戴尔2025第三财季净利润同比增长12% 营收低于市场预期
当地时间11月26日盘后，戴尔科技（NYSE：DELL）发布了截至11月1日的2025财年第三财季业绩报告，报告期间，公司营收达到243.66亿美元，同比增长10%，低于市场预期的246.7亿美元；净利润为11.27亿美元，同比增长12%；非GAAP每股摊薄收益为2.15美元，同比增长14%。
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Mitsubishi Electric invests in new power semiconductor back-end factory
Mitsubishi Electric is ramping up its power semiconductor production in Japan to meet the surging demand fueled by the EV revolution and global climate change initiatives.
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Hisense, TCL shake up 3Q24 premium TV market share rankings
Samsung Electronics maintained its leadership in the global premium TV market during the third quarter of 2024, despite a notable decline from the same period in 2023. Conversely, Chinese brands Hisense and TCL achieved remarkable growth, with their shipment volumes more than doubling year-over-year, underscoring their expanding influence.
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Kian Sheng leverages EV subsidies and tourism revival to boost Chinese operations
Kian Sheng, a subsidiary of the Yulon Group, plays a pivotal role in Taiwan’s electric bus supply chain. Despite challenges, the company’s operations in China achieved notable results in the first three quarters of 2024, fueled by battery box orders for new energy vehicle (NEV) models from Xiaomi and Hongqi, alongside a surge in bus chassis demand driven by tourism recovery.
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TSMC’s CoWoS far from secure: Etron CEO flags Intel EMIB’s rising threat
TSMC’s CoWoS technology continues to scale, driven by strong demand from major clients such as Nvidia. Production capacity is projected to reach 75,000 units by 2025, with the persistent supply-demand gap leading analysts to predict further price increases for CoWoS solutions next year.
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Clients first to be impacted by potential US tariff hike, says Foxconn chairman
Following President-Elect Donald Trump’s recent announcement of potential new tariff policies, Foxconn chairman Young Liu emphasized that Taiwan’s supply chain impacts can only be assessed once the policies are clearly outlined.
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China’s auto semiconductor growth driven by electrification and smart tech
Global IDM leader Onsemi announced a cautious outlook for the semiconductor market in its third-quarter 2024 financial report. CEO Hassane El-Khoury tempered expectations for 2025 but underscored promising growth in China’s new energy vehicle (NEV) and industrial energy storage markets, which remain resilient amid broader industry challenges.
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China’s 4S dealerships face mass closures amid price wars and EV surge
China’s 4S dealership model, once a cash cow in the early 2000s, is unraveling under mounting pressure. The sector, which peaked around 2017, has been hit hard by fierce price wars and a market pivot toward domestic new energy vehicles (NEVs). From 2020 to 2024, over 10,000 dealerships are expected to shut down, with losses accelerating annually, according to the China Automobile Dealers Association (CADA).
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Taiwan’s aerospace ambitions take flight amid global security concerns
Taiwan is making a determined push into aerospace as part of its “Five Trusted Industry Sectors” initiative, with the sector reaching NT$133.6 billion (US$4.2 billion) in output, returning to pre-pandemic levels. This industry, deemed critical for national defense and technological advancement, is experiencing a renaissance after the severe disruption of 2020-2022.