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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
HPC and smart power reshape auto semiconductor market
The global automotive semiconductor market is expected to reach US$78 billion in 2025, according to Mike Cheng, regional president of Avnet Taiwan, one of the world's largest electronic...
Tuesday 4 November 2025
Ibiden raises fiscal 2025 financial forecast as GenAI orders exceed expectations
Japanese IC substrate giant Ibiden announced an upward revision of its fiscal year 2025 financial forecast, running April 2025 to March 2026, with revenue, operating profit, and net...
Tuesday 4 November 2025
Sanmina beats estimates, raises guidance on AI demand, and ZT Systems deal
Sanmina reported better-than-expected fourth-quarter results and issued upbeat guidance, citing strong demand from communications networks and cloud, and AI infrastructure, and momentum...
Tuesday 4 November 2025
Merry Electronics drives growth with headsets, medical products in 3Q25
Acoustics specialist Merry Electronics delivered solid operational results in the third quarter of 2025, with revenue reaching a nearly three-year high for the same period. This reflects...
Tuesday 4 November 2025
China localizes network infrastructure chips; Taiwanese IC design houses turn to the West

China's push for semiconductor self-sufficiency has extended to networking infrastructure, with Taiwanese IC design firms Realtek Semiconductor...

Tuesday 4 November 2025
Garmin to open first Southeast Asia factory in Thailand
Smartwatch and wearable maker Garmin is set to establish its first factory in Southeast Asia, located in Thailand, to produce smartwatches and other electronic products.
Tuesday 4 November 2025
Onsemi maintains focus on 8-inch wafer ramp as non-core exits and seasonal trends shape outlook
Onsemi reported steady progress in its operational and manufacturing strategies during the third quarter of 2025, emphasizing controlled inventory buildup, ongoing consolidation of...
Tuesday 4 November 2025
Onsemi sees stabilization in automotive and industrial markets as AI-related revenue expands
Onsemi reported signs of stabilization across its core automotive and industrial markets in the third quarter of 2025, while its artificial intelligence-related business continued...
Tuesday 4 November 2025
Onsemi reports lower third-quarter revenue but signals stabilization in key markets
On November 3, Onsemi reported a decline in third-quarter 2025 revenue and margins, though its guidance for the fourth quarter indicates signs of stabilization across automotive and...