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Friday 31 October 2025
Skyworks–Qorvo merger creates RF chip powerhouse, pressuring Asian rivals
US RF chipmaker Skyworks Solutions plans to acquire its domestic rival Qorvo in a cash-and-stock deal worth US$22 billion, forming one of the largest mergers in the RF semiconductor...
Friday 31 October 2025
TSMC's profit engines: Nvidia and Apple orders exceed 40% of revenue
TSMC has secured a record-breaking performance for 2025, with profits reaching NT$1.21 trillion (approx. US$39.4 billion) in the first three quarters, already surpassing full-year...
Friday 31 October 2025
Apple posts record iPhone revenue despite supply constraints
Apple reported record iPhone revenue in its fiscal fourth quarter of 2024, achieving strong growth across iPhone, Mac, and Services segments despite ongoing supply shortages and rising...
Friday 31 October 2025
Apple commits US$600B to US manufacturing and AI as Tim Cook maps long-term strategy
Apple CEO Tim Cook reiterated that the company's US$600 billion US investment plan over the next four years. The investment, which will focus on advanced manufacturing, silicon engineering,...
Friday 31 October 2025
Tim Cook sees China growth returning on strong iPhone 17 momentum
Apple remains confident about its growth prospects in China even as tariff-related costs continue to rise. CEO Tim Cook described the Chinese market as "incredibly vibrant and dynamic,"...
Friday 31 October 2025
Apple eyes record holiday quarter as iPhone and services momentum build
Apple reported record fiscal fourth-quarter results, with revenue rising nearly 8% year over year to US$102.47 billion, driven by double-digit growth in services and solid demand...
Friday 31 October 2025
Skyworks-Qorvo merger boosts Taiwan GaAs foundry demand
US radio frequency and power amplifier manufacturer Skyworks Solutions announced it will merge with Qorvo. The combined company is estimated to be valued at US$22 billion, with plans...
Wednesday 29 October 2025
Apple's foldable shadow looms over the market Samsung built
The foldable phone market is finally hitting its stride. After years of false starts and skeptical consumers, the segment is experiencing genuine momentum. Counterpoint Research projects...
Wednesday 29 October 2025
Apple and Tesla orders fuel Samsung's recovery
Apple's mobile DRAM orders are expected to increase significantly in 2026, and the South Korean industry predicts that Samsung Electronics will be the largest beneficiary. News...
Tuesday 28 October 2025
Apple's 2026 foldable debut set to reshape US-China market dynamics
Samsung Electronics currently leads the foldable phone market and holds the largest share of foldable phone sales in the US, alongside Motorola and Google. However, Apple is expected...
Tuesday 28 October 2025
OpenAI acquires Apple-veteran startup to build next-gen AI assistant for ChatGPT
OpenAI has acquired startup Software Applications to integrate its unreleased AI assistant, Sky, into ChatGPT. Sky is designed to understand screen content and assist users with writing,...
Tuesday 28 October 2025
Apple ships first AI servers from Houston to power US-made cloud and AI expansion
Apple has begun shipping its first batch of artificial intelligence (AI) servers from a new factory in Houston, Texas, marking a key milestone in its US$600 billion investment in...
Monday 27 October 2025
Foxconn’s FIT to ramp up AirPods manufacturing, doubling Hyderabad workforce
Amid growing speculation over Apple's deepening manufacturing push in India, Foxconn Interconnect Technology (FIT), a wholly owned subsidiary of the Taiwanese contract manufacturer,...
Monday 27 October 2025
Xiaomi 17 series challenges Apple’s dominance in China’s high-end market
Xiaomi partner and president Weibing Lu is spearheading the company's push into the premium smartphone segment, marking the Xiaomi 17 series in 2025 as a critical battle for the price...
Monday 27 October 2025
China's flock to Vietnam swamps established South Korean companies
Vietnam has grown significantly into a hotspot for companies from South Korea, China, Singapore, and Taiwan to set up factories. The escalation of US-China trade tensions has caused...