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Thursday 31 July 2025
Arm posts solid 1QFY25 results, but rising R&D costs cloud earnings outlook
Arm reported strong fiscal first-quarter results with high margins and steady revenue growth. However, a jump in operating expenses and a cautious outlook on handsets and industrial...
Wednesday 30 July 2025
From substrate to system: A deep dive into Nvidia's CoWoP packaging shift
As artificial intelligence and high-performance computing enter a phase of explosive growth, the limitations of traditional chip manufacturing and the slowing of Moore's Law have...
Wednesday 30 July 2025
Japan's Advantest raises FY2025 outlook on strong AI chip demand and weak yen
Japanese chip testing equipment maker Advantest has raised its full-year revenue and earnings forecasts for fiscal 2025, citing stronger-than-expected demand driven by generative...
Wednesday 30 July 2025
Yageo expects modest 3Q25 growth amid FX losses
Taiwanese passive component giant Yageo held its earnings call on July 29, 2025, revealing that its second-quarter revenue growth exceeded expectations. It benefited from strong end-market...
Wednesday 30 July 2025
PTI overcomes awkward phase with FOPLP, expects major growth from 2026
Memory packaging and testing company Powertech Technology Inc. (PTI) has heavily invested in fan-out panel-level packaging (FOPLP) in recent years. Chairman DK Tsai stated that the...
Wednesday 30 July 2025
China defense export surge tempts South Korea to push for AI-integrated weapons
China's defense industry is transitioning from domestic-focused growth to global competition through artificial intelligence integration and civil-military technology fusion, prompting...
Wednesday 30 July 2025
Taiwan approves Wistron's major US investments, Inventec to expand AI server supply chain
Taiwan's Ministry of Economic Affairs (MOEA) Investment Review Committee approved eight major investment projects on July 29, 2025, including significant capital injections by prominent...
Wednesday 30 July 2025
VIS sees New Taiwan Dollar's strength weighing on margins
Taiwanese contract chipmaker Vanguard International Semiconductor (VIS) reported a 15.4% quarterly decline in second-quarter net income as the New Taiwan Dollar appreciation offset...
Wednesday 30 July 2025
Smart glasses surge powers EssilorLuxottica's growth, signaling eyewear's future in AI and health tech
Eyewear manufacturer EssilorLuxottica reported better-than-expected revenue growth in its second quarter of 2025, led by strong demand in Europe and a sharp rise in smart glasses...
Wednesday 30 July 2025
Apple's 2Q25 earnings appear optimistic, but industry remains cautious
Apple will announce its second-quarter financial results on July 31. The market currently holds a relatively optimistic view of its performance this year. Factors such as positive...
Wednesday 30 July 2025
Taiwan's Chief Telecom hits record 1H revenue, rolls out first plug-and-play AI liquid-cooled data center

Chief Telecom posted a record-high first-half 2025 revenue of NT$2.08 billion (approx. US$70 million), an 18.7% increase from...

Tuesday 29 July 2025
Sanmina beats Q3 estimates on AI, cloud demand; Eyes $6 billion boost from ZT deal
Sanmina reported fiscal third quarter 2025 results that beat Wall Street expectations on both revenue and profitability, fueled by strong performance across all major end markets...
Tuesday 29 July 2025
Taiwan Mobile closes gap with market leader through aggressive expansion
Taiwan Mobile president and CEO Jamie Lin shared insights on his sixth year as CEO on Facebook on July 25, 2024. In it, he noted that since taking on the role of CEO in 2019, company...
Tuesday 29 July 2025
TI tempers outlook as leadframe makers seek new markets
US-based semiconductor giant Texas Instruments (TI) recently released its financial report for the second quarter of 2025. Although quarterly revenue increased by 16% year-over-year,...
Tuesday 29 July 2025
Hyundai and Kia's record sales face profit squeeze from US tariffs
Despite posting their highest-ever second-quarter revenues, Hyundai Motor Group is grappling with the growing toll of US import tariffs—a headwind that threatens to deepen in...