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Thursday 24 April 2025
Texas Instruments navigates uncertainty with strong results and optimistic outlook
Texas Instruments reported strong first-quarter results, with revenue of US$4.07 billion, surpassing forecasts, driven by a 13% rise in its Analog segment. The upbeat outlook signals...
Monday 21 April 2025
TSMC's confidence tested by supply chain concerns
The recent earnings call from TSMC conveyed an optimistic message. However, downstream brand manufacturers are adopting a more cautious stance regarding future market demand changes...
Friday 18 April 2025
7 key things TSMC CEO CC Wei revealed about AI, US expansion, and tariff risks
TSMC delivered a strong first-quarter 2025 earnings call, raising its full-year revenue forecast and reinforcing its position as a key player in the AI-driven chipmaking boom. The...
Tuesday 15 April 2025
CATL reports 33% jump in net income even as battery prices fall
Chinese battery-making giant Contemporary Amperex Technology Co. Ltd. reported a 33% jump in first-quarter earnings, defying a slowdown in demand for electric vehicles and a drop...
Monday 14 April 2025
FCS Machinery maintains stable outlook thanks to low US exposure
Despite the machinery sector's vulnerability to global tariff hikes, plastic injection molding machine maker FCS Machinery has reported minimal exposure to new trade barriers and...
Thursday 10 April 2025
Tariff tensions overshadow TSMC's robust 1Q25 performance
Taiwan Semiconductor Manufacturing Company (TSMC) reported better-than-expected revenue for March and the first quarter of 2025, easing earlier market concerns about earthquake disruptions...
Thursday 10 April 2025
TSMC's March revenue jumps, but tariff risks cloud outlook
TSMC's March revenue surged, yet future forecasts face uncertainties. Potential US tariffs and a possible US$1 billion fine for export violations raise concerns despite strong AI...
Thursday 10 April 2025
Dell's AI server sales outlook fails to ease profit worries
Dell Technologies Inc. gave a strong outlook for sales of servers optimized for artificial intelligence, though investors remained concerned about the profitability of these produc...
Thursday 10 April 2025
Luxury carmakers struggle to retain value in EV era as Porsche, Maserati falter
Some luxury car brands have found it difficult to adapt to vehicle electrification, such as Maserati and Porsche, both of which have seen sales dip.
Tuesday 8 April 2025
Tariff tsunami crashes into Taiwan's machine tool sector, smaller players face collapse amid bleak outlook
The ongoing US tariff offensive has dealt a heavy blow to Taiwan's already fragile machinery industry, with the machine tool sector in particular clouded by mounting concerns. Already...
Saturday 5 April 2025
Microsoft's AI outlook faces noise: An isolated case or a market reflection?
Microsoft has experienced significant momentum in the past two years due to GenAI, but recent signals indicate a shift towards cautiousness. Despite previously emphasizing urgent...
Wednesday 2 April 2025
Trump tariffs proliferate while EU carbon border tax faces delay
Global trade tensions are escalating as US President Donald Trump implements widespread tariffs in his second term, while the European Union's ambitious carbon border tax faces a...
Monday 31 March 2025
Yulon Motor president addresses tariffs, EV production, and financial outlook
Yulon Group commenced its earnings conference, with Yulon Motor leading the discussion on March 26. This marked president Kuo-Hsing Hsu's first earnings call since assuming the role...
Friday 28 March 2025
Taiwan's economic outlook shows positive momentum in February 2025
On March 27, the National Development Council (NDC) of Taiwan released its economic outlook for February 2025, revealing a positive momentum in the country's economic activities,...
Friday 28 March 2025
Optical industry optimistic for 2Q25 despite ongoing challenges and evolving market trends
As the first quarter of the year comes to a close, the optical industry remains cautiously optimistic about the second quarter.