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NEWS TAGGED RECOVERY
Friday 7 November 2025
Samsung targets 2026 'second peak' with AI, foldables amid chip rebound
Samsung Electronics is betting big on artificial intelligence and foldable phones. The company hopes these technologies will drive what it calls a "second peak" in its smartphone...
Friday 7 November 2025
Samsung Foundry teams up with Anaflash on AI MCU in sign of recovery
Edge AI startup Anaflash has unveiled a new AI microcontroller built on Samsung Electronics' 28nm foundry process. The move marks another design win for Samsung as it works to revive...
Wednesday 5 November 2025
Largan reports stable operations with 5% revenue growth through October 2025
Largan announced on November 5, 2025, that its self-calculated consolidated revenue for October reached NT$6.261 billion (US$202.7 million), remaining flat compared to September but...
Wednesday 5 November 2025
Automotive chip demand rebounds despite supply chain headwinds
Leading IDMs such as Texas Instruments (TI), NXP Semiconductors, and STMicroelectronics (STM) have reported recent quarterly results indicating a rebound in automotive semiconductor...
Tuesday 4 November 2025
European and US IDMs see slow recovery in automotive and industrial control
Key European and US IDMs like Texas Instruments (TI), NXP, and STMicroelectronics (STM) have released their latest earnings reports, some showing solid recovery performance in the...
Tuesday 4 November 2025
Global VCs shift focus to AI, quantum, and defense
Global venture capital markets have shown signs of recovery in 2025 despite challenging conditions, including reciprocal tariffs announced by US President Donald Trump and ongoing...
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...
Monday 3 November 2025
Samsung’s 2nm Tesla gamble: a long shot or a long-awaited comeback?
Samsung Electronics' foundry division appears poised for a long-anticipated recovery after winning consecutive chip orders from Tesla. Following reports that Samsung would handle...
Friday 31 October 2025
STM cuts 2025 capex on sluggish demand recovery for automotive and industrial chips
STMicroelectronics (STM) has projected fourth-quarter 2025 revenue below market expectations and trimmed its capital expenditure plan for the year, signaling a weaker-than-anticipated...
Friday 31 October 2025
Samsung Foundry rebounds on Tesla, Qualcomm orders
Samsung Electronics' foundry unit has recently secured major customer orders, signaling a recovery in progress. With clients like Tesla and Qualcomm joining, the company appears poised...
Thursday 30 October 2025
Samsung 3Q25 profit surges on AI chip demand, beats estimates
Samsung reported consolidated revenue of KRW86.1 trillion (US$59.8 billion) and operating profit of KRW12.2 trillion for the quarter ended September 30, 2025, beating both its own...
Thursday 30 October 2025
Texas Instruments sees 50% YoY data center growth amid signs of slower recovery
As US semiconductor companies race to expand domestic manufacturing capacity, Texas Instruments (TI) and Micron Technology are emerging as the most aggressive investors, committing...
Tuesday 28 October 2025
NXP revenue dips as chip cycle bottoms out; auto demand drives cautious rebound
NXP Semiconductors posted third-quarter revenue of US$3.17 billion, down 2.4% year-on-year but above the midpoint of its guidance, reflecting steady demand across key end markets...
Wednesday 22 October 2025
Texas Instruments trims production, tightens focus for a measured recovery
In the Texas Instruments third-quarter 2025 earnings call held on October 21, President and CEO Haviv Ilan addressed investor questions regarding booking patterns and demand consistency...
Wednesday 22 October 2025
Analysis: Samsung reclaims memory crown but what about its foundry?
Samsung Electronics is expected to deliver a surprising performance in the third quarter of 2025, successfully reclaiming the top position in the global memory market, signaling a...