ASC, a key supplier of fluororesin equipment and materials for the semiconductor industry, currently holds orders worth over NT$4 billion (US$133.6 million), reflecting a recovery...
Taiwan's integrated circuit (IC) design companies have released financial reports and forecasts that signal a cautious outlook for the third quarter of 2025. Tariff-driven pull-ins...
Micron Technology has lifted its guidance for the fourth quarter of fiscal 2025, citing improved memory pricing and robust execution, particularly in its DRAM business. The revised...
Formosa Plastics released its outlook for the third quarter of 2025 on August 7. Despite a slight reduction in production capacity due to scheduled maintenance, the company remains...
Taiwanese DDI leader Novatek held an earnings call on August 6, 2025, sharing its outlook amid challenging market conditions. Impacted by unfavorable factors such as the appreciation...
Eternal Materials has reported revenue of NT$20.465 billion (approx. US$686 million) for the first half of 2025, down 5.2% year-over-year. Net profit attributable to the parent company...
Radio frequency front-end chipmaker RichWave held its earnings call on August 1, 2025, and shared its outlook for the coming months. In the second quarter, RichWave posted a loss...
Infineon Technologies AG, the German semiconductor manufacturer, reported flat revenue and lower net profits for the third quarter of fiscal year 2025 compared to last year. Despite...
ASML, Lam Research, and KLA Corp. posted strong second-quarter 2025 earnings, reflecting solid demand across the semiconductor supply chain, fueled by growth in AI, high-bandwidth...
Supermicro capped fiscal 2025 with record growth, highlighting strong AI infrastructure demand and new data center platforms. However, its lowered fiscal 2026 outlook signals rising...
AMD reported second-quarter 2025 results on August 6, delivering record quarterly revenue of US$7.69 billion, a 32% year-over-year increase driven by strong demand for its Ryzen CPUs,...
Taiwan-based IC design giant Realtek held an earnings call and shared its outlook for the market. The company noted that in the short term, the market will continue to be influenced...
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...
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...
At MediaTek's earnings call, aside from presenting their outlook for the third quarter, the Q&A session demonstrated that the market is most interested in the company's three...
