- SemiconductorJobs.com Newsletter
- Posts
- Earnings, Delays, Policy Shifts
Earnings, Delays, Policy Shifts
Samsung, Super Micro, and others face shifting demand and stalled plans.
📊 Financial and Leadership Updates
Samsung Electronics reported Q1 2025 revenue of 79.14 trillion won (~$55.34 billion), marking an all-time quarterly high. Operating profit increased to 6.7 trillion won, driven by strong sales of flagship Galaxy S25 smartphones, despite challenges in the semiconductor division.
Samsung Newsroom
MediaTek refrained from providing a full-year earnings outlook due to uncertainties surrounding U.S. tariffs. However, the company remains optimistic, citing strong demand in the AI sector.
The Economic Times
Super Micro Computer shares fell 15% after the company lowered its revenue forecast, attributing the decline to delayed customer platform decisions and higher inventory reserves on older-generation products.
MarketWatch
🏭 Industry Developments
Adani Group has paused discussions on its $10 billion semiconductor project with Israel's Tower Semiconductor, citing strategic and commercial concerns, including uncertainty over domestic demand and financial contributions.
Business Standard
ASE Technology Holding Co. is evaluating how it will support Nvidia's ambitious $500 billion plan to build AI servers in the U.S., focusing on economic viability and potential expansion of existing services.
The Economic Times
SemiDrive, a Chinese automotive chipmaker, signed a strategic cooperation agreement with Japan's Shinko Shoji to expand its presence in the Japanese auto chip market.
Gasgoo
🌐 Global Policy and Market Trends
European Union auditors have criticized the EU's microchip strategy, stating it is "deeply disconnected from reality." The report highlights fragmented investments and insufficient financial coordination as barriers to achieving the EU's goal of producing 20% of the world's microchips by 2030.
The Guardian
Business Council of New York State has urged Congress to defend the CHIPS and Science Act from potential repeal or weakening. The Act has already spurred over $120 billion in private investment and significant job growth in upstate New York.
Times Union
Reply