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NEWS TAGGED FORECAST
Tuesday 24 September 2024
AI boom overshadowed by weak consumer IT demand for Samsung and SK Hynix
South Korean semiconductor giants Samsung Electronics and SK Hynix are facing a more cautious outlook for the third quarter of 2024 as demand for AI server chips surges. Recent downgrades...
Tuesday 10 September 2024
Global smartphones, 2Q 2024

Introduction

Tuesday 10 September 2024
TSMC on track for 3Q24 sales forecast
TSMC reported that August revenue decreased by 2.4% sequentially, but increased by 33% year-on-year. This would allow the pure-play foundry to meet its sales forecast for the third...
Thursday 15 August 2024
TSMC CoWoS production capacity to grow over 50% CAGR through 2028
TSMC's production capacity for CoWoS packaging is forecast to grow at a CAGR of more than 50% from 2023 to 2028, according to DIGITIMES Research.
Wednesday 14 August 2024
Automotive chips experience demand slump
The automotive chip market has been in the doldrums of late, with major European and American IDMs and Taiwanese IC design firms alike anticipating a gloomy forecast for the third...
Wednesday 14 August 2024
EV market outlook optimistic despite short-term fluctuations
The slowdown in the global EV market has affected many companies that have previously benefitted from EV trends. As an example, during its recent earnings call, Delta Electronics...
Monday 5 August 2024
Eyeing surging demand for AI accelerator testing, Advantest revises upward financial guidance
Advantest has significantly raised its profit forecast for the current fiscal year.
Friday 2 August 2024
AMD boosts AI data center GPU revenue forecast to US$4.5 billion amid surging demand
AMD has further raised its full-year revenue forecast for AI data center GPUs to US$4.5 billion, underscoring the surging demand for computing power driven by generative AI. The chipmaker...
Wednesday 31 July 2024
PC replacement demand is unlikely until 2025, says Realtek
In its market forecast for the third quarter of 2024, Realtek anticipates significant contributions from the network communications and automotive sectors in the second half of the...
Thursday 18 July 2024
TSMC revises 2024 sales growth forecast to 24-26%
TSMC expects revenue in US dollars to increase between 24-26% this year, up from its earlier prediction of 21% to 26%.
Wednesday 10 July 2024
Semiconductor manufacturing equipment growth to set new high in 2025: SEMI
Global sales of total semiconductor manufacturing equipment by original equipment manufacturers are forecast to set a new industry record, reaching $109 billion in 2024, growing 3.4%...
Thursday 6 June 2024
WSTS raises global semiconductor market forecast for 2024 to 16% growth
The most recent forecast from World Semiconductor Trade Statistics (WSTS) indicates that the global semiconductor market is poised to enjoy robust growth in 2024 and 2025. WSTS also...
Tuesday 7 May 2024
Network equipment makers see brighter forecasts for 2H24 and 2025
Wireless broadband equipment makers anticipate better performance in the latter half of 2024, as customers gradually reduce excess inventory that has lingered into the early months...
Thursday 2 May 2024
AMD slides after AI chip forecast misses lofty estimates
Advanced Micro Devices Inc. shares declined as much as 8.1% after the chipmaker gave a disappointing forecast for artificial intelligence processors, a lucrative market now dominated...
Wednesday 3 April 2024
Overall mobile SoC shipment forecast unknown despite promising flagship device demand
The demand for SoCs in flagship smartphones appears robust, but the total shipment forecast for SoCs is uncertain, according to industry sources.
megawin
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