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Thursday 22 February 2024
Nvidia's FY2025 revenue likely to exceed US$100 billion as AI boosts growth
With the surge in demand for generative AI training over the past few quarters, Nvidia's performance has shown a significant leap, benefiting various supply chain players and emerging...
Friday 2 February 2024
GenAI boosts US tech giants' robust earnings amid market skepticism
Major American tech firms, including Microsoft and Alphabet, have recently unveiled their financial reports, with top executives acknowledging the positive impact of generative AI...
Friday 2 February 2024
Rohm scales back earnings forecasts as SiC business remains the only driver
The decline of demand for PCs and industrial machines is impacting Rohm Semiconductor. The Japan-based company has also seen its automotive business slow while SiC power semiconductor...
Wednesday 31 January 2024
AMD expects flat sequential growth in Data Center business, eyes on AI PCs
Despite growing revenue and a surge in operating income and profit, AMD gave a disappointing flat guidance for the current quarter. The company expects the emerging AI PCs to lead...
Friday 26 January 2024
Price war in Chinese car market impacts Nidec's earnings forecasts
The fierce price cuts persisting in China and other EV markets have burdened automotive suppliers. Japan-based Nidec, an electric motor drive technology provider, just scaled down...
Friday 26 January 2024
Tesla earnings report: 3 things to watch
Tesla's earnings call on January 24 garnered great attention amid the intense competition between Tesla and BYD in the electric vehicle (EV) sector.
Tuesday 14 November 2023
Foxconn 3Q23 earnings call: Sharp, audits in China, and new businesses
Foxconn is holding its third-quarter earnings call on November 14. The firm's revenue for the third quarter was NT$1.54 trillion (around US$47.74 billion), which is the second highest...
Monday 30 October 2023
Is Huawei stepping out of sanction shadow? Jan-Sept earnings and sales growth don't add up
Although Huawei's smartphone and car business success this year has been hailed as a turning point that left the impact of the US sanctions behind, Huawei's Q1-Q3 earnings numbers...
Friday 27 October 2023
Flexium expects sales to peak in 4Q23
Flexium Interconnect, a company specializing in flexible PCBs, expects its sales to peak for 2023 in the fourth quarter.
Wednesday 25 October 2023
AI to boost terminal device replacement
AI will drive demand for PC, handset, and other terminal device replacements, according to sources at chipmakers.
Friday 20 October 2023
World's biggest battery maker CATL earnings miss as EV sales dip
Contemporary Amperex Technology Co. Ltd., the world's biggest battery maker, posted third-quarter net income and revenue that missed estimates as a slight cooling of demand for electric...
Friday 20 October 2023
TSMC expects growth year in 2024
TSMC expects 2024 to be a "healthy" growth year for the pure-play foundry despite uncertain macro conditions, according to company CEO CC Wei during an earnings conference call on...
Monday 16 October 2023
TSMC expected to uphold performance guidance in upcoming earnings call, defying downward revision
TSMC's anticipated second-half performance during the peak season may not meet expectations. However, market sentiment is shifting towards an optimistic outlook for a rebound in 20...
Tuesday 12 September 2023
MediaTek sees August revenue hit 5-month high
MediaTek has reported August revenue climbed about 33% sequentially to a five-month high of NT$42.26 billion (US$1.32 billion).
Monday 4 September 2023
L40S GPU is key to Nvidia's optimistic earnings forecast
The US$16 billion sales target that Nvidia set for its present quarter (August-October), indicates a nearly 170% increase year-on-year. This is really unusual for Nvidia, which has...