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Monday 27 October 2025
Panel industry earnings calls kick off, with LGD, AUO, Radiant, and BenQ Materials scheduled this week
The third-quarter earnings season for the industry has begun, led by Powertip Technology, followed by Coretronic. The main events are set for October 30, when major names including...
Monday 27 October 2025
Tesla’s next AI chip taps both TSMC Arizona and Samsung Texas fabs

At its third-quarter 2025 earnings call, Elon Musk revealed a major "Made in America" development: Tesla's next-generation AI chip, AI5,...

Saturday 25 October 2025
Intel sees progress in foundry push, but supply strains linger
Intel Corporation's leadership struck a cautiously optimistic tone during its third-quarter 2025 earnings call, emphasizing progress in its foundry operations and process technologies...
Thursday 23 October 2025
Tesla's record sales can't mask rising costs and delayed innovation
Tesla Inc. is set to announce its third-quarter 2025 earnings on October 22, 2025 (EST) after the US market close, and while investors will be watching the revenue line closely, much...
Wednesday 22 October 2025
Texas Instruments trims production, tightens focus for a measured recovery
In the Texas Instruments third-quarter 2025 earnings call held on October 21, President and CEO Haviv Ilan addressed investor questions regarding booking patterns and demand consistency...
Wednesday 22 October 2025
Texas Instruments outlook signals continued market weakness
On October 21, Texas Instruments reported stronger revenue in the third quarter of 2025, posting growth across all major end markets despite a softer outlook for the coming quarter...
Tuesday 21 October 2025
CATL 3Q25 earnings surge 41% on energy storage, commercial EV momentum
CATL posted a 41% year-over-year rise in third quarter 2025 net profit, supported by its leading share in China's battery market and continued international expansion. The company...
Tuesday 21 October 2025
AI boom revives ASML's confidence for 2026 growth
AI's surging momentum has finally reached the upstream semiconductor equipment sector. At ASML's second quarter of 2025 earnings call in July 2025, the company stated that growing...
Monday 20 October 2025
TSMC sees strong AI chip demand as GPU, ASIC orders surge
All eyes were on TSMC as it held its closely watched earnings call on October 16, 2025, where the discussion focused squarely on the surging investment and procurement of cloud AI...
Saturday 18 October 2025
Wuhan XMC's IPO hits wall: profit shock and China's new regulatory reality

Wuhan Xinxin Semiconductor Manufacturing Co. (XMC), a key subsidiary of YMTC, is under growing regulatory scrutiny as its once-promising...

Friday 17 October 2025
TSMC deepens US footprint with advanced packaging expansion, eyes AI growth

TSMC will build two advanced packaging plants in Arizona, part of a sweeping expansion to support soaring demand for AI chips and solidify...

Thursday 16 October 2025
ASML lifts margin outlook, signals cautious 2026 growth with XT:260 launch
ASML Holding NV offered a cautiously optimistic outlook during its third-quarter 2025 earnings call on October 15, 2025, pointing to higher fourth-quarter sales and margin improvements,...
Wednesday 15 October 2025
TSMC set to report strong results amid expanding AI chip demand and stable margins
TSMC is scheduled to hold its online earnings call on October 16, 2025, with market expectations high that the company will meet or exceed its third-quarter 2025 financial targets...
Monday 13 October 2025
Largan 3Q25 margins pinched by forex; robotics delayed, variable‑aperture yields falter
Optical lens and component manufacturer Largan Precision held an online earnings call on October 9, reporting a third-quarter 2025 revenue of NT$17.68 billion (approx. US$579.5 million),...
Tuesday 7 October 2025
Largan sees September revenue surge from iPhone 17; 3Q25 earnings call set for Oct 9
Largan Precision reported consolidated revenue of NT$6.235 billion (approx. US$204 million) for September 2025, marking a 4% month-over-month increase, but a 4% decline year-over-year...