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NEWS TAGGED OUTLOOK
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...
Monday 3 March 2025
GTC event sets the stage for Nvidia's AI turnaround despite forecast fumbles
Nvidia's financial outlook disappoints, missing a forecasted triple-digit year-on-year growth for the current quarter. Industry sources expect that due to the ramp-up of GB200 and...
Thursday 27 February 2025
Dassault Systèmes CEO: European automakers struggle, US and Asia poised for growth
At Dassault Systèmes' SolidWorks and 3DEXPERIENCE World 2025 in Houston, CEO Pascal Daloz outlined his 2025 market outlook, predicting strong growth in the US and Asia despite...
Thursday 27 February 2025
Nissan lacks momentum for either mainstream or innovative cars
Nissan has been struggling with the bleak outlook that no one seems to be able or willing to come to its rescue, either from within or outside of the Japanese automaker.
Wednesday 26 February 2025
STMicroelectronics CEO faces replacement: What happened?
STMicroelectronics (STMicro), a Franco-Italian chipmaking joint venture, is navigating significant pressures due to a downturn in key markets and internal performance concerns.
Tuesday 18 February 2025
DeepSeek to boost growth in AI PCs and the panel industry in 2025
Currently, there are over 30 million active users of DeepSeek's large language model (LLM), making it the most popular LLM in China. This has sparked predictions that AI PCs will...
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...
Wednesday 12 February 2025
Notebook ODMs see promising outlook for 2025
The emergence of DeepSeek, combined with strong sales of Nvidia's RTX 50 series and Microsoft's decision to cease Windows 10 support are creating favorable conditions for the previously...
Tuesday 11 February 2025
AI servers drive Foxconn's January revenue up 3.16% YoY
Foxconn reported NT$538.666 billion (US$16.4 billion) in revenue for January 2025, marking a year-over-year increase of 3.16% despite the Lunar New Year holiday impact. The company...
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...
Tuesday 11 February 2025
Why TSMC elects to reveal its earthquake loss figures now
In recent months, as the US has tightened its AI restrictions and unleashed disruptive tariff measures, many believe that TSMC will be the first to bear the brunt. However, after...
Tuesday 11 February 2025
TEL expands production, forecasts AI-driven double-digit growth in semiconductor equipment by 2026
Tokyo Electron (TEL) has reaffirmed its positive annual outlook and announced plans to invest JPY104 billion (approx. US$685 million) in a new factory for circuit etching equipment...
Saturday 8 February 2025
MediaTek AI ASIC chip deployment to yield revenue by 2026, says company CEO
MediaTek is already engaged in developing AI ASIC chips and anticipates revenue from this segment to materialize in 2026, according to company CEO Rick Tsai.
Friday 7 February 2025
Amazon provides cautious outlook despite strong growth
In its latest earnings report, Amazon revealed that its cloud division delivered a robust performance over the past quarter, even amidst macroeconomic uncertainties. Despite this...
Friday 7 February 2025
Microchip reports falling sales amid slowing global economy; revises capex plans downward
On February 6, US-based MCU and analog chip developer Microchip Technology released a fourth-quarter net sales prediction that did not meet the average estimates from analysts.