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Friday 1 August 2025
Delta Electronics bets on AI as sole growth driver in 2025, L2A data center cooling in short supply
At Delta Electronics' earnings call on July 31, Chairman Ping Cheng made a bold prediction: "Only AI will thrive in 2025." Cheng noted that the second half of the year is expected...
Friday 1 August 2025
Ericsson in talks to invest in Intel's standalone network business
The Swedish telecom equipment maker Ericsson AB is in talks to invest hundreds of millions of dollars in Intel's networking infrastructure business, according to people familiar with...
Friday 1 August 2025
AUO reorganizes top team; Paul Peng, Frank Ko to co-lead groupwide strategy

AU Optronics (AUO) posted second-quarter 2025 revenue of NT$69.24 billion (approx. US$2.31 billion), marking a 4.0% decline from...

Thursday 31 July 2025
Samsung chip operating profit plunges 90% amid memory inventory and low foundry utilization

Samsung Electronics announced its official financial results for the second...

Thursday 31 July 2025
Samsung sees memory rebound, eyes HBM3E growth and 3Q25 price surge
Samsung Electronics experienced a rebound in its memory business during the second quarter of 2025, driven by AI-led demand and rising legacy DRAM prices. The company expects further...
Thursday 31 July 2025
MediaTek's three strategic pillars to drive 2026 growth
At MediaTek's earnings call, aside from presenting their outlook for the third quarter, the Q&A session demonstrated that the market is most interested in the company's three...
Thursday 31 July 2025
Arm's China surge and steady royalties offset smartphone and export curbs slump
Arm Holdings saw steady royalty revenue growth in the first quarter of fiscal 2026 despite a slow smartphone market recovery. CFO Jason Child reported a 25% year-over-year increase...
Thursday 31 July 2025
Qualcomm sees handset rebound by year-end, signals strength in China amid Apple drag
Qualcomm anticipates renewed growth in its handset business in the fourth quarter of fiscal 2025, driven by strong Android momentum and new chip launches, even as revenue tied to...
Thursday 31 July 2025
Meta posts strong 2Q25 growth, but rising AI investments weigh on outlook
Meta delivered a solid second quarter with revenue and profit surging on strong advertising performance. However, rising AI infrastructure spending and a slower revenue growth outlook...
Thursday 31 July 2025
Qualcomm posts solid Q3, but Apple warning clouds outlook
On July 30, Qualcomm reported a 10% year-on-year increase in revenue for its fiscal third quarter, driven by strong growth in IoT and automotive segments. However, its mixed outlook...
Wednesday 30 July 2025
Yageo expects modest 3Q25 growth amid FX losses
Taiwanese passive component giant Yageo held its earnings call on July 29, 2025, revealing that its second-quarter revenue growth exceeded expectations. It benefited from strong end-market...
Wednesday 30 July 2025
Samsung-Tesla deal gives South Korea new leverage in US tariff negotiations
Samsung has secured a major deal with Tesla, creating new opportunities for its foundry business and providing leverage in South Korea-US tariff negotiations. The partnership extends...
Wednesday 30 July 2025
Tesla AI chip deal marks dawn of Samsung's foundry comeback
Samsung Electronics has landed a next-generation AI chip order from Tesla, a deal seen as a potential inflection point for its lagging foundry business. The deal involves Tesla's...
Wednesday 30 July 2025
SK Hynix rewards generous bonuses, silence from Samsung
Thanks to AI in generating robust revenues, SK Hynix has announced it would issue performance bonuses equivalent to 1.5 months' salary, but many employees are still pushing for more...
Tuesday 29 July 2025
Celestica surges in late trading as 2Q25 earnings top forecasts and guidance rises

Celestica, a key global provider of hardware design, manufacturing, and supply chain solutions, reported strong second-quarter results...