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Friday 1 August 2025
TSMC states exchange rates are uncontrollable as Taiwan's foundry sector faces significant pressure in 3Q25
The violent appreciation of the New Taiwan dollar (NT dollar) is gradually showing its impact. In the second quarter of 2025, the NT dollar appreciated by more than 10%, hitting export-oriented...
Friday 1 August 2025
Trump's tariff war reshapes China's IC trade in 1H25
Large-scale US tariffs launched in the second quarter of 2025 aimed to curb China's technological advancement through stricter import restrictions on high-tech and advanced manufacturing...
Friday 1 August 2025
CoWoS growth stalls on fiberglass crunch; Unimicron sees relief in 2026
Unimicron Technology said AI-related products will account for more than 30% of its 2025 revenue and could surpass 40% in 2026. However, near-term profitability is under pressure...
Friday 1 August 2025
Liteon turbocharges Taiwan-US expansion as AI drives growth surge
Liteon Technology reported double-digit sequential and annual growth in consolidated revenue for the second quarter of 2025, with all core business units contributing to the gains...
Friday 1 August 2025
Tariffs & FX issues trap consumer electronics supply chain in profit-to-loss cycle
The US reciprocal tariff policy has disrupted the shipment patterns of consumer electronics. Piao-Fu Chen, chairman of leading plastic injection and mold manufacturer Nishoku Technology,...
Friday 1 August 2025
Apple cites AI investments for rising capex, tempers current quarter growth expectations despite pull-ahead sales
Apple's capex saw a notable rise in the third quarter of the fiscal year 2025, primarily driven by growing investments in artificial intelligence (AI). During the company's earnings...
Friday 1 August 2025
Apple's June-quarter rebound offers momentum, but AI, tariffs, and product shifts pose questions
Apple reported its strongest quarterly growth since 2021, with revenue up 9.6% year-over-year to US$94.04 billion in the third quarter of fiscal 2025, driven by strong iPhone and...
Friday 1 August 2025
Amazon delivers strong 2Q25 growth, but AWS performance tempers investor enthusiasm
Amazon's second-quarter fiscal 2025 revenue rose 13% year-over-year to US$167.7 billion. Operating income jumped 31% to US$19.17 billion, though softer-than-expected cloud growth...
Friday 1 August 2025
Apple sees growth in China, accelerates AI investments amid strong 3QFY25 performance
During Apple's third-quarter fiscal year 2025 earnings call, CEO Tim Cook highlighted renewed momentum in Greater China, where revenue rose 4% quarter-over-quarter. This improvement...
Friday 1 August 2025
Murata's MLCC shipments remain strong in Taiwan despite price wars with Chinese manufacturers
Murata released its financial results for the second quarter of 2025, reporting consolidated operating profit of JPY61.6 billion (US$414.5 million), down 7.2% year-over-year; net...
Friday 1 August 2025
LGES inks major LFP battery supply deal, Tesla tipped as mystery client
LG Energy Solution (LGES) has signed a lithium iron phosphate (LFP) battery supply deal worth KRW5.94 trillion (approx. US$4.25 billion). Although the customer was not named due to...
Thursday 31 July 2025
Lam Research sees strong start to FY26 on AI chip boom
Lam Research reported fourth-quarter earnings for its fiscal year ending June 29, 2025, that exceeded analyst expectations, driven by increased demand for equipment used in the production...
Thursday 31 July 2025
Samsung outlines mobile growth and AI strategy amid tariff concerns, highlights 2nm Exynos roadmap
During its second quarter 2025 earnings call, Samsung Electronics addressed the outlook for its Mobile Experience (MX) division and unveiled strategic plans focused on AI innovation...
Thursday 31 July 2025
Samsung sees memory rebound, eyes HBM3E growth and 3Q25 price surge
Samsung Electronics experienced a rebound in its memory business during the second quarter of 2025, driven by AI-led demand and rising legacy DRAM prices. The company expects further...
Thursday 31 July 2025
MediaTek's product engine hums; 3Q forecast shows cracks from FX drag, front-loaded demand
MediaTek reported solid second quarter 2024 performance during its July 30 earnings call, with CEO Rick Tsai highlighting strong demand for edge AI system-on-chips (SoCs) and high-speed...