CONNECT WITH US
NEWS TAGGED REVENUE
Monday 5 May 2025
Silicon Motion optimistic about consumer recovery in second half of 2025 amid strong AI inference demand
Silicon Motion, a NAND controller provider, reported that its first-quarter revenue and profit almost met the high end of prior forecasts, largely due to increased demand for AI inference...
Monday 5 May 2025
Semco and Daeduck poised to power Tesla's autonomous Cybercab with key substrate supply

South Korea's leading substrate manufacturers, Samsung Electro-Mechanics (Semco) and Daeduck Electronics, are preparing to supply crucial...

Saturday 3 May 2025
Primax powers ahead on AIoT tailwinds and PC rebound, but tariff turbulence persists
Primax Electronics Ltd. delivered strong first quarter 2025 results, driven by early PC order pull-ins and rising shipments of AIoT and professional acoustic products. Despite the...
Saturday 3 May 2025
Apple's 2Q earnings in focus: trade tensions, AI lag, and China headwinds cloud outlook

Apple is set to announce its fiscal second-quarter earnings on May 1 (Pacific Time). Analysts anticipate the company will hit revenue...

Saturday 3 May 2025
Murata braces for 8-year profit nadir as smartphone, auto headwinds mount
Murata Manufacturing anticipates its profit for fiscal year 2025 (April 2025 to March 2026) to hit an eight-year low, citing stagnant demand for smartphones and automotive components,...
Friday 2 May 2025
Powertech Technology sees revenue decline as expected in 1Q25
Powertech Technology (PTI), a Taiwanese memory packaging and testing vendor, experienced a decrease in solid-state drive (SSD) and NAND flash shipments in the first quarter of 2025,...
Friday 2 May 2025
CWTC posts strong Q1 as packaging demand surges, eyes expansion in Asia
Taiwanese lead frame packaging giant CWTC posted better-than-expected results for the first quarter of 2025, buoyed by its inclusion on key client procurement lists and surging demand...
Friday 2 May 2025
Intel and AMD reap nearly 30% of revenue from China, yet US semiconductor imports are just 3%—What's behind the discrepancy?
Washington's export controls and escalating US-China chip tensions have dominated headlines, but American semiconductor leaders continue to rely heavily on the Chinese market. In...
Friday 2 May 2025
CyberLink: Tariffs have no direct impact; end-user consumption remains to be seen
Unpredictable US tariff policies continue to trouble hardware manufacturers, while software companies like CyberLink see little immediate effect. However, a potential global economic...
Friday 2 May 2025
TCL rides display market rebound to record highs as supersized panels and strategic bets pay off
With panel supply-demand conditions improving and demand for larger displays accelerating, TCL Technology's semiconductor display business is staging a strong comeback. According...
Friday 2 May 2025
Is the early pull-in effect ending? Taiwan electronics industry outlook downgraded to green light
Supermicro announced this week a downward revision of its revenue and profit forecasts. The question remains whether this is due to disruptive innovation driven by DeepSeek or if...
Friday 2 May 2025
Non-AI cloud workloads power Microsoft's 3Q25 Azure overperformance
Microsoft's fiscal year 2025 third-quarter earnings call revealed a company operating at full throttle in the age of AI, driven by skyrocketing demand for AI infrastructure and cloud...
Friday 2 May 2025
Samsung chip earnings nosedive 62%: HBM edge ceded to SK Hynix?
Samsung Electronics beat expectations in the first quarter of 2025, posting revenue of KRW79.1 trillion (US$55 billion) and operating profit of KRW6.7 trillion. However, its Device...
Friday 2 May 2025
MediaTek confident in long-term growth potential amid tariff uncertainties
MediaTek CEO Rick Tsai has delivered a strong message to stabilize the market amidst recent tariff-induced volatility. He stated that there have been no significant order adjustments,...
Friday 2 May 2025
ASE sees double-digit growth in 1Q25 thanks to urgent testing and packaging orders
ASE Technology Holding, the global outsourced semiconductor assembly and test (OSAT) leader, benefited from urgent orders from customers in the first quarter, helping to maintain...