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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
TI posts solid 2Q25 results, cautious outlook tempers optimism
On July 22, Texas Instruments (TI) reported a strong set of second-quarter results, buoyed by a rebound in analog chip demand and signs of stabilization in its industrial business...
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...
Tuesday 22 July 2025
NXP posts soft 2Q25, guidance fails to impress as growth headwinds persist
NXP Semiconductors reported a steeper-than-expected year-on-year revenue decline in the second quarter and issued a lukewarm third-quarter forecast, underscoring ongoing weakness...
Friday 18 July 2025
TSMC shrugs off macro headwinds with bold guidance hike — here's what's driving it

TSMC has shrugged off currency volatility, reciprocal tariff threats, and looming chip trade duties to raise its 2025 US dollar revenue...

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...