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NEWS TAGGED RECOVERY
Wednesday 22 October 2025
Texas Instruments trims production, tightens focus for a measured recovery
In the Texas Instruments third-quarter 2025 earnings call held on October 21, President and CEO Haviv Ilan addressed investor questions regarding booking patterns and demand consistency...
Wednesday 22 October 2025
Analysis: Samsung reclaims memory crown but what about its foundry?
Samsung Electronics is expected to deliver a surprising performance in the third quarter of 2025, successfully reclaiming the top position in the global memory market, signaling a...
Monday 20 October 2025
Taiwan lead frame makers raise prices as metal costs soar
Taiwan's top three lead frame manufacturers are implementing sweeping price increases for the first time in four years. The move comes as surging prices for gold, silver, and copper...
Friday 17 October 2025
Memory chip prices signal onset of a new supercycle
Samsung Electronics' preliminary results for the third quarter of 2025 have reignited optimism across the global memory market. The results, together with strong performances anticipated...
Thursday 16 October 2025
TSMC tells clients to order early as downstream demand signals remain strong

As demand for artificial intelligence (AI) continues to surge through 2025 and non-AI end markets show mild recovery, TSMC chairman C.C...

Wednesday 1 October 2025
Hotai Motor expects strong Q4 despite lingering market uncertainty
Despite ongoing uncertainty in Taiwan's auto market and a slower-than-expected recovery in showroom traffic, Hotai Motor Co. remains cautiously optimistic about achieving its full-year...
Friday 26 September 2025
Asus and Apple see shipment gains in sluggish PC market; Dell faces sharp decline
Hopes for a strong PC market recovery in 2025 are fading fast. While the market had predicted a surge in sales driven by the end of Windows 10 support and the arrival of new AI-enabled...
Friday 26 September 2025
Global chip sector faces 2026 slowdown: AI growth meets consumer market chill
The semiconductor sector is preparing for a muted rebound in consumer electronics in late 2025. What was once a reliable seasonal upswing now appears absent, with third-quarter order...
Thursday 25 September 2025
Sintrones logs record IPC projects, eyes 4Q25 revenue peak and 2026 growth momentum
Impacted by tariffs, Taiwan-based industrial PC (IPC) maker Sintrones Technology underperformed expectations in 2025. However, Chairman Kevin Hsu remains confident about recovery,...
Thursday 25 September 2025
Regulatory pressure fuels Europe’s rapid EV uptake

After months of sluggish demand, Europe's car market finally posted a sign of recovery in August 2025 — a hopeful signal driven...

Wednesday 24 September 2025
Micron lifts margins and outlook, signaling tight supply-demand dynamics in memory markets
Micron reported strong fourth-quarter fiscal 2025 results with revenue and margins surging on high-bandwidth memory demand, while guidance topped expectations. Analysts hailed the...
Sunday 21 September 2025
Phison resumes quotes as NAND flash prices surge 10% on AI SSD boom
NAND flash prices are climbing alongside the broader memory recovery. Micron and Phison Electronics suspended quotations, sparking expectations of further hikes. Sources say Phison...
Saturday 20 September 2025
TSMC, Largan, Episil push back on hype with blunt market outlooks
SiC applications recently gained attention following reports that TSMC and Nvidia are pushing for advancements, elevating companies like Episil and its subsidiary EPI into the market...
Friday 12 September 2025
China's 10 memory firms post mixed 1H25: sales rise, profits lag
By September 2025, half-year earnings reports from 10 Chinese memory firms are in. Nine posted revenue growth, underscoring solid top-line momentum. Profitability, however, diverged...
Friday 12 September 2025
Texas Instruments sees data center revenue surge 50%; projects over US$1B in 2025 as sector recovery accelerates
Texas Instruments (TI) CEO Haviv Ilan stated at the 2025 Goldman Sachs Communacopia + Technology Conference that the data center market is the fastest recovering among all sectors,...