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Friday 31 October 2025
AI demand fuels surge in data center capex by Microsoft, Alphabet, and Meta
Cloud service providers are rapidly expanding AI capabilities, leading to increased capex and major investment in data center infrastructure. Microsoft CEO Satya Nadella revealed...
Friday 31 October 2025
HDRE pivots to Japan, Australia energy storage as Taiwan market stalls
Taiwan's renewable energy development has hit headwinds in recent years, with 2025 likely marking a slowdown in growth. HD Renewable Energy (HDRE) noted that despite policy and installation...
Friday 31 October 2025
CWTC sees stable 4Q25 operations as IC and LED leadframe price hikes take effect
Chang Wah Technology Co., Ltd. (CWTC), a leading Taiwanese IC leadframe manufacturer, held its fourth-quarter 2025 earnings call on October 30, 2025, during which the company projected...
Friday 31 October 2025
CHPT eyes 2026 US orders amid slight 4Q25 revenue dip
Chunghwa Precision Test Tech (CHPT) expects a mild seasonal decline in overall operations for the fourth quarter of 2025, with revenues dipping slightly from the third quarter of...
Friday 31 October 2025
LGD posts profit in 3Q25, eyes full-year turnaround
LG Display (LGD) has successfully reversed previous losses for the third quarter of 2025, posting an operating profit of KRW431 billion (US$308 million) in its latest financial report...
Friday 31 October 2025
Apple posts record iPhone revenue despite supply constraints
Apple reported record iPhone revenue in its fiscal fourth quarter of 2024, achieving strong growth across iPhone, Mac, and Services segments despite ongoing supply shortages and rising...
Friday 31 October 2025
Delta Electronics sees AI boom stretch power and cooling capacity to the limit
Global AI growth continues unabated, with Delta Electronics emerging as a key indicator of demand for AI server power and cooling systems. At its latest investor meeting, chairman...
Friday 31 October 2025
Tim Cook sees China growth returning on strong iPhone 17 momentum
Apple remains confident about its growth prospects in China even as tariff-related costs continue to rise. CEO Tim Cook described the Chinese market as "incredibly vibrant and dynamic,"...
Friday 31 October 2025
Amazon’s US$125B AI supply chain: custom chips and terawatt ambitions
Amazon highlighted its growing investments in artificial intelligence (AI) and cloud infrastructure during its third-quarter 2025 earnings call, underscoring a significant acceleration...
Friday 31 October 2025
Apple eyes record holiday quarter as iPhone and services momentum build
Apple reported record fiscal fourth-quarter results, with revenue rising nearly 8% year over year to US$102.47 billion, driven by double-digit growth in services and solid demand...
Friday 31 October 2025
Amazon’s Q3 results reveal an AI-powered rebound in the cloud
Amazon reported better-than-expected third-quarter results, driven by accelerating growth in its cloud division and steady expansion across online retail and subscription services...
Friday 31 October 2025
Renesas reports significant profit decline and warns of potential inventory risks with Nexperia dispute
Japanese semiconductor manufacturer Renesas Electronics has disclosed a challenging beginning to 2025, revealing a decline in revenue and a sharp drop in profitability for the first...
Friday 31 October 2025
Taiwan's Coretronic ramps up drone production as rare earth risks loom

Coretronic Intelligent Robotics Corp. (CIRC), a subsidiary of Taiwan's Coretronic Group, said it is ramping up drone production to meet...

Thursday 30 October 2025
UMC reports Q3 gains as specialty and 22nm platforms boost growth

Benefiting from increased wafer shipments and higher capacity utilization, United Microelectronics Corporation (UMC) reported its most...

Thursday 30 October 2025
Lite-On AI revenue exceeds expectations, expected to reach 40% in 2026
With newly added production capacity in place, growth in AI product shipments, and continued average selling price (ASP) increases, Lite-On achieved strong profits in the third quarter...