Himax Advances Optical Chip Solutions for NVIDIA and TSMC; But Fog Lingers Over China Auto Recovery
Himax's automotive display IC market position remains extremely stromg; however cautious on China near-term; Successfully advancing in CPO and AR...
200 Views
SMIC (981.HK): 2Q25 Guidance Shows A -5% in Revenue. Could This Reflect the Impact of US Tariffs?
SMIC's 1Q25 results met expectations, with cautious 2Q25 guidance. Americas contribute 12.6% to revenue, while China and Eurasia dominate. SMIC...
256 Views
Novatek (3034.TT): US Tariffs Remain the Key Uncertainty.
2024 payout ratio 83.76%. 2Q25 Revenue guidance NT$26.5–27.7bn / US$828–866mn, Gross Margin 37–40%, OPM 18.5–21.5%. Sales and cost in USD, 1% TWD...
197 Views
AMD Q1 2025 Earnings Review. Firing On All Cylinders
Enterprise server momentum, both cloud and on premise, is a major tailwind for AMD in 2025, far more so than any traction from its Instinct...
214 Views
Taiwan Tech Weekly: TSMC's Next Gen Node Unprecedented Demand; QCOM/Mediatek Chips' Peformance Leaks
TSMC's 2nm node sees high demand, Qualcomm and Mediatek compete using TSMC's technology, Amazon and Google maintain or increase hyperscale capex.
201 Views