CONNECT WITH US
NEWS TAGGED INVENTORY
Friday 14 November 2025
ASUS AI servers near 20% of 3Q25 revenue
ASUS held its earnings call on November 11, 2025, reporting that in the third quarter of 2025, brand revenue reached NT$189.9 billion (US$6.1 billion), up 21% year-over-year, setting...
Friday 14 November 2025
ADATA sets new quarterly profit records amid strong memory market demand
ADATA Technology Co. (ADATA) has reported record-breaking financial results for the third quarter of 2025, marking a clean sweep of quarterly highs in operating gross profit, operating...
Thursday 13 November 2025
Infineon forecasts moderate growth for fiscal 2026 amid currency headwinds
Infineon Technologies expects moderate growth in fiscal 2026 as geopolitical uncertainties, tariff risks, and currency fluctuations weigh on near-term performance. CEO Jochen Hanebeck...
Thursday 13 November 2025
Gogoro 3Q25 gross margin improves with three new models to boost 2026
Gogoro's operational fundamentals have improved significantly, and its success was reflected in its financial results for the third quarter of 2025. By prioritizing its focus strategy,...
Wednesday 12 November 2025
Microchip forecasts fall short as tariffs hit 4Q25 US-China markets
Automotive microcontroller IDM vendors Texas Instruments (TI) and Microchip both fell short of market expectations for their fourth-quarter 2025 outlook. Although the financial results...
Tuesday 11 November 2025
Apogee reports third-quarter profit in 2025 as US broadband program gains momentum
Optical communication filter manufacturer Apogee announced a significant turnaround in its financial performance for the third quarter of 2025, reporting a net profit after tax attributable...
Tuesday 11 November 2025
Gemtek's 3Q25 gross margin rises despite revenue pressure from transformation
Networking firm Gemtek reported consolidated revenue of NT$3.557 billion (US$114.7 million) in the third quarter of 2025, with a gross margin of 16.3%, up from 13% in the same period...
Tuesday 11 November 2025
Taiwan DDI makers pivot to ASICs as seasonal demand patterns collapse
Taiwan's display driver IC (DDI) suppliers reported their latest earnings and outlooks, revealing significant market volatility. Early demand pull-ins have been triggered by China's...
Monday 10 November 2025
Taiwan notebooks, 3Q 2025

Introduction

Saturday 8 November 2025
VIS turns corner after price war, gears up for PMIC-driven growth in 2026
Vanguard International Semiconductor (VIS) anticipates a mild slowdown in the fourth quarter of 2025 as seasonal demand eases and supply chain partners carry out year-end inventory...
Thursday 6 November 2025
Winbond's DRAM bit supply to double as structural shortage extends through 2027
Continuous upgrades in memory technology have created a structural imbalance in supply and demand. Nevertheless, memory supplier Winbond Electronics delivered strong earnings in the...
Wednesday 5 November 2025
Automotive chip demand rebounds despite supply chain headwinds
Leading IDMs such as Texas Instruments (TI), NXP Semiconductors, and STMicroelectronics (STM) have reported recent quarterly results indicating a rebound in automotive semiconductor...
Wednesday 5 November 2025
Supermicro's cash flow turns negative as AI infrastructure push strains finances
Supermicro reported a challenging first quarter of fiscal 2026, with rising costs, higher working capital, and negative free cash flow reflecting the company's rapid expansion to...
Tuesday 4 November 2025
Onsemi maintains focus on 8-inch wafer ramp as non-core exits and seasonal trends shape outlook
Onsemi reported steady progress in its operational and manufacturing strategies during the third quarter of 2025, emphasizing controlled inventory buildup, ongoing consolidation of...
Monday 3 November 2025
Toyota, suppliers weather Nexperia chip export halt with minimal disruption
Major Japanese automakers and suppliers have reported limited disruptions from the recent halt in semiconductor exports by Nexperia, a key chipmaker, as industry players emphasize...