Raydium Semiconductor Corporation reported consolidated revenue of NT$5.83 billion (approx. US$191.7 million) for the first quarter of 2025, up 2.4% from the previous quarter but down 3.5% year-over-year. Gross margin slipped slightly to 29.5%, edging down 0.1pp both sequentially and annually. Operating profit rose 23.2% quarter-over-quarter to NT$460 million, though it marked an 18.0% decline compared to a year earlier.

WT Microelectronics, a Taiwan-based IC distributor, reports that the impact of US tariffs on its operations remains minimal, as most components are exempt from such duties. WT Microelectronics chairman Eric Cheng notes that while certain sectors like smartphones, PCs, and servers have experienced accelerated inventory replenishment due to tariffs, the overall semiconductor industry is unmistakably emerging from its trough in the second quarter of 2025.

TSMC, Intel, Samsung Electronics, and Advanced Micro Devices (AMD) are backing the modular semiconductor approach that breaks down system-on-chip (SoC) designs into smaller functional units as the US$107 billion to US$384 billion market takes shape.

WT Microelectronics chairman Eric Cheng said the semiconductor sector is entering a broad-based recovery, supported by cleared downstream inventory, steady AI-related demand, and continued growth in China's electric vehicle (EV) market. He noted that customer sentiment in the US and Europe is gradually improving.

Apple Inc.'s silicon design group is working on new chips that will serve as the brains for future devices, including its first smart glasses, more powerful Macs, and artificial intelligence (AI) servers.

Infineon Technologies AG announced its second quarter 2025 financial results on May 8. During the second quarter 2025 earnings call, CFO Sven Schneider addressed concerns about the revised segment result margin guidance, which shifted from a mid- to high-teen range to a mid-teen projection for the full fiscal year.

On May 8, Infineon Technologies announced its financial results for the second quarter of fiscal 2025, reporting revenue of EUR3.59 billion (approx. US$4.03 billion), a 1.1% decline year-over-year. Automotive revenue contributed EUR1.86 billion to the total. Total segment profit was EUR601 million, down 15% year-over-year, with a segment result margin of 16.7%, compared to 19.5% in the prior year. The automotive segment achieved a result margin of 20.7%.

A sharp rally in the New Taiwan dollar has rattled Taiwan's export-reliant industries, marking the currency's largest single-day gain against the US dollar since central bank data became available. The surge poses a significant threat to US dollar-denominated businesses such as WT Microelectronics and WPG Holdings.

Elan Microelectronics Corp., a leading provider of notebook touch controller ICs, shared its latest financial results and operational updates during an investor briefing, while previewing new products and technologies ahead of COMPUTEX 2025. These innovations span its core touch panel solutions and a range of emerging applications.

Arm Holdings delivered an exceptional performance in its fiscal fourth quarter of 2025 earnings call on May 7, showcasing remarkable royalty revenue growth and strategic advancements across diverse sectors. CFO Jason Child and CEO Rene Haas provided comprehensive insights into the company's financial strength, diversification efforts, and forward-looking strategies. The call addressed investor concerns about tariffs, macroeconomic uncertainties, and evolving partnerships, reinforcing Arm's position as a leader in the semiconductor industry.

The Trump administration plans to rescind Biden-era AI chip curbs as part of a broader effort to revise semiconductor trade restrictions that have drawn strong opposition from major tech companies and foreign governments, according to people familiar with the matter.

Arm Holdings posted strong fiscal fourth-quarter results, but its cautious first-quarter guidance—calling for lower-than-expected revenue and earnings—disappointed investors. Weaker licensing activity, mounting expenses, and uncertainty in smartphone and broader markets have cast doubt on near-term growth despite continued momentum in AI server and data center deployments.

According to Reuters and , On May 6, 2025, Marvell Technology announced the postponement of its planned Investor Day to calendar year 2026, citing the uncertain economic environment. The postponement reflects the company's cautious approach amid current market uncertainties.

On May 6, Advanced Micro Devices (AMD) reported robust first-quarter results for 2025 despite looming challenges from new US export controls on shipments to China and evolving AI diffusion regulations. CEO Lisa Su emphasized the company's resilience in navigating tariff uncertainties and regulatory constraints, particularly impacting its data center GPU business. With a focus on AI infrastructure growth and strategic partnerships, AMD remains optimistic about its market position and long-term opportunities in the US$500 billion AI accelerator market.

Advanced Micro Devices (AMD) announced its financial results for the first quarter, showcasing significant growth across key metrics, driven by robust demand in its data center and client segments. The company also provided its revenue forecast for the second quarter, projecting continued growth but with some challenges in gross margins.

Founded in 2012, Russian CPU developer Baikal Electronics has shipped 85,000 processors as of the end of 2024, defying international sanctions and growing technological isolation sparked by the Russia–Ukraine war. The majority of shipments were low-power Baikal-T chips, designed for embedded systems and telecom infrastructure, underscoring the company's emphasis on domestic, utilitarian computing needs.

Xiaomi is reportedly planning to debut its first in-house smartphone System on Chip (SoC) by late May, with sources indicating the company will restructure its chip division to reduce exposure to potential US government scrutiny.

Tata Electronics is negotiating to onboard Dutch semiconductor firm NXP Semiconductors as a customer for its upcoming fabrication plant in Gujarat and Outsourced Semiconductor Assembly and Test (OSAT) facility in Assam, according to sources cited by The Economic Times.

On May 5, On Semiconductor (Onsemi) reported a 22% revenue drop to US$1.45 billion in the first quarter of 2025, with margins squeezed by lower utilization and pricing pressures. The company is streamlining its portfolio, exiting non-core businesses, and boosting silicon carbide (SiC) wins in China's EV market to navigate the downturn.

Following SK Hynix's exit from the CMOS image sensor (CIS) market, Chinese vendors are aggressively scaling shipments, gaining market share, and climbing the value chain by deepening ties with domestic smartphone brands. Armed with robust domestic foundry capacity across 40nm to 28/22nm nodes, these suppliers are now pushing into high-end CIS segments with ample supply and rising demand.

According to Counterpoint, India's smartphone market experienced a 7% year-over-year shipment decline in the first quarter of 2025, impacted by high inventory levels and fewer product launches. MediaTek led the chipset market with a 45% share, while Apple gained momentum in the premium segment, reflecting stronger demand for high-end devices despite cautious consumer sentiment.

As US-China tech tensions escalate, Washington's tightened export controls—particularly targeting Nvidia's H20 chips designed for the Chinese market—are deepening compute shortages for cloud services and AI model training. In response, Beijing is ramping up its "Xinchuang" initiative to foster domestic innovation, accelerating the adoption of homegrown GPUs and AI processors.

After delays, Samsung Electronics dropped its in-house Exynos 2500 from the Galaxy S25 lineup, opting instead to power the entire series with Qualcomm's Snapdragon chips, securing Qualcomm a full design win. Though Samsung still hopes to resurrect its Exynos line, Qualcomm's S25 win has yet to lift its broader financial performance significantly.

These are the top-read DIGITIMES Asia stories from the week of April 28 – May 4. From China's EUV light source milestone and Intel's turnaround push to Nvidia's evolving China strategy and TSMC's AI chip roadmap, the semiconductor sector saw a week of pivotal shifts.