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NEWS TAGGED FORECAST
Thursday 10 April 2025
TSMC's March revenue jumps, but tariff risks cloud outlook
TSMC's March revenue surged, yet future forecasts face uncertainties. Potential US tariffs and a possible US$1 billion fine for export violations raise concerns despite strong AI...
Wednesday 9 April 2025
Trump's tariffs ignite widespread concern as TSMC lowers financial forecast
The reciprocal tariffs will take effect on April 9, 2025, with the Trump administration. Currently, there seems to be little chance for other countries to reverse this trend. Although...
Wednesday 9 April 2025
Micron lifts HBM market forecast as Nvidia B300 shipments loom
At its GTC event in March, Nvidia unveiled the B300 and GB300 AI accelerators, both scheduled for a mid-2025 release. The GB300, featuring significantly higher performance and power...
Saturday 29 March 2025
Global fab equipment spending to surge 18% in 2026, says SEMI
Global investment in front-end fab equipment is projected to increase by 2% year over year to US$110 billion in 2025, marking the sixth consecutive year of growth since 2020, according...
Friday 21 March 2025
Taiwan central bank lowers 2025 growth forecast to 3.05%
Taiwan's central bank has lowered the country's economic growth outlook for 2025 to 3.05%, with the persistently strong demand for AI and other emerging technology applications continuing...
Tuesday 4 March 2025
Tong Hsing upbeat about optical communications segment, but automotive market outlook remains uncertain
Tong Hsing Electronic, a semiconductor packaging service and substrate provider, has forecast a mid single-digit quarter-over-quarter decline in revenue for the first quarter of 2025...
Friday 28 February 2025
Chinese smartphone brands enjoyed growth in 4Q24 before a close to 10% decline in 1Q25, says DIGITIMES
With non-Chinese markets entering their traditional off-season and the Chinese market lacking a nationwide shopping promotion event, overall smartphone shipments by Chinese brands...
Monday 17 February 2025
Shibaura forms committee to evaluate Yageo's tender offer
Japan-based Shibaura Electronics, a global leader in negative temperature coefficient (NTC) thermistor manufacturing, has established a special committee to evaluate a tender offer...
Thursday 13 February 2025
Taiyo Yuden raises fiscal 2024 projections; cites improved outlook for components demand from data centers
Japanese electronic components supplier Taiyo Yuden has revised its financial forecast for fiscal 2024 (ending March 31, 2025), expecting year-over-year increases in revenue and operating...
Tuesday 11 February 2025
Onsemi eyes weak 1Q25 amid slow automotive market
Onsemi reported fourth-quarter revenue declined 15% year over year to US$1.72 billion, missing expectations. With lower margins and a weak first-quarter forecast, analysts express...
Monday 10 February 2025
Quake impact prompts TSMC to narrow 1Q25 sales guidance range
TSMC has revised its sales growth prediction for the first quarter of 2025, narrowing its guidance range due to manufacturing losses from a significant earthquake that struck southern...
Thursday 6 February 2025
Arm gives cautious outlook despite strong results
Arm gives cautious outlook despite strong results
Thursday 6 February 2025
SoftBank nears deal to acquire chip designer Ampere
SoftBank Group Corp. is in advanced talks to acquire Ampere Computing LLC, people familiar with the matter said.
Wednesday 5 February 2025
Infineon raises 1Q25 outlook despite tariff concerns, eye AI to navigate challenges
German semiconductor giant Infineon has reported better-than-expected performance after a prolonged industry downturn, demonstrating resilience by raising its full-year financial...
Wednesday 5 February 2025
Chipmakers brace for uncertainty as Trump's tariff threats loom over semiconductor recovery
In a semiconductor industry that's been struggling with an oversupply of chips and weak demand, Infineon Technologies AG navigated its way through the turbulence and offered some...