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Friday 16 May 2025
Taiwan's NAFCO gains market share as Boeing rebounds and rival faces production setback
National Aerospace Fasteners Corporation (NAFCO) is positioned for robust performance in 2025, benefiting from Boeing's order rebound and supply chain disruptions affecting competitors,...
Friday 16 May 2025
Wistron sees strong AI server demand; tariff risks cloud notebook outlook
Wistron president and CEO Jeff Lin addressed rising tariff concerns and shifting production strategies at the company's annual shareholders' meeting on May 16, 2025, highlighting...
Friday 16 May 2025
Silergy sees steady China demand, plays down tariff risks as full-year growth target holds
Silergy Corp., a leading power management IC (PMIC) designer, is maintaining its full-year growth outlook despite near-term pressure from tariffs, according to Chairman Chen Wei....
Friday 16 May 2025
AI server boom powers Wonderful Hi-Tech's 1Q surge as high-speed cable shipments hit stride
Taiwan's Wonderful Hi-Tech Co. reported strong first-quarter of 2025 results and reaffirmed its full-year revenue growth outlook of 20–25%, shrugging off headwinds from currency...
Thursday 15 May 2025
US-China tariff talks pause triggers currency volatility, pressuring Taiwan's PCB sector
Taiwan's PCB manufacturers are finding temporary relief as the US dollar strengthens following the suspension of US-China tariff negotiations, partially offsetting pressure from the...
Thursday 15 May 2025
Foxconn sees 3% revenue drop for every NT$ gain
At a recent earnings call, Foxconn chairman Young Liu acknowledged that tariffs and exchange rate fluctuations are posing mounting challenges to global supply chains and expansion...
Tuesday 13 May 2025
New gaming consoles boost PXI's 1H25 operations; tariff impact remains uncertain
IC design house PixArt Imaging (PXI) held an investor conference and shared its market outlook. The company noted that revenue in the first quarter of 2025 exceeded earlier expectations,...
Friday 9 May 2025
Syncmold accelerates global Shift as Q1 revenue surges, eyes leadership beyond China
Plastics mold and hinge maker Syncmold Enterprise reported consolidated revenue of NT$22.43 billion(US$0.08 billion) for the first quarter of 2025, buoyed by increased shipments of...
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 flags EUR400m revenue hit from tariffs, trims margin outlook
Infineon Technologies AG announced its second quarter 2025 financial results on May 8. During the second quarter 2025 earnings call, CFO Sven Schneider addressed concerns about the...
Thursday 8 May 2025
Novatek's mobile OLED TDDI mass production boosts 2Q25; no negative impact from tariffs thus far
Display driver IC giant Novatek held an investor conference on May 7 and shared its outlook for the market. Novatek vice chairman and president Steve Wang announced that revenue in...
Thursday 8 May 2025
Broadband chips, optical communications, and Ethernet drive growth; Airoha undeterred by tariff war
Airoha, a major company under MediaTek, held an investor conference to share its outlook on future market trends. The company stated that in the first quarter of 2025, its efforts...
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...
Wednesday 7 May 2025
AMD posts strong Q1, but margin pressure clouds Q2 outlook
Advanced Micro Devices (AMD) announced its financial results for the first quarter, showcasing significant growth across key metrics, driven by robust demand in its data center and...
Wednesday 7 May 2025
Apple confronts a multifaceted crisis as Tim Cook strives for solutions
Amid the escalating tariff war, Apple has been cast as its most prominent casualty. Yet, a closer examination of the company's recent financial disclosures reveals a performance that...