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Friday 31 October 2025
AUO adopts conservative 4Q25 outlook but optimistic for 2026
AUO's profits turned to losses in the third quarter of 2025, but the company still maintained profitability for the first three quarters. The second half of the year is expected to...
Friday 31 October 2025
Global notebook shipment forecast, 2026 and beyond

Introduction

Friday 31 October 2025
AMD ties pay off: Tongfu Microelectronics reaps AI-driven profit surge
Tongfu Microelectronics, a leading Chinese semiconductor packaging and testing firm, posted record revenue and profit in the third quarter of 2025. Revenue for the first three quarters...
Friday 31 October 2025
ASE's advanced packaging and testing revenue to rise by US$1 billion in 2026
Leading semiconductor packaging and testing company ASE expects that fourth quarter revenue in NTD will grow 1-2% quarter-over-quarter, while semiconductor assembly and test materials...
Friday 31 October 2025
STM cuts 2025 capex on sluggish demand recovery for automotive and industrial chips
STMicroelectronics (STM) has projected fourth-quarter 2025 revenue below market expectations and trimmed its capital expenditure plan for the year, signaling a weaker-than-anticipated...
Friday 31 October 2025
ASE posts 11-quarter profit high on advanced packaging, stable FX in 3Q25
ASE, a leader in semiconductor assembly and testing, reported stronger-than-expected overall operations in the third quarter of 2025, driven by growth in advanced packaging fueled...
Friday 31 October 2025
Acoustoelectric maker Primax maps global expansion with AI sensor tech
Acoustoelectric component maker Primax Electronics has unveiled its operational strategy in the ongoing AI trend at its latest earnings call on October 28, 2025, with chairman Yung-chung...
Friday 31 October 2025
HDRE pivots to Japan, Australia energy storage as Taiwan market stalls
Taiwan's renewable energy development has hit headwinds in recent years, with 2025 likely marking a slowdown in growth. HD Renewable Energy (HDRE) noted that despite policy and installation...
Friday 31 October 2025
CWTC sees stable 4Q25 operations as IC and LED leadframe price hikes take effect
Chang Wah Technology Co., Ltd. (CWTC), a leading Taiwanese IC leadframe manufacturer, held its fourth-quarter 2025 earnings call on October 30, 2025, during which the company projected...
Friday 31 October 2025
CHPT eyes 2026 US orders amid slight 4Q25 revenue dip
Chunghwa Precision Test Tech (CHPT) expects a mild seasonal decline in overall operations for the fourth quarter of 2025, with revenues dipping slightly from the third quarter of...
Friday 31 October 2025
Apple posts record iPhone revenue despite supply constraints
Apple reported record iPhone revenue in its fiscal fourth quarter of 2024, achieving strong growth across iPhone, Mac, and Services segments despite ongoing supply shortages and rising...
Friday 31 October 2025
Delta Electronics sees AI boom stretch power and cooling capacity to the limit
Global AI growth continues unabated, with Delta Electronics emerging as a key indicator of demand for AI server power and cooling systems. At its latest investor meeting, chairman...
Friday 31 October 2025
Tim Cook sees China growth returning on strong iPhone 17 momentum
Apple remains confident about its growth prospects in China even as tariff-related costs continue to rise. CEO Tim Cook described the Chinese market as "incredibly vibrant and dynamic,"...
Friday 31 October 2025
Amazon’s US$125B AI supply chain: custom chips and terawatt ambitions
Amazon highlighted its growing investments in artificial intelligence (AI) and cloud infrastructure during its third-quarter 2025 earnings call, underscoring a significant acceleration...
Friday 31 October 2025
Apple eyes record holiday quarter as iPhone and services momentum build
Apple reported record fiscal fourth-quarter results, with revenue rising nearly 8% year over year to US$102.47 billion, driven by double-digit growth in services and solid demand...