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NEWS TAGGED OUTLOOK
Tuesday 22 July 2025
Techman Robot eyes massive growth as Nvidia, TSMC, Tesla rally behind robotics boom
TSMC recently released its outlook during an investor conference, spotlighting artificial intelligence (AI) and robotics as key growth areas. TSMC chairman C.C. Wei highlighted the...
Tuesday 22 July 2025
NXP signals soft outlook; TI may strike similar tone as auto, industrial chip markets struggle
NXP Semiconductors posted a second-quarter revenue decline and cautious guidance for the third quarter, reinforcing concerns over lingering weakness in the automotive and industrial...
Friday 18 July 2025
TSMC raises 2025 revenue forecast on AI demand despite macro headwinds
TSMC lifted its full-year revenue outlook in dollar terms during an earnings call, citing robust demand for high-performance computing chips driven by artificial intelligence (AI)...
Friday 18 July 2025
TSMC raises revenue outlook as AI demand offsets consumer electronics weakness
TSMC lifted its full-year dollar revenue forecast and signaled stable second-half orders, providing relief to a supply chain grappling with tariff uncertainties and softening consumer...
Friday 18 July 2025
TSMC delivers impressive 2Q25 results despite exchange rate crisis
Taiwan Semiconductor Manufacturing Company (TSMC) announced its second-quarter 2025 results during an earnings call on July 17, posting a second-quarter consolidated revenue of NT$933.79...
Thursday 17 July 2025
H20 back online in China — IC design houses, cloud AI chipmakers breathe sigh of relief
The Trump administration's decision to allow Nvidia's H20 chips back into China has triggered a surge of urgent orders from major Chinese cloud providers, reviving not only Nvidia's...
Thursday 17 July 2025
ASML flags rising uncertainty in 2026 outlook amid tariff concerns
ASML executives warned of growing uncertainty in their 2026 outlook, citing escalating trade tensions and shifting customer sentiment. During the company's second-quarter 2025 earnings...
Wednesday 16 July 2025
ASML posts strong results, eyes growth amid China curbs and tariff concerns
ASML reported robust second-quarter earnings, with sales rising 23% year-over-year to EUR7.69 billion (US$8.94 billion), driven by upgrade demand and cost efficiencies. While tariff...
Saturday 12 July 2025
Chipmakers bet on premium smartphones to weather 2H25 headwinds
Despite a generally negative outlook for the second half of the year, Largan, a key market indicator, stressed during its earnings call that the demand momentum for new flagship smartphones...
Friday 11 July 2025
AI boom offsets EV slump as Disco raises quarterly forecast
Japanese semiconductor equipment maker Disco has revised its financial forecast for the second quarter of 2025, now expecting a consolidated profit of JPY23.7 billion (US$161 million),...
Friday 11 July 2025
Pegatron's June revenue decline tapers, but 2H25 outlook remains uncertain
Pegatron announced on July 10, 2025, that its June revenue reached NT$78.771 billion (US$2.7 billion), a monthly decline of 8.07% and an annual increase of 11.05%. While revenue was...
Wednesday 9 July 2025
Topco Scientific reports record 2Q25, 1H25 sales, driven by demand from advanced semiconductor processes
Topco Scientific has reported record sales for both the second quarter and first half of 2025, driven mainly by demand for semiconductor materials supporting advanced manufacturing...
Monday 30 June 2025
Auto parts maker Coplus warns of tough year-end US holiday season as order visibility shrinks
Taiwan-based Coplus Inc., a supplier of automotive lights and performance parts, has seen its order visibility drop from over three months to just one due to increasing customer caution...
Thursday 26 June 2025
Jensen Huang eyes physical AI as US manufacturing begins
At Nvidia's 2025 annual shareholder meeting, CEO Jensen Huang presented the company's strategic outlook for the coming decade, emphasizing the critical role of AI infrastructure,...
Thursday 26 June 2025
TSMC rides AI wave to record highs as global chip rivals feel the squeeze
In a sharply bifurcated foundry landscape, TSMC continues to assert dominance, driven by surging AI demand, even as macroeconomic headwinds—including stronger tariffs and a...