Thanks to AI

Taiwanese chipmaker TSMC has laughed all the way to the bank this quarter, reporting revenue of T$933.8 billion or about €26.1 billion, which beat market expectations and its own guidance.

AI’s favourite chip etcher hit by delays, tariffs and shaky demand

ASML might hold a near-monopoly on the machines that make advanced chips, but even kings can wobble.

US chip curbs and HBM3E delays dent profit forecast

Samsung Electronics stunned markets by forecasting a 56 per cent plunge in second‑quarter operating profit to Won 4.6 trn (€3.3 bn, which is its weakest performance in six quarters.

Turns out that threatening customers for using software they paid for works

Broadcom’s decision to swallow VMware and then do its best to infuriate its suppliers and customers seems to have paid off with the outfit posting $15 billion in second quarter revenue, up 20 per cent from last year.

AI frenzy turbocharges profits

Nvidia has blown past expectations again, reporting a colossal $39.3 billion (€36.3 billion) in revenue for Q1 2025, a 12 per cent increase from the previous quarter and a 78 per cent leap from a year ago.

Economic nerves and tariffs leave server maker reeling

Super Micro Computer has taken a nasty smack, slashing its full-year revenue outlook after whiffing badly on recent earnings and blaming tariffs and economic jitters for customers backing away from orders.

AI buzz and solid networking sales boost forecast

Cisco Systems has posted better-than-expected profit and sales in its fiscal third quarter.

Son pulls a rabbit out of his telecom hat

Masayoshi Son’s SoftBank Group stunned the cocaine nose jobs of Wall Street by posting a €3.27 billion quarterly profit, fuelled by telecom holdings and a rare bout of investment luck.

Strong CPU and datacentre wins 

AMD has just posted the strongest first quarter in its history, pulling in $7.438 billion in revenue for Q1 2025. That’s a 36 per cent surge year-on-year, driven by robust sales of high-margin Ryzen client CPUs, booming datacentre demand for its EPYC server chips, and growing adoption of its Instinct MI300-series AI accelerators.

Stimulus and stockpiling drive gains, but hangover looms

China’s top foundry, SMIC has seen its quarterly net profit more than double to $188 million, thanks to a mix of Beijing’s largesse and geopolitical panic buying.