CONNECT WITH US
NEWS TAGGED REVENUE
Friday 25 April 2025
Taiwan expands aid for exporters hit by US tariffs
Taiwan's government has increased an aid package to NT$93 billion (approx. US$2.86 billion) for companies hit by US tariffs while lowering the threshold for eligibility.
Friday 25 April 2025
Alphabet commits to US$75 billion capex plan amid rivals cooldown in AI infrastructure investment
Alphabet Inc. reported stellar results driven by AI advancements. Facing competition from ChatGPT, the company maintains its US$75 billion AI infrastructure investment despite rumors...
Friday 25 April 2025
Intel Foundry sales rise, losses narrow as company unveils major cost-cutting plan
Intel reported first-quarter revenue of US$12.67 billion, a 0.4% decline from the previous year, with a gross margin of 36.9% compared to 41.0% in the first quarter of 2024. Operating...
Thursday 24 April 2025
Trump reciprocal tariff impact on server ODMs

Introduction

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...
Thursday 24 April 2025
Electronics suppliers split on demand as US-China tensions escalate

As the US ramps up tariffs on Chinese imports, electronics component makers are responding differently depending on their market segments...

Thursday 24 April 2025
Samsung leads global gaming monitor market for six consecutive years, tops OLED monitor segment for the second time
In the global gaming monitor market, Samsung Electronics has maintained its position as the market leader for six consecutive years. Additionally, in the rapidly growing OLED monitor...
Thursday 24 April 2025
Lam Research's strong results signal continued growth in chip equipment demand
Lam Research Corporation reported strong financial results for its fiscal third quarter of 2025, demonstrating significant year-over-year growth across key metrics. The company posted...
Thursday 24 April 2025
IBM posts slight revenue increase, AI demand grows
IBM's first quarter results for 2025 showed a slight revenue rise to US$14.54 billion, a 0.5% increase year over year and just above analysts' expectations of US$14.4 billion.
Thursday 24 April 2025
Foxsemicon acquires 51% stake in FairTech to expand customer base and product portfolio
Foxsemicon Integrated Technology Inc., part of Hon Hai Technologies, announced on April 23 that it has entered an agreement to acquire a 51% stake in FairTech for NT$2.00583 billion...
Thursday 24 April 2025
China's chipmakers go on the offensive: R&D blitz to break the US tech siege
Amid mounting US sanctions and export curbs, China's semiconductor sector is ramping up research and development efforts to fortify domestic supply chains, accelerate progress in...
Thursday 24 April 2025
UMC expects rebounds in 2Q25, denies merger rumors with GlobalFoundries
United Microelectronics Corp. (UMC) reported a consolidated revenue of NT$57.86 billion (approx. US$1.78 billion) for the first quarter, down 4.2% sequentially but up 5.9% year-over-year...
Wednesday 23 April 2025
Samsung's Texas fab reportedly nears completion but delays loom amid rising costs and uncertain demand
As TSMC revealed accumulated losses of over NT$39.4 billion (approx. US$1.2 billion) from its Arizona operations over the past four years, attention is turning to Samsung Electronics,...
Wednesday 23 April 2025
Microsoft earnings call: 3 key areas to watch
Microsoft is set to release its latest earnings report on April 30, with the market closely watching key topics such as Microsoft's relationship with OpenAI, data center developments,...
Tuesday 22 April 2025
Sunwoda boosts Vietnam investment amid strong 2024 profit and global expansion plans
Chinese battery manufacturer Sunwoda, an Apple product supplier, is set to increase its investment in Bac Giang, Vietnam. According to The Investor, environmental assessment...