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NEWS TAGGED REVENUE
Thursday 9 October 2025
TSMC's 3Q25 revenue surpasses high forecast as AI drives advanced process demand
TSMC reported consolidated revenue of NT$330.98 billion (US$10.8 billion) in September 2025, a slight 1.4% decrease from August but a 31.4% increase year-over-year, marking a record...
Thursday 9 October 2025
Nan Pao eyes high growth in semiconductor and optical adhesives, targets record 2025 revenue
Nan Pao Resins Chemical Group reported NT$1.98 billion (US$65 million) in consolidated revenue for September 2025, marking a slight year-over-year increase of 0.2%. However, third-quarter...
Thursday 9 October 2025
GSEO September revenue rises on seasonal demand; 4Q25 hinges on new device sales
Taiwan-based lens manufacturer Genius Electronic Optical (GSEO) reported a consolidated revenue of NT$2.66 billion (approx. US$86.98 million) in September 2025, down NT$42.53 million...
Thursday 9 October 2025
Memory module makers halt consumer DRAM price quoting during China's National Day holiday
The ongoing DRAM shortage is intensifying as memory module manufacturers suspend consumer DRAM price quotes during China's National Day holiday, signaling a sharp rise in spot market...
Thursday 9 October 2025
GLT shutters China plant, eyes Vietnam trial and biomedical expansion
Global Lighting Technologies (GLT) has liquidated its Zhongshan factory in Guangdong, China and has plans to start trial production at its new facility in Vietnam facility in the...
Thursday 9 October 2025
Hushan and Tong Yang see revenue rise as global AM car parts demand stays strong
The global automotive aftermarket (AM) parts sector continues to benefit from shifting vehicle usage patterns, even as overall car market demand remains volatile, and this has benefited...
Thursday 9 October 2025
Lite-On Technology posts strong September revenue driven by cloud and server systems
Lite-On Technology recorded consolidated revenue of NT$15.4 billion (US$504 million) in September 2025, representing a 30% increase year-on-year but a 1.6% decline from August. This...
Thursday 9 October 2025
Taiwan's ODMs report strong revenue growth fueled by AI server demand in 3Q25
Taiwan's leading ODMs have posted significant revenue and shipment growth in September and the third quarter of 2025, driven primarily by robust demand for AI servers. Companies including...
Thursday 9 October 2025
OpenAI shifts focus from general AI to commercial applications at DevDay
At its recent DevDay conference in San Francisco, OpenAI revealed a strategic transition toward developing commercially viable AI applications and enterprise solutions, moving away...
Thursday 9 October 2025
AI arms race fuels memory chip demand, DRAM bull market begins
Niche and standard DRAM prices are rising sharply; ADATA, Apacer, Elite Semiconductor Microelectronics Technology (ESMT), and several other companies all posted record highs in revenue...
Wednesday 8 October 2025
Dell doubles down on AI boom, raises growth forecasts through 2030
Dell has announced a significant upward revision of its revenue and profit growth targets for the next four years, signaling the company's robust confidence in the long-term demand...
Wednesday 8 October 2025
Oracle's cloud business reportedly posts just 14% gross margin despite AI demand
Oracle is generating significant revenue by renting out Nvidia GPU-powered servers, but its cloud computing business reports a gross margin far below market expectations.
Wednesday 8 October 2025
Planet Technology reports decline in September revenue, accelerates AI edge and 5G private network push
Networking firm Planet Technology has reported consolidated revenue of NT$132.23 million (approx. US$4.36 million) for September 2025, down 18.8% year-over-year. The company's cumulative...
Wednesday 8 October 2025
UMT secures NT$400 million in LEO satellite orders as 4Q25 shipments set to surge
Universal Microwave Technology (UMT), a manufacturer of low Earth orbit (LEO) satellite and high-frequency communications components, has benefited from the continued advancement...
Wednesday 8 October 2025
The second life of DDR4: how an old memory standard is driving a new upcycle
DDR4 memory is experiencing a sharp rise in both price and volume due to tight supply, driving strong inventory replenishment momentum. This has rapidly heated up orders across the...