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NEWS TAGGED 2025
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
Yageo sees 12.9% profit rise in 3Q25 driven by AI demand
Taiwanese passive component leader Yageo reported significant revenue growth in the third quarter of 2025, fueled by strong demand for artificial intelligence (AI) and high-end application-related...
Friday 31 October 2025
AUO adopts conservative 4Q25 outlook but optimistic for 2026
AUO's profits turned to losses in the third quarter of 2025, but the company still maintained profitability for the first three quarters. The second half of the year is expected to...
Friday 31 October 2025
Global notebook shipment forecast, 2026 and beyond

Introduction

Friday 31 October 2025
China's CXMT cracks LPDDR5X speed barrier, posing a new test for Samsung and SK Hynix

Chinese memory maker ChangXin Memory Technologies (CXMT) has started mass production of LPDDR5X DRAM, marking a milestone in China's...

Friday 31 October 2025
AMD ties pay off: Tongfu Microelectronics reaps AI-driven profit surge
Tongfu Microelectronics, a leading Chinese semiconductor packaging and testing firm, posted record revenue and profit in the third quarter of 2025. Revenue for the first three quarters...
Friday 31 October 2025
ASE's advanced packaging and testing revenue to rise by US$1 billion in 2026
Leading semiconductor packaging and testing company ASE expects that fourth quarter revenue in NTD will grow 1-2% quarter-over-quarter, while semiconductor assembly and test materials...
Friday 31 October 2025
STM cuts 2025 capex on sluggish demand recovery for automotive and industrial chips
STMicroelectronics (STM) has projected fourth-quarter 2025 revenue below market expectations and trimmed its capital expenditure plan for the year, signaling a weaker-than-anticipated...
Friday 31 October 2025
Samsung's 3Q25 home appliance and TV units show weakness, eyes AI formula from mobile success
Samsung Electronics posted strong overall results for the third quarter of 2025, driven primarily by its semiconductor and mobile businesses. However, the home appliance and TV divisions...
Friday 31 October 2025
Samsung mobile business sees nearly 30% profit rise in 3Q25, boosted by foldable sales
Samsung Electronics saw strong results from its mobile division for the third quarter of 2025, driven by robust sales of its new foldable models, the Galaxy Z Fold7 and Flip7. The...
Friday 31 October 2025
ASE posts 11-quarter profit high on advanced packaging, stable FX in 3Q25
ASE, a leader in semiconductor assembly and testing, reported stronger-than-expected overall operations in the third quarter of 2025, driven by growth in advanced packaging fueled...
Friday 31 October 2025
TSMC's profit engines: Nvidia and Apple orders exceed 40% of revenue
TSMC has secured a record-breaking performance for 2025, with profits reaching NT$1.21 trillion (approx. US$39.4 billion) in the first three quarters, already surpassing full-year...
Friday 31 October 2025
MCU maker Holtek rebounds strongly, riding security and health momentum into 2026
Taiwan's microcontroller unit (MCU) designer Holtek Semiconductor posted consolidated revenue of NT$754 million (US$24.53 million) for the third quarter of 2025, up 10% from a year...
Friday 31 October 2025
SK Hynix dominates DRAM market in 3Q25 for third consecutive quarter
SK Hynix has taken the top spot of the global DRAM market for the third quarter of 2025 with a 35% market share, with Samsung just behind at 34%. This marks SK Hynix's third consecutive...
Friday 31 October 2025
Trump-Xi Busan deal pauses G2 trade war, but doubts linger
In April 2025, US President Donald Trump escalated the trade conflict with China by threatening tariffs as high as 145%, prompting a fierce response from Beijing, vowing to fight...