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Thursday 8 May 2025
Arm withholds 2026 outlook amid tariff concerns and market uncertainty despite strong royalty growth
Arm Holdings delivered an exceptional performance in its fiscal fourth quarter of 2025 earnings call on May 7, showcasing remarkable royalty revenue growth and strategic advancements...
Wednesday 7 May 2025
GlobalFoundries warns of tariff risks in 2H25
GlobalFoundries reported first-quarter revenue growth of 2.3% to US$1.59 billion, supported by demand in data center and IoT markets. While tariff impacts remained minimal in early...
Wednesday 7 May 2025
Apple's earnings reveal underlying concerns, dampens confidence in PCB supply chain
Apple reported quarterly earnings that exceeded market forecasts, demonstrating strong performance in both revenue and profit. This development has brought a sense of optimism to...
Wednesday 7 May 2025
AMD posts strong Q1, but margin pressure clouds Q2 outlook
Advanced Micro Devices (AMD) announced its financial results for the first quarter, showcasing significant growth across key metrics, driven by robust demand in its data center and...
Tuesday 6 May 2025
Apple beats expectations as iPhone sales inch higher, supply chain sees signs of a rebound
Apple on Thursday reported quarterly earnings that beat the market expectations, buoyed by modest growth in iPhone sales. Despite ongoing concerns over trade tensions and regional...
Tuesday 6 May 2025
TPV Technology stumbles through 2024, sinks deeper in 1Q25: profit vanishes, debt balloons

TPV Technology, a key global display manufacturer, delivered flat revenue growth in 2024 but faced a sharp earnings decline. Its first-quarter...

Monday 5 May 2025
Largan posts 28% YTD revenue growth, eyes Q3 lens upgrade cycle
Largan Precision announced on May 5, 2025, that its preliminary revenue for April reached NT$4.375 billion (US$142 million), representing an 11% decline from March but a 27% increase...
Monday 5 May 2025
India roundup: Most iPhones sold in US will be made in India
Apple and Foxconn are speeding up their iPhone manufacturing in India. Dixon continues to collaborate with Taiwanese companies to secure more diversified manufacturing capabilities...
Saturday 3 May 2025
Rick Tsai bets on AI as MediaTek’s next growth engine
During MediaTek's first-quarter 2025 earnings call, CEO Rick Tsai reaffirmed that artificial intelligence is central to the company's long-term growth. He emphasized that the broader...
Saturday 3 May 2025
Apple's 2Q earnings in focus: trade tensions, AI lag, and China headwinds cloud outlook

Apple is set to announce its fiscal second-quarter earnings on May 1 (Pacific Time). Analysts anticipate the company will hit revenue...

Friday 2 May 2025
CyberLink: Tariffs have no direct impact; end-user consumption remains to be seen
Unpredictable US tariff policies continue to trouble hardware manufacturers, while software companies like CyberLink see little immediate effect. However, a potential global economic...
Friday 2 May 2025
Nvidia braces for regulatory headwinds ahead of 1Q earnings
Nvidia faces multiple challenges as it approaches its fiscal first quarter 2026 earnings release on May 28, with new AI export controls taking effect on May 15 and potential tariffs...
Friday 2 May 2025
Amazon's AI ambition runs on self-designed silicon
Amazon is racing to redefine the future of AI—and it's building that future on silicon of its own design.
Thursday 1 May 2025
MediaTek posts 48% gross margin in 1Q25, eyes custom chip revenue lift from 2026
MediaTek released its first-quarter 2025 earnings on April 30, with CEO Rick Tsai reaffirming confidence in the long-term growth potential of AI, describing it as an enduring and...
Wednesday 30 April 2025
Ardentec eyes IDM outsourcing gains as auto, industrial demand stay weak
Ardentec Corporation reported in its first-quarter 2025 earnings call that strong demand for AI- and HPC-related communications products, along with gains from back-end packaging...