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Wednesday 30 July 2025
VIS expects continued gross margin pressure in 3Q25
Specialty IC foundry Vanguard International Semiconductor (VIS) announced its latest financial results on July 29, reporting a second-quarter 2025 consolidated revenue of NT$11.7...
Wednesday 30 July 2025
VIS sees New Taiwan Dollar's strength weighing on margins
Taiwanese contract chipmaker Vanguard International Semiconductor (VIS) reported a 15.4% quarterly decline in second-quarter net income as the New Taiwan Dollar appreciation offset...
Wednesday 30 July 2025
Apple's 2Q25 earnings appear optimistic, but industry remains cautious
Apple will announce its second-quarter financial results on July 31. The market currently holds a relatively optimistic view of its performance this year. Factors such as positive...
Tuesday 29 July 2025
Taiwan drone exports soar 749% in 1H25 as demand surges from Eastern Europe and US
Taiwan's push to decouple its drone supply chain from China is yielding significant results. Drone exports from the island surged more than sevenfold in the first half of 2025 compared...
Monday 28 July 2025
Young Optics turns profitable on insurance claim despite core business losses
Taiwan's Young Optics posted first-half 2025 net income of NT$8.22 million (US$252,000) after fire insurance compensation offset operating losses, as the optical components manufacturer...
Monday 28 July 2025
LG Display's large-size OLEDs lead turnaround for full-year profit
LG Display (LGD) has announced that it will ship around 6.5 million large-size OLED TVs and monitors in 2025, a year-over-year increase of 14.04%. With the depreciation of equipment...
Monday 28 July 2025
Eternal Materials 2Q25 operating profit up 18.6%, but FX losses weigh on earnings
Eternal Materials reported stable shipments across its three core business segments in June, with consolidated revenue totaling NT$3.297 billion (approx. US$110 million), down 1.9%...
Friday 25 July 2025
Ezconn hits 12-year revenue high despite FX losses
Global AI momentum and continued US infrastructure development have paved the path for optical communications company EZconn, which has received strong order demand from US clients...
Friday 25 July 2025
Wolfspeed collapse triggers Renesas's first interim loss in 5 years
Renesas Electronics posted a net loss of JPY175.3 billion (approx. US$1.19 billion) in the first half of 2025, swinging from a JPY139.5 billion profit a year earlier. It was the Japanese...
Friday 25 July 2025
Chromebook sales rebound: Google targets 19.5M units shipped in 2025
Since the pandemic-driven surge ended in mid-2022, Chromebook shipments have steadily declined. According to notebook supply chain sources, Chromebook shipments fell to 17.5 million...
Friday 25 July 2025
Asus, Microsoft revive Xbox hardware with ROG handheld launch, target 400,000-unit holiday debut
Asus is doubling down on gaming handhelds through a partnership with Microsoft, with plans to launch the ROG Xbox Ally and Xbox Ally X in November and December 2025. Targeting the...
Thursday 24 July 2025
Edge AI drives Innodisk Q3 momentum and full year growth
With industrial-control application demand warming up and DDR4 market prices rising, industrial-control memory vendor Innodisk's operations in 2025 have improved. Revenue has grown...
Thursday 24 July 2025
MSI may tie motherboard shipments with Gigabyte in 2025
MSI is adopting a cautious strategy toward AI server-related products, while its Taiwanese rivals Gigabyte Technology, Asustek Computer and ASRock are all aggressively expanding in...
Thursday 24 July 2025
Samsung and Vivo duel in Taiwan's foldable market as penetration nears double digits
Samsung and Vivo are ramping up competition in Taiwan's foldable phone segment. Following the launch of Samsung's latest Galaxy Z series with a bold 30% year-over-year growth target,...
Thursday 24 July 2025
AI server boom runs into fiberglass bottleneck
As the four major cloud service providers (CSPs) actively invest in self-developed application-specific integrated circuits (ASICs), market forecasts predict a rapid increase in shipments...