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Wednesday 5 November 2025
Mediatek's subsidiary Airoha sees steady 3Q25 revenue, banks on Ethernet for growth
MediaTek's subsidiary Airoha reported a steady financial performance for the third quarter of 2025, with revenue reaching NT$5.63 billion (US$182.5 million), marking a 2% sequential...
Wednesday 5 November 2025
Airoha targets Ethernet, optical communication, and Bluetooth for growth by 2026
MediaTek's subsidiary Airoha has identified Ethernet, optical communication, and Bluetooth applications as key growth drivers, expecting these sectors to account for 20% of its revenue...
Wednesday 5 November 2025
Supermicro's cash flow turns negative as AI infrastructure push strains finances
Supermicro reported a challenging first quarter of fiscal 2026, with rising costs, higher working capital, and negative free cash flow reflecting the company's rapid expansion to...
Wednesday 5 November 2025
Nanya Technology and Winbond Electronics report strong financial results amid rising DDR4 demand
Taiwanese DRAM manufacturer Nanya Technology recorded its highest single-month revenue in four years in October 2025, reporting NT$7.908 billion (approx. US$256 million). This marked...
Wednesday 5 November 2025
Supermicro reports lower quarterly sales but expects AI-driven rebound in December
Supermicro reported financial results for the fiscal first quarter of 2026, reflecting a temporary slowdown caused by shipment delays and customer upgrades, but reaffirmed a strong...
Wednesday 5 November 2025
AI drives memory price spike; Xiaomi braces for cost shock, GigaDevice cashes in
Since early 2025, global memory and storage chip prices have surged past industry expectations. Analysts say booming demand for AI infrastructure and high-performance servers is driving...
Wednesday 5 November 2025
OpenAI's revenue far exceeds US$13 billion as CEO denies 2026 IPO rumors
OpenAI CEO Sam Altman disclosed that the artificial intelligence (AI) company's annual revenue has significantly surpassed the widely reported US$13 billion mark. During a podcast...
Wednesday 5 November 2025
AMD’s AI growth story: how OpenAI became both catalyst and concern
OpenAI has become a key driver of AMD's data center growth, marking a turning point in the chipmaker's AI strategy. As AMD deepens collaboration with OpenAI through massive GPU deployments,...
Wednesday 5 November 2025
AMD hits record quarter as AI boom lifts all chips—except those bound for China
On November 4, AMD reported record results for the third quarter of 2025, driven by strong demand in the data center and client computing segments, which underscore the company's...
Wednesday 5 November 2025
Apple’s MacBooks shine in a dull PC market
Apple's iPhone 16 sales have exceeded expectations for its fourth quarter of 2025 earnings after being initially doubted at its launch. The upcoming lower-priced MacBook will drive...
Wednesday 5 November 2025
HannStar Board revenue jumps 33% as company plans Malaysia expansion to offset margin decline
HannStar Board's revenue skyrocketed in the first three quarters of 2025, jumping 33% year-over-year after its April merger with Japanese PCB maker Lincstech.
Wednesday 5 November 2025
China's chipmakers cash in on localization momentum
China's semiconductor sector is entering a structural growth phase in 2025, fueled by persistent demand from artificial intelligence (AI), electric vehicles (EVs), and advanced man...
Tuesday 4 November 2025
VIS profit slumps to six-quarter low, eyes orders from TSMC's mature-node transition
Taiwan-based foundry Vanguard International Semiconductor (VIS) reported a sharp profit decline in the third quarter of 2025 despite steady revenue growth. Net income fell 20% from...
Tuesday 4 November 2025
iPhone 17 sales exceed expectations to drive strong momentum in China for first quarter of FY26
Just two weeks after its launch, the iPhone 17 has provided strong momentum for Apple's fiscal 2025 fourth quarter, and the trend is expected to continue into the fiscal 2026 first...
Tuesday 4 November 2025
Apple enters top five brands in India for the first time as iPhone 17 demand soars; MediaTek retains 46% share in smartphone chipsets
India's smartphone market grew 5% year-over-year in shipments and 18% in value in the third quarter of 2025, reaching its highest-ever quarterly value, according to Counterpoint Research...