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Monday 25 November 2024
Nvidia's decline in gross margin amid Blackwell transition may not affect bigger picture
Nvidia reported a net profit of US$19.3 billion for the third quarter of the fiscal year 2025, marking a remarkable year-over-year increase of 109%. However, the gross margin of 74.6%...
Friday 22 November 2024
Server ODMs face margin pressure despite new AI shipments
While Nvidia's latest financial report garnered attention for its strong earnings, the focal point was its declining gross margin. This trend extends to ODM firms, with both Foxconn...
Thursday 21 November 2024
Nvidia announces acceleration in Blackwell shipments amidst rising production and export curbs against China
Following its latest financial results on November 20, Nvidia announced that Blackwell shipments are set to accelerate as suppliers scale up production, boosting its gross margin...
Wednesday 20 November 2024
Xiaomi's EV push shines while challenges emerge
Xiaomi CEO Jun Lei recently announced the company's strongest-ever quarterly performance, a remarkable achievement given China's current economic climate. However, challenges are...
Wednesday 20 November 2024
Taiwan chip gear makers cash in on TSMC 2Q24, 3Q24 orders
Taiwanese semiconductor equipment manufacturers working with TSMC are benefiting significantly from its orders, with eight of them reporting gross margins of 40-60% in the second...
Monday 18 November 2024
Applied Materials projects Chinese sales to stabilize following capex expansion
Applied Materials, a major supplier of chipmaking equipment, has reported weaker-than-expected sales forecasts for the upcoming quarter, indicating that semiconductor companies not...
Thursday 14 November 2024
Wiwynn hits record-high profits in 3Q; expands capacity to meet demand
Wiwynn has reported record-breaking revenue and profit for the third quarter of 2024 and is expanding production capacity to keep up with future growth. The company announced it would...
Tuesday 12 November 2024
Fitipower eyes 2025 growth with ESL, mobile DDIs amid nine-quarter revenue high
Taiwan-based display driver IC (DDI) manufacturer Fitipower Integrated Technology reported that its revenue for the third quarter reached nearly a nine-quarter high. The growth of...
Tuesday 12 November 2024
Syncmold expands investments in Thailand
Taiwan-based plastic molding and design provider Syncmold Enterprise approved a US$15 million increase in investment at its Thailand facility on November 8, bringing the total investment...
Monday 11 November 2024
Himax results exceed expectations, driven by automotive IC revenue and Chinese orders
Himax Technologies exceeded third-quarter 2024 expectations, fueled by strong automotive IC revenue from Chinese orders. Despite a revenue decline and lower gross margin, the company...
Friday 8 November 2024
Chicony Electronics eyes 2025 notebook replacement boom, post-election overseas adjustments
Benefiting from the continuous increase in market penetration of LED backlit keyboard modules, electronic components manufacturer Chicony Electronics reported continued revenue growth...
Friday 8 November 2024
Orders from key clients boost TSMC's October revenue to over NT$300 billion
TSMC saw its monthly revenue top NT$300 billion (approx. US$9.4 billion) for the first time in October 2024, driven by a rise in significant orders from important clients such as...
Friday 8 November 2024
Flexium unlikely to see transformation yield fruit until 2H25
Flexible printed circuit board (PCB) specialist Flexium Interconnect has seen revenue, gross margin, and profit plummet in the third quarter of 2024, as the company undergoes a distressing...
Friday 8 November 2024
SMIC reports record revenue, but faces competition with limited gross margin
SMIC, China's largest pure-play semiconductor foundry, recorded US$2 billion in revenue in a single quarter, with its utilization rate surpassing 90%. However, its relatively limited...
Thursday 7 November 2024
Novatek expects weaker 4Q24, looks to AI-driven edge demand for 2025 growth
Novatek posted strong revenue growth in the third quarter of 2024, fueled by high inventory demand for mobile OLED DDIs. However, gross margin slipped from the previous quarter, mainly...