➀ Intel reported Q1 revenue of $12.7 billion, flat y-o-y with a gross margin of 36.9% down 4.1 points y-o-y.

➁ The company expects Q2 revenue between $11.2-12.4 billion.

➂ CEO Lip-Bu Tan emphasized the need for better execution and operational efficiency to regain market share and drive sustainable growth.

➀ TSMC reported a 42% year-over-year increase in revenue to $25 billion and a 60% increase in profit to $11.1 billion for the first quarter.

➁ The company expects 20% growth this year and has set its 2025 capital expenditure at $38-42 billion.

➂ For the second quarter, TSMC forecasts revenue between $28.4 and $29.2 billion, up from $20.8 billion in the same quarter last year.

➀ TSMC reported a 41.6% year-on-year increase in Q1 revenues;

➁ March revenues were $8.7 billion, up 10% month-on-month and 46.5% year-on-year;

➂ Total Q1 revenues reached $25.5 billion.

➀ Marvell is selling its Automotive Ethernet division to Infineon for $2.5 billion.

➁ The division has a sales forecast of $225-$250 million this year with a 60% gross margin.

➂ The acquisition includes Marvell’s Brightlane Automotive Ethernet portfolio, which supports network data rates up to 10 Gbps.

➀ TSMC's revenue in February reached US$7.9 billion, marking an 11% decrease from January but a 43% increase year-over-year.

➁ UMC's February revenue was US$552 million, reflecting an unknown change from the previous month.

➂ The first two months of 2025 saw a 39% increase in revenue for TSMC compared to the same period in 2024.

➀ Advanced foundry process nodes saw a 10% q-o-q growth in Q4, driven by demand from AI servers, smartphone processors, and PCs, leading to $38.48 billion in revenues for the top ten foundries.

➁ TSMC led with $26.85 billion in revenue and a 67% market share, followed by Samsung Foundry with a 1.4% QoQ decline to $3.26 billion and 8.1% market share.

➂ SMIC's revenue increased 1.7% QoQ to $2.2 billion, securing 5.5% market share and third place.

➀ The Q4 DRAM market grew 9.9%, reaching over $28 billion;

➁ Seasonal Q1 weakness and weakening CSP demand are expected to lower prices in the current quarter;

➂ Samsung remained the top DRAM supplier with $11.25 billion in revenue, followed by Hynix and Micron.

➀ Nvidia reported a revenue of $39.3 billion for Q4 FY, up 12% q-o-q and 78% y-o-y;

➁ Revenue for FY 2025 reached $130.5 billion, marking a 114% y-o-y increase;

➂ The CEO, Jensen Huang, emphasized the growth of Blackwell AI supercomputers and the impact of AI on various industries.

➀ Faraday Technology reported full year 2024 results;

➁ Revenue reached NT$2,953 million (US$91.5 million);

➂ Gross margin was 42.8%;

➃ Net income attributed to stockholders of the parent was NT$236 million (US$7.3 million);

➄ Earnings per share of NT$0.91.

➀ A summary table of the full-year 2024 performance is provided, including revenue, year-over-year growth, and relevant notes for each company.

➁ TSMC, the world's leading foundry, has reported exceptional growth, though specific Q4 figures are not detailed.

➀ Analog Devices reported revenue of $1.7225 billion for the fourth quarter of 2024, a 14.6% decrease from the same period last year;

➁ The revenue decline can be attributed to sustained market downturn and decreased demand in major business segments;

➂ For the full year of 2024, Analog Devices' revenue decreased to $7.0823 billion, a 14.2% decrease from 2023;

➃ CEO Hassane El-Khoury stated that the company is well-prepared to 'cope with long-term fluctuations' and will streamline operations in 2025.

➀ Texas Instruments (TI) released its 2024 financial report, showing stable performance in a challenging economic environment;

➁ Revenue experienced a slight decline, but the company demonstrated strong cash generation and significant returns to shareholders;

➂ The report highlights the resilience of TI's business model and the effectiveness of its long-term strategy.

➀ Nissan and Honda have suspended their merger talks;

➁ The talks failed to agree on valuations and Honda's desire for Nissan to become a subsidiary;

➂ The MoU aimed to establish a joint holding company by August 26th, but has now been scrapped.

➀ Arm's fiscal third quarter revenue increased by 19% year-on-year to $983 million;

➁ The company forecasted its revenue for fiscal year 2024 to be between $3.94 billion and $4.04 billion;

➂ Revenue for the current quarter, fiscal fourth quarter, is expected to be between $1.18 billion and $1.28 billion.

➀ AMD in Q4 2024 posted impressive financial results, with its client and datacenter CPUs driving the growth.

➁ The company's datacenter business achieved a 69% YoY increase in net revenue, marking a milestone as it outsold Intel in the datacenter space for the first time.

➂ However, AMD's gaming business struggled with a significant decline in revenue and operating income, mainly due to lower sales of Radeon discrete GPUs and system-on-chips for game consoles.

➀ Infineon reported a strong first quarter fiscal year with revenue of €3.424 billion and a net profit of €573 million, with a margin of 16.7 percent.

➁ The company expects revenue of around €3.6 billion for the second quarter and a free cash flow of about €1.7 billion.

➂ CEO Jochen Hanebeck anticipates a demand-led market recovery throughout the year.