CONNECT WITH US
NEWS TAGGED EARNINGS
Monday 3 November 2025
Parade sees strong 3Q25 growth, braces for 4Q25 dip on tariffs
High-speed transmission IC designer Parade held its earnings call on October 29, 2025, reporting robust customer restocking in the third quarter of 2025. The company posted NT$4.366...
Friday 31 October 2025
Panasonic cuts fiscal 2025 profit forecast amid weak US EV battery market
Panasonic Holdings has revised down its operating profit forecast for fiscal year 2025 by 13.5%, primarily due to reduced profitability in its energy business segment that includes...
Friday 31 October 2025
Google, Meta, and Microsoft double down on AI infrastructure despite mixed earnings

Cloud service providers, including Google, Meta, and Microsoft, this week reported mixed quarterly earnings, yet one theme united all...

Friday 31 October 2025
Acoustoelectric maker Primax maps global expansion with AI sensor tech
Acoustoelectric component maker Primax Electronics has unveiled its operational strategy in the ongoing AI trend at its latest earnings call on October 28, 2025, with chairman Yung-chung...
Friday 31 October 2025
CWTC sees stable 4Q25 operations as IC and LED leadframe price hikes take effect
Chang Wah Technology Co., Ltd. (CWTC), a leading Taiwanese IC leadframe manufacturer, held its fourth-quarter 2025 earnings call on October 30, 2025, during which the company projected...
Friday 31 October 2025
LGD posts profit in 3Q25, eyes full-year turnaround
LG Display (LGD) has successfully reversed previous losses for the third quarter of 2025, posting an operating profit of KRW431 billion (US$308 million) in its latest financial report...
Friday 31 October 2025
Amazon’s US$125B AI supply chain: custom chips and terawatt ambitions
Amazon highlighted its growing investments in artificial intelligence (AI) and cloud infrastructure during its third-quarter 2025 earnings call, underscoring a significant acceleration...
Thursday 30 October 2025
Celestica delivers record third-quarter results on strong AI infrastructure demand, raises full-year outlook
Celestica reported strong financial results for the third quarter of 2025, driven by sustained demand from key hyperscale customers investing heavily in artificial intelligence data...
Thursday 30 October 2025
Flex posts record quarter as it pivots toward higher-margin, AI-focused business

Flex, a global manufacturing and supply-chain solutions company, reported record earnings for its fiscal second quarter, buoyed by...

Wednesday 29 October 2025
SK Hynix's AI hot streak: record earnings, HBM4 next
SK Hynix achieved its strongest quarterly results on record in the third quarter of 2025, driven by surging demand for AI-related memory and higher DRAM and NAND prices. The company...
Tuesday 28 October 2025
India shifts electronics focus from assembly to component manufacturing
India's electronics manufacturing industry is entering a new phase, moving beyond low-value assembly work toward domestic component production. Both government policies and corporate...
Tuesday 28 October 2025
Lip-Bu Tan steers Intel toward custom silicon with new engineering arm
At its third-quarter 2025 earnings call, Intel CEO Lip-Bu Tan detailed the company's roadmap and foundry strategy, emphasizing that the AI revolution is still in its infancy. He said...
Tuesday 28 October 2025
MediaTek’s Q4 outlook clouded by sluggish demand and soaring memory prices
MediaTek is scheduled to hold its earnings call on October 31, where it is expected to provide clearer guidance for its fourth quarter of 2025 and full-year outlook amid persistent...
Monday 27 October 2025
Intel warns of CPU shortages and price hikes as older nodes hit limits
Intel's CFO Dave Zinsner revealed at the third quarter 2025 earnings call that strong chip demand has led to supply constraints, driven by data center operators urgently upgrading...
Monday 27 October 2025
Panel industry earnings calls kick off, with LGD, AUO, Radiant, and BenQ Materials scheduled this week
The third-quarter earnings season for the industry has begun, led by Powertip Technology, followed by Coretronic. The main events are set for October 30, when major names including...