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Thursday 26 June 2025
Radiant Opto reports strong 1H25 results amid Apple orders and global tensions
Radiant Opto-Electronics is off to a strong start in 2025, with early Apple product shipments boosting first-half earnings. But the company said the usual seasonal sales pattern is...
Wednesday 25 June 2025
GPPC targets semiconductors, EV opportunities in its net-zero transition
Grand Pacific Petrochemical (GPPC) has been undergoing a transition in recent years, introducing new product lines targeting the semiconductor and electric vehicle (EV) sectors.
Tuesday 24 June 2025
Taiwan tech supply chains brace for tariff deadline amid currency headwinds
Taiwan's IT supply chain faces mounting pressures as the July 9 expiration of a 90-day reciprocal tariff grace period approaches. The New Taiwan dollar's sharp appreciation has already...
Thursday 19 June 2025
Jabil lifts full-year outlook on soaring data center demand fueled by AI boom
Jabil, a leading electronics components manufacturer, raised its full-year profit and revenue forecast on Tuesday, citing robust demand for infrastructure services tied to data cen...
Thursday 12 June 2025
FIC Global faces May headwinds, long-term outlook remains positive
Electronics manufacturing services (EMS) company FIC Global (FICG) experienced headwinds in May 2025, which were reflected in the group's earnings. The company attributes the decline...
Thursday 12 June 2025
Oracle leans on Stargate, massive deal to justify record capex and AI cloud bets
Oracle's fourth-quarter fiscal 2025 earnings call held on June 11 offered a deeper look into the company's accelerating shift toward cloud infrastructure and artificial intelligence,...
Wednesday 11 June 2025
OpenAI teams with Google Cloud; highlights shifting alliances in AI
OpenAI plans to onboard Google Cloud—part of Alphabet Inc.—as one of its computing infrastructure providers to meet surging demand for AI workloads, according to sources...
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...