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NEWS TAGGED FORECAST
Friday 17 January 2025
Japan chip tool makers turn cautious on China uncertainty
Japanese chip gear makers trimmed their revenue forecast for fiscal 2025, citing fears of a slowdown in spending in China as well as by makers of automotive and power chips.
Thursday 16 January 2025
Cambricon projects revenue growth of over 50% in 2024 with narrowing losses
Cambricon Technologies, a leading AI chipmaker in China, has announced its 2024 financial forecast, estimating annual revenue of CNY1.07 to CNY1.2 billion (approx. US$146 to US$164...
Thursday 16 January 2025
Japanese MLCC manufacturers forecast revenue growth on AI server demand
Japanese manufacturers of multilayer ceramic capacitors (MLCCs) are forecasting promising opportunities in the rapidly expanding AI sector, with surging server demand driving market...
Wednesday 15 January 2025
Yaskawa Electric revises profit forecast downward as semiconductor demand slips
Japanese robotics giant Yasukawa Electric has revised its fiscal year 2024 consolidated operating profit forecast, projecting a 12.4% year-on-year decline to JPY58 billion (approximately...
Tuesday 14 January 2025
Acer's Asia Pacific operations to grow against trend, says company exec
Uncertainties will cloud the forecast in the Asia Pacific region in 2025, according to Acer's president of Pan-Asia operations Andrew Hou. Even so, the company still expects high...
Thursday 2 January 2025
Kyushu boosts economic forecast from semiconductor investments
Kyushu has raised its assessment of the economic benefits stemming from semiconductor investments spearheaded by TSMC. This adjustment comes as Taiwanese semiconductor suppliers increasingly...
Friday 20 December 2024
Global smartphones, 3Q 2024

Introduction

Thursday 5 December 2024
Intel stands by forecast after CEO exit, vows to be thriftier
Intel, fresh off the abrupt departure of CEO Pat Gelsinger, stuck with its current financial forecast during a presentation Wednesday while also saying it would keep a tight rein...
Wednesday 4 December 2024
WSTS revises upward 2024 semiconductor growth forecast to 19%
The World Semiconductor Trade Statistics (WSTS) has issued an optimistic outlook for the semiconductor industry, revising its 2024 predictions upward. The forecast anticipates a robust...
Tuesday 3 December 2024
Nvidia and Tesla set to challenge IDMs' dominance in industrial robotics
Both Tesla CEO Elon Musk and Nvidia CEO Jensen Huang consider humanoid robots to be the ultimate chapter in AI development. According to a Goldman Sachs research forecast for the...
Thursday 28 November 2024
Quanta eyes bright future in edge AI with focus on personalized data training
Quanta Executive VP Alan Tsai projected that within the next one to two years, AI will become as seamlessly integrated into daily life as the internet, no longer perceived as a distinct...
Thursday 21 November 2024
Nvidia outpaces revenue estimates with strong data center growth amid mixed analyst reactions
Nvidia issued a revenue forecast that fell short of the most optimistic projections, hinting at potential limits to its rapid growth. Despite this tempered outlook, the company's...
Wednesday 13 November 2024
TEL benefits from AI demand; revenue share from China projected to decline
Investment demand for chips used in generative AI is benefiting several Japanese semiconductor equipment manufacturers, with Tokyo Electron (TEL) raising its full-year profit outlo...
Thursday 7 November 2024
ASML expects China revenue to drop to 20% in 2025
The Trump administration first imposed export restrictions on semiconductor equipment to China in 2019, targeting ASML's EUV lithography machines. The Biden administration has since...
Thursday 7 November 2024
Arm sees 2Q25 growth on smartphone recovery and AI momentum
Arm has reported better-than-expected revenue driven by strong licensing and royalty performance. The company saw a 40% year-over-year increase in smartphone royalty revenue, while...
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research