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2025-07-17

[News] TSMC Reports Record Q2 Profit, EPS at NT$15.36 Despite Strong Taiwan Dollar

TSMC today announced consolidated revenue of NT$933.79 billion, net income of NT$398.27 billion, and diluted earnings per share of NT$15.36 (US$2.47 per ADR unit) for the second quarter ended June 30, 2025. Year-over-year, second quarter revenue increased 38.6%, while net income and diluted EPS b...

2025-07-17

[News] NAND Flash Price Hikes Reportedly Set for Q3, with Supply Shortage Likely Stretching Into 2026

As memory giants wind down DDR4 production, DRAM prices are climbing, and now NAND prices are set to follow suit. According to Commercial Times, industry sources predict NAND price hikes in Q3, with products under 512Gb seeing the largest increases. As per TrendForce, while suppliers shift focus ...

2025-07-17

[News] Trump Sets 19% Tariff on Indonesia, Giving Edge to Taiwan’s Foxconn, Pegatron

According to Economic Daily News, the U.S. has announced a significant reduction in tariffs on Indonesian goods, cutting the rate from 32% in early April to 19%—the lowest among all Asian countries at present. Taiwanese electronics manufacturers such as Foxconn and Pegatron, which have production ...

2025-07-17

[News] ASML Confirms First High-NA EUV EXE:5200 Shipment, Reportedly Prepping for Intel’s 14A in 2027

Despite warning that geopolitical risks could stall revenue growth in 2026, ASML still expects strong demand for both EUV and DUV tools this year. In its latest earnings call, the Dutch chipmaking equipment giant announced it has shipped the first EXE:5200 — a next-gen High-NA EUV system geared fo...

2025-07-17

[News] Korea-Based PNT to Make Inroads in Chip Glass Substrate Field

South Korean battery equipment manufacturer PNT has announced its revenue target for 2026, aiming to reach KRW 1.5 trillion, a 50% increase from KRW 1 trillion in 2024. PNT CEO JoonSup Kim stated that this goal will be driven by the company’s expansion into new business areas, such as semicondu...

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