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Friday 25 July 2025
Lip-Bu Tan’s Intel pivots harder toward austerity in latest earnings report

Intel CEO Lip-Bu Tan has launched a sweeping campaign of fiscal restraint, marking a sharp break from the ambitious expansionism of his...

Thursday 24 July 2025
Tesla's financial slide deepens in 2Q25, hit by Musk fallout and EV competition

Tesla's financial challenges deepened Wednesday with a sharp drop in second-quarter earnings and revenue, underscoring a tough year marked...

Thursday 24 July 2025
SK Hynix reassures on China fabs with stable VEU status amid US AI chip export easing
SK Hynix addressed concerns about the potential impacts of tightening US export controls on its fabrication operations in China, adding no change in the company's validated end user...
Thursday 24 July 2025
SK Hynix optimistic on HBM demand amid AI growth, highlights next-gen DRAMs
In SK Hynix's second-quarter earnings call, the company emphasized strong confidence in the sustained growth of HBM, driven by increasing AI workloads and emerging applications like...
Thursday 24 July 2025
SK Hynix announces 2Q25 financial results
SK Hynix Inc. (or "the company") announced today that it has recorded KRW22.232 trillion in revenues, KRW9.2129 trillion in operating profit(with an operating margin of 41%), and...
Wednesday 23 July 2025
Strong China growth propels TI's industrial business
During its second-quarter 2025 earnings call, Texas Instruments (TI) underscored the pivotal role China played in driving the company's industrial segment growth.
Wednesday 23 July 2025
TI notes slower growth in automotive market, reaffirms 2025 capex plan
Texas Instruments' management struck a cautious tone during its second-quarter 2025 earnings call, highlighting signs of cyclical recovery across most end markets while acknowledging...
Wednesday 23 July 2025
Dixon Technologies holds back on bare PCB manufacturing despite new govt incentives
Dixon Technologies has decided to pause plans to enter bare PCB manufacturing, citing limited financial upside despite government incentives. During its fiscal first-quarter 2025...
Tuesday 22 July 2025
Techman Robot eyes massive growth as Nvidia, TSMC, Tesla rally behind robotics boom
TSMC recently released its outlook during an investor conference, spotlighting artificial intelligence (AI) and robotics as key growth areas. TSMC chairman C.C. Wei highlighted the...
Tuesday 22 July 2025
NXP signals soft outlook; TI may strike similar tone as auto, industrial chip markets struggle
NXP Semiconductors posted a second-quarter revenue decline and cautious guidance for the third quarter, reinforcing concerns over lingering weakness in the automotive and industrial...
Monday 21 July 2025
Broadcom, MediaTek battle for cloud AI chips as CSPs double down on custom silicon
As major US-based cloud service providers (CSPs) prepare to announce their latest earnings, investors are closely monitoring their investment strategies in cloud infrastructure and...
Monday 21 July 2025
CSP giants prepare to report latest earnings amid AI and supply chain scrutiny
Major cloud service providers (CSPs) are releasing their quarterly earnings reports, starting with Alphabet Inc. on July 23. Microsoft, Meta Platforms, and Amazon Web Services (AWS)...
Friday 18 July 2025
TSMC raises 2025 revenue forecast on AI demand despite macro headwinds
TSMC lifted its full-year revenue outlook in dollar terms during an earnings call, citing robust demand for high-performance computing chips driven by artificial intelligence (AI)...
Friday 18 July 2025
TSMC delivers impressive 2Q25 results despite exchange rate crisis
Taiwan Semiconductor Manufacturing Company (TSMC) announced its second-quarter 2025 results during an earnings call on July 17, posting a second-quarter consolidated revenue of NT$933.79...
Thursday 17 July 2025
ASML ships first High-NA EUV tool; Intel takes lead as TSMC, Samsung hold back
ASML posted stronger-than-expected second-quarter 2025 earnings and projected a 15% jump in revenue for 2025 while maintaining a robust gross margin forecast of around 52%. However,...