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Wednesday 7 May 2025
Taiwan chip maker cautious on global trade outlook
Taiwan-based power management IC maker GMT's chairman cites market uncertainty due to Trump administration's proposed tariff policies, with second-quarter orders remaining flat amid...
Wednesday 7 May 2025
Nuvoton returns to profitability in 1Q25
Benefiting from advanced supply chain pull-ins amid tariff uncertainties, microcontroller unit (MCU) manufacturer Nuvoton Technology returned to profitability in the first quarter...
Wednesday 7 May 2025
GlobalFoundries warns of tariff risks in 2H25
GlobalFoundries reported first-quarter revenue growth of 2.3% to US$1.59 billion, supported by demand in data center and IoT markets. While tariff impacts remained minimal in early...
Wednesday 7 May 2025
Apple's earnings reveal underlying concerns, dampens confidence in PCB supply chain
Apple reported quarterly earnings that exceeded market forecasts, demonstrating strong performance in both revenue and profit. This development has brought a sense of optimism to...
Wednesday 7 May 2025
Hopper-to-Blackwell shift dents Supermicro's Q3, but recovery seen ahead
On May 6, Supermicro reported fiscal third quarter 2025 net revenue of US$4.6 billion, falling short of its initial forecast as customers paused purchases to evaluate the upcoming...
Wednesday 7 May 2025
Marvell delays roadmap reveal as macro clouds first-quarter outlook
According to Reuters and , On May 6, 2025, Marvell Technology announced the postponement of its planned Investor...
Wednesday 7 May 2025
Supermicro sees softer FY25 as customers defer AI infrastructure rollouts
Supermicro announced its fiscal third quarter results for the period ended March 31, 2025, reflecting challenges from customer delays in AI infrastructure deployments. The company...
Wednesday 7 May 2025
Export controls take US$1.5B toll, but AMD bets big on AI accelerator boom
On May 6, Advanced Micro Devices (AMD) reported robust first-quarter results for 2025 despite looming challenges from new US export controls on shipments to China and evolving AI...
Wednesday 7 May 2025
AMD posts strong Q1, but margin pressure clouds Q2 outlook
Advanced Micro Devices (AMD) announced its financial results for the first quarter, showcasing significant growth across key metrics, driven by robust demand in its data center and...
Tuesday 6 May 2025
Chunghwa Precision hits pause on Taoyuan fab expansion as tariff risks push pivot to AI test tech
Chunghwa Precision Test (CHPT) expects steady demand for high-performance computing (HPC) orders in the second quarter and is seeing increased momentum in automotive applications...
Tuesday 6 May 2025
Apple beats expectations as iPhone sales inch higher, supply chain sees signs of a rebound
Apple on Thursday reported quarterly earnings that beat the market expectations, buoyed by modest growth in iPhone sales. Despite ongoing concerns over trade tensions and regional...
Tuesday 6 May 2025
BenQ Materials pivots to premium displays, healthcare as shields against tariff and currency pressures
Taiwan-based BenQ Materials is steadily increasing its high-margin product share in its display materials portfolio, a trend expected to persist across various applications, especially...
Tuesday 6 May 2025
TPV Technology stumbles through 2024, sinks deeper in 1Q25: profit vanishes, debt balloons

TPV Technology, a key global display manufacturer, delivered flat revenue growth in 2024 but faced a sharp earnings decline. Its first-quarter...

Tuesday 6 May 2025
Onsemi sharpens focus on cost control, portfolio streamlining, and SiC gains to navigate downturn
On May 5, On Semiconductor (Onsemi) reported a 22% revenue drop to US$1.45 billion in the first quarter of 2025, with margins squeezed by lower utilization and pricing pressures....
Tuesday 6 May 2025
Taiwan's display players navigate economic minefield of currency chaos and tariff tremors
A surging New Taiwan dollar (NT$) is squeezing Taiwan's display panel makers, cutting into revenues and shrinking profit margins. In response, leading manufacturers and upstream suppliers...