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Monday 21 April 2025
TSMC's confidence tested by supply chain concerns
The recent earnings call from TSMC conveyed an optimistic message. However, downstream brand manufacturers are adopting a more cautious stance regarding future market demand changes...
Friday 18 April 2025
7 key things TSMC CEO CC Wei revealed about AI, US expansion, and tariff risks
TSMC delivered a strong first-quarter 2025 earnings call, raising its full-year revenue forecast and reinforcing its position as a key player in the AI-driven chipmaking boom. The...
Friday 18 April 2025
TSMC to base 30% of future sub-2nm production in US, says chairman C.C. Wei

Speaking during TSMC's first-quarter 2025 earnings conference, Chairman and CEO C.C. Wei emphasized that the company's decision to expand...

Thursday 17 April 2025
ASML to pass tariff costs to US customers, gain three High NA EUV customers
After disclosing that it would discontinue quarterly order reporting starting in the second quarter of 2025, ASML executives highlighted in their latest earnings call that tariff...
Wednesday 16 April 2025
CATL posts 33% profit growth, downplays US tariff impact
CATL, China's dominant battery manufacturer, reported first quarter 2025 revenue of CNY84.7 billion (US$11.7 billion) with net profit reaching CNY14 billion, up 33% year-over-year...
Tuesday 15 April 2025
CATL reports 33% jump in net income even as battery prices fall
Chinese battery-making giant Contemporary Amperex Technology Co. Ltd. reported a 33% jump in first-quarter earnings, defying a slowdown in demand for electric vehicles and a drop...
Wednesday 9 April 2025
TSMC declines comment on Huawei chip allegations amid quiet period
Taiwan Semiconductor Manufacturing Company (TSMC) has declined to comment on foreign media reports alleging the company violated US export controls by supplying chips used in Huawei's...
Monday 31 March 2025
Yulon Motor president addresses tariffs, EV production, and financial outlook
Yulon Group commenced its earnings conference, with Yulon Motor leading the discussion on March 26. This marked president Kuo-Hsing Hsu's first earnings call since assuming the role...
Monday 31 March 2025
Oracle signs multibillion-dollar deal with AMD for GPU cluster amid AI chip competition
Oracle has contracted AMD to build an AI cluster with 30,000 AMD MI355X computing cards in a multibillion-dollar deal, according to Chairman Larry Ellison during the company's third-quarter...
Saturday 29 March 2025
No quick fix: Renesas tightens belt with layoffs, pay freeze
Renesas Electronics CEO Hidetoshi Shibata said on March 26 that layoffs and a pay freeze are necessary responses to the prolonged slump in the global semiconductor market. Speaking...
Friday 28 March 2025
SMIC profit slides 23% in 2024 despite record revenue surge
SMIC released its fourth-quarter and full-year 2024 financial results on March 27, reporting record revenue and wafer shipments. However, profitability declined amid persistent US...
Friday 28 March 2025
SenseTime cuts losses by one-third in 2024, generative AI now 64% of revenue
SenseTime reported its full-year 2024 earnings, revealing a significant narrowing of losses alongside a surge in generative AI (GenAI) revenue, underscoring the Chinese AI company's...
Thursday 27 March 2025
AI, smart devices lift Goertek to CNY100B revenue milestone in 2024
Goertek, a leading Chinese supplier of precision components and smart hardware, bucked the downturn in the global consumer electronics market with a strong 2024 earnings report. Annual...
Wednesday 26 March 2025
Foxconn eyes potential partnership with Mitsubishi Motors, expanding into ASEAN and Oceania markets
Foxconn Chairman Young Liu recently revealed in an earnings call that the company would soon announce a partnership with a Japanese automaker. Following this, rumors quickly emerged...
Wednesday 26 March 2025
Xiaomi sets sights on Europe with EV R&D hub, recruits BMW veterans
Xiaomi plans to set up a dedicated electric vehicle (EV) research and development center in Europe, marking a key milestone in its global expansion strategy. The announcement follows...