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Thursday 10 April 2025
Tariff tensions overshadow TSMC's robust 1Q25 performance
Taiwan Semiconductor Manufacturing Company (TSMC) reported better-than-expected revenue for March and the first quarter of 2025, easing earlier market concerns about earthquake disruptions...
Thursday 10 April 2025
TSMC's March revenue jumps, but tariff risks cloud outlook
TSMC's March revenue surged, yet future forecasts face uncertainties. Potential US tariffs and a possible US$1 billion fine for export violations raise concerns despite strong AI...
Thursday 10 April 2025
Dell's AI server sales outlook fails to ease profit worries
Dell Technologies Inc. gave a strong outlook for sales of servers optimized for artificial intelligence, though investors remained concerned about the profitability of these produc...
Thursday 10 April 2025
Luxury carmakers struggle to retain value in EV era as Porsche, Maserati falter
Some luxury car brands have found it difficult to adapt to vehicle electrification, such as Maserati and Porsche, both of which have seen sales dip.
Tuesday 8 April 2025
Tariff tsunami crashes into Taiwan's machine tool sector, smaller players face collapse amid bleak outlook
The ongoing US tariff offensive has dealt a heavy blow to Taiwan's already fragile machinery industry, with the machine tool sector in particular clouded by mounting concerns. Already...
Saturday 5 April 2025
Microsoft's AI outlook faces noise: An isolated case or a market reflection?
Microsoft has experienced significant momentum in the past two years due to GenAI, but recent signals indicate a shift towards cautiousness. Despite previously emphasizing urgent...
Wednesday 2 April 2025
Trump tariffs proliferate while EU carbon border tax faces delay
Global trade tensions are escalating as US President Donald Trump implements widespread tariffs in his second term, while the European Union's ambitious carbon border tax faces a...
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...
Friday 28 March 2025
Taiwan's economic outlook shows positive momentum in February 2025
On March 27, the National Development Council (NDC) of Taiwan released its economic outlook for February 2025, revealing a positive momentum in the country's economic activities,...
Friday 28 March 2025
Optical industry optimistic for 2Q25 despite ongoing challenges and evolving market trends
As the first quarter of the year comes to a close, the optical industry remains cautiously optimistic about the second quarter.
Thursday 27 March 2025
Trump tariff war disrupts Taiwan electronics and machinery industry
The US stock market has significantly declined due to the unpredictability of US President Donald Trump's policies, impacting Taiwan's capital markets as well. A survey conducted...
Wednesday 26 March 2025
IC distributors upbeat about 2025 prospects given end of inventory adjustments for industrial and automotive chips
IC distributors have expressed optimism regarding the semiconductor market outlook for 2025, generally believing that overall circumstances will exceed those of 2024. They anticipate...
Wednesday 26 March 2025
IC design firms navigate foggy 2Q25 landscape as US tariff looms
As 2025 unfolds, IC design and component companies have generally reported that the first quarter proved more resilient than expected, with many observing that the "off-season" was...
Wednesday 26 March 2025
New CEO's address at Intel Foundry event to draw attention
Notwithstanding external observers' concerns regarding its business outlook, Intel will proceed with its two annual conferences, Intel Vision 2025 and Intel Foundry Direct Connect,...
Tuesday 25 March 2025
Panel industry braces for potential 2Q25 slowdown
The panel industry is monitoring developments closely, as recent improvements in demand have raised concerns about a possible slowdown or even a reversal in market trends starting...