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Monday 9 June 2025
Commerce sets new rules for US$43 billion broadband plan
US Commerce Secretary Howard Lutnick released new guidance aimed at reshaping a massive internet infrastructure program to connect the entire country with broadband service, ordering...
Saturday 7 June 2025
Record month for Chief Telecom as LY2 data center onboards major clients
Chief Telecom Inc. reported record-high monthly revenue of NT$446 million (approx. US$14.9 million) in May 2025, marking a 56.42% year-over-year increase fueled by rising enterprise...
Monday 2 June 2025
Nvidia revenue jumps 69% despite China chip ban costs
Nvidia reported first-quarter 2025 revenue of US$44.1 billion, a 69% year-over-year increase that exceeded guidance of US$43 billion, even as export restrictions on H20 chips forced...
Friday 9 May 2025
SMIC may be expanding use of Chinese equipment as yield challenges weigh on outlook
Semiconductor Manufacturing International Corp. (SMIC) reported that average selling prices declined in the latter half of the first quarter of 2025 due to production fluctuations...
Friday 9 May 2025
SMIC reports minimal tariff impact, yield issues hit 2Q25 guidance, and low 2025 outlook visibility
On May 9, 2025, Semiconductor Manufacturing International Corporation (SMIC) held its first quarter 2025 earnings call, with co-CEO Haijun Zhao addressing performance, tariff impacts,...
Friday 9 May 2025
Infineon lowers full-year guidance amid currency headwinds and tariff uncertainties in fiscal 2025
On May 8, Infineon Technologies announced its financial results for the second quarter of fiscal 2025, reporting revenue of EUR3.59 billion (approx. US$4.03 billion), a 1.1% decline...
Thursday 8 May 2025
Flex exceeds Q1 expectations but faces challenges ahead
Global manufacturing solutions provider Flex reported strong financial results for the first quarter of 2025, surpassing Wall Street expectations. The company recorded a 3.7% increase...
Thursday 8 May 2025
Arm's strong quarter overshadowed by weak guidance and rising costs
Arm Holdings posted strong fiscal fourth-quarter results, but its cautious first-quarter guidance—calling for lower-than-expected revenue and earnings—disappointed investors...
Wednesday 7 May 2025
Taiwan chip maker cautious on global trade outlook
Taiwan-based power management IC maker GMT's chairman cites market uncertainty due to Trump administration's proposed tariff policies, with second-quarter orders remaining flat amid...
Wednesday 7 May 2025
Supermicro sees softer FY25 as customers defer AI infrastructure rollouts
Supermicro announced its fiscal third quarter results for the period ended March 31, 2025, reflecting challenges from customer delays in AI infrastructure deployments. The company...
Tuesday 29 April 2025
NXP witnesses falling performance, announces CEO transition
NXP Semiconductors released its first-quarter 2025 financial results, reporting revenue of US$2.84 billion, a 9.3% decline compared to the same period last year but aligned with the...
Friday 25 April 2025
STMicro offers rosy outlook, but guidance clouds persist amid tariff uncertainty

STMicroelectronics offered a better-than-expected revenue forecast for the second quarter, suggesting a potential recovery...

Friday 25 April 2025
Celestica smashes Q1 forecasts, lifts 2025 outlook as cloud and connectivity demand soar
Celestica, a leader in design, manufacturing, hardware platforms, and supply chain solutions, reported first-quarter 2025 financial results that decisively exceeded the upper end...
Wednesday 16 April 2025
ASML delivers 46% YoY revenue growth in 1Q, flags margin pressure ahead
ASML, the global leader in semiconductor lithography systems, posted a strong year-over-year revenue gain for the first quarter of 2025, alongside its highest gross margin in over...
Saturday 12 April 2025
US announces tariff exemptions on smartphones, PCs, and servers, benefitting Apple
US Customs and Border Protection announced a series of tariff exemptions, mainly covering smartphones, PCs, servers, displays, and semiconductors. The move reflects the reality that...