanghai posted a modest revenue drop in the first half of 2025, its profit during the time...

Tuesday 26 August 2025
Lens Technology 1H earnings jump on smartphone demand; robotics, EVs, AR in the pipeline
Lens Technology posted double-digit growth in the first half of 2025, driven by recovering consumer electronics demand and expansion into fast-growing segments including automotive,...
Monday 25 August 2025
Nvidia earnings report to highlight AI demand, Blackwell capacity, and China market focus
The spotlight will be on Nvidia as it prepares to release its financial results for the second quarter of fiscal year 2026 (2QFY26), with the earnings announcement scheduled for August...
Friday 22 August 2025
Jensen Huang's whirlwind Taiwan visit: 5 key priorities with TSMC before earnings call
Nvidia CEO Jensen Huang made a surprise visit to Taiwan on August 22, spending just 12 hours in the country. He said the trip was to meet TSMC executives and review six chips already...
Friday 22 August 2025
Goertek's CNY1.42B half-year profit defies consumer tech weakness

Goertek Inc. posted a 15% increase in first-half 2025 net income to CNY1.42 billion, even as revenue fell 7% to CNY37.55 billion. The...

Thursday 21 August 2025
Yulon Finance stabilizes core business momentum with 75.3% annual revenue growth in Southeast Asia for 1H25
Yulon Finance, a car finance firm of the Yulon Group, held its online earnings call for the second quarter of 2025 on August 20. The company summarized its second-quarter 2025 operating...
Wednesday 20 August 2025
WPG expands into SEA and NA as clients adopt China+1 strategy
Electronics distributor WPG Holdings (WPG) announced on August 19 its strategic expansion into Southeast Asia and North America, diversifying beyond its traditional stronghold in...
Tuesday 19 August 2025
SK Hynix signals slowing demand for TCB equipment, putting Hanmi at risk
The market for thermo-compression bonders, or TCB, has surged on the back of booming demand for AI. But signals out of South Korea now show signs of a slowdown. New orders in the...
Monday 18 August 2025
Phison profit drops on currency losses as NAND prices rise, CEO flags 2026 supply concerns
Phison Electronics reported a sharp decline in second-quarter 2025 profit as steep exchange-rate fluctuations eroded earnings, even as revenue climbed on stronger NAND pricing. Net...