3Q25 outlook

With the third quarter of 2025 on the horizon, most of the tech sector holds a somewhat cautious outlook.

This is likely due to the uncertainty caused by the US's ever-changing tariff policies, its ongoing trade conflict with China, and a rather volatile geopolitical landscape right now.

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IN THE NEWS

Tuesday 1 July 2025

US semiconductor tariff decision expected by 3Q25, says SAS

Doris Hsu, chairperson of Sino-American Silicon Products Group (SAS), indicated that the US government is likely to take about 90 days to reach a decision regarding semiconductor...

Tuesday 1 July 2025

Wolfspeed moves forward with capital restructuring plan

Wolfspeed, a global leader in silicon carbide technologies, announced on June 30, 2025, that it has made continued progress in executing its previously announced Restructuring Support...

Monday 30 June 2025

Hu Lane anticipates recovery in 2H25 amid profit challenges from currency swings

Automotive connector manufacturer Hu Lane faced significant profitability challenges in the second quarter of 2025 due to the traditional industry off-season and severe exchange rate...

Monday 30 June 2025

AI server demand surges as Nvidia GPUs, AWS ASICs drive Q3 growth

Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second...

Monday 30 June 2025

Optical makers eye busy third quarter with cautious optimism

The optical industry is entering its traditionally busy third quarter with generally positive shipment forecasts as major manufacturers unveil their operational outlooks following...

Monday 30 June 2025

DDR4 memory shortage pushes prices up as industry moves faster to DDR5

Despite ongoing geopolitical uncertainty and a seasonal slowdown after the second-quarter stockpiling, memory chip suppliers remain cautiously...

Saturday 28 June 2025

Panel makers brace for uncertain Q3 due to cooling demand and tariff risks

After an unexpectedly strong first quarter driven by front-loaded demand, the global LCD panel industry is now showing signs of cooling...

Saturday 28 June 2025

Taiwan's AIDC eyes Q3 launch for counter-drone system as civilian aircraft orders exceed US$1.72B

Taiwan's Aerospace Industrial Development Corporation (AIDC) announced that its anti-drone system is progressing as planned and may be launched by the third quarter of 2025. Additionally,...

Friday 27 June 2025

Q3 outlook: smartphone industry weighs tariff risks against product launch momentum

As the calendar turns to the third quarter of 2025, the global smartphone industry finds itself at a critical juncture, shaped by a complex mix of geopolitical tensions, tariff uncertainty,...

Wednesday 25 June 2025

Smartphone brands prepare Q3 launches after tepid 618 shopping festival performance

China's 618 Shopping Festival ended with smartphone sales showing continued growth, though at a more modest pace than previous years, as consumer demand weakened due to tariffs, inflation,...