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Wednesday 30 July 2025
Apple's 2Q25 earnings appear optimistic, but industry remains cautious
Apple will announce its second-quarter financial results on July 31. The market currently holds a relatively optimistic view of its performance this year. Factors such as positive...
Wednesday 30 July 2025
Samsung's in-house chips get another shot with Galaxy S26 if 2nm yields deliver
Rising Qualcomm chip prices and improving Exynos yield rates have prompted Samsung to consider using its in-house Exynos 2600 in the 2026 Galaxy S26 base model. South Korean industry...
Tuesday 29 July 2025
Sanmina beats Q3 estimates on AI, cloud demand; Eyes $6 billion boost from ZT deal
Sanmina reported fiscal third quarter 2025 results that beat Wall Street expectations on both revenue and profitability, fueled by strong performance across all major end markets...
Tuesday 29 July 2025
Nearly half a year into Trump's administration, Taiwan's June 2025 economic indicators remain green
Although US President Donald Trump's reciprocal tariff policy implemented in April 2025 has caused significant shocks to global trade and economy, the National Development Council...
Tuesday 29 July 2025
Manufacturing sector prioritizes measurable returns as AI adoption accelerates smart factory push
Global manufacturers are demanding clearer performance metrics before investing in artificial intelligence (AI)-powered smart manufacturing systems, with supply chain experts identifying...
Tuesday 29 July 2025
Cadence expands beyond China with 3D IC momentum from TSMC ecosystem
Cadence Design Systems expressed confidence in its second-half 2025 outlook despite lingering geopolitical uncertainties. In its second-quarter 2025 earnings call, executives affirmed...
Monday 28 July 2025
AI server demand surge to drive Taiwan's 2H25 export growth
The Russia-Ukraine war continues to exert pressure on the European economy. At the same time, Donald Trump's proposed tariffs are also placing pressure on import and export trade...
Monday 28 July 2025
Japan's Kioxia to mass produce 9th-gen NAND flash in FY2025
Kioxia announced it will begin mass production of its ninth-generation NAND flash memory in fiscal year 2025, which runs from April 2025 to March 2026. The Japanese memory maker also...
Monday 28 July 2025
STMicro swings to loss, scoops up NXP sensors in US$950 million reset
STMicroelectronics posted its first operating loss in over a decade, driven by US$190 million in restructuring and impairment charges amid soft automotive and industrial chip demand...
Saturday 26 July 2025
OpenAI to unveil GPT-5 in August, first to combine GPT and 'o' series models
OpenAI is reportedly preparing to release its next-generation large language model, GPT-5, as early as early August, incorporating capabilities from its "o" series models for the...
Thursday 24 July 2025
SK Hynix rides DRAM wave, doubles down on HBM with capex boost
SK Hynix reported second-quarter 2025 revenue of KRW22.23 trillion (US$16.17 billion), up 35% year-over-year, driven by surging demand for AI and high-performance DRAM. The company...
Wednesday 23 July 2025
PSMC reports bigger 2Q25 loss, stronger Taiwan Dollar and weak chip prices offset Tata deal gains
Powerchip Semiconductor Manufacturing Company (PSMC) reported a steeper net loss in the second quarter of 2025, as a stronger New Taiwan dollar and weakening wafer average selling...
Wednesday 23 July 2025
OpenAI and Google AI models reach Olympiad gold medal-level in math but diverge on rollout plans
Large language models (LLMs) from OpenAI and Alphabet's Google have achieved gold medal-level performance on International Mathematical Olympiad problems, marking a breakthrough in...
Wednesday 23 July 2025
Samsung reportedly adopts long-term strategy for 2nm process to compete with TSMC
Samsung Electronics plans to begin mass production of its 2nm semiconductor process in the second half of 2025. Although reports indicate that Samsung is currently trailing TSMC in...
Wednesday 23 July 2025
Strong China growth propels TI's industrial business
During its second-quarter 2025 earnings call, Texas Instruments (TI) underscored the pivotal role China played in driving the company's industrial segment growth.