News tagged outlook at DIGITIMES

NEWS TAGGED OUTLOOK

Thursday 10 September 2026

TSMC August 2026 revenue jumps 53.3% as AI chip demand drives record growth

TSMC reported strong revenue growth in August, underscoring continued momentum in AI-related semiconductor demand. TSMC said consolidated...

Wednesday 9 September 2026

IQE returns to profit in 1H26, warns on China InP risk

IQE said first-half 2026 results came in better than expected on an AI data-center buildout boom, but the UK compound semiconductor epitaxy maker also warned that China's grip on indium...

Tuesday 8 September 2026

Sercomm revenue surges past 3Q25 on North America upgrades

Sercomm Corporation reported August revenue of NT$7.044 billion on the 7th, up 45% year-over-year, extending its run of monthly sales above NT$7 billion(US$222.1 million) to a third...

Tuesday 8 September 2026

Shield AI, AeroVironment deepen ties with Taiwan drone supply chain

US drone tech companies Shield AI and AeroVironment have strengthened ties with Taiwan's defense sector, and they have opened offices in Taiwan in recent years. At Semicon Taiwan 2026,...

Thursday 3 September 2026

Global smartphone outlook cut again as foldables shine

Global smartphone shipments are facing renewed downside pressure in 2026 as memory prices rise, handset makers pass on higher costs, and brands trim low-end models to protect margins...

Wednesday 2 September 2026

AI demand push expands wafer industry's growth outlook

AI is reshaping demand well beyond chips, and GlobalWafers chair Doris Hsu said this shift is lifting the strategic importance of silicon wafers across the semiconductor supply chain...

Tuesday 1 September 2026

SEMI lifts 2028 wafer fab equipment forecast to US$220 billion

SEMI has raised its forecast for global wafer fab equipment (WFE) sales in 2028 to US$220 billion, up from about US$200 billion projected in July, as stronger investment in advanced...

Friday 28 August 2026

Humanoid robot demand boosts planetary gear reducers

Apex Dynamics is optimistic about its business outlook for the second half of 2026, with planetary gear reducers emerging as a key growth driver. The company said its results for the...

Friday 28 August 2026

Nvidia's upbeat outlook points to tighter AI supply chains ahead

Nvidia's latest earnings and forecast suggest AI demand remains far ahead of available supply, with implications for memory, power, cooling, and networking worldwide. The chipmaker's...

Friday 28 August 2026

Marvell raises its outlook twice in two quarters as custom silicon, scale-up optics broaden

Marvell Technology used its second-quarter fiscal 2027 earnings call on August 27 to lift its revenue outlook for a second consecutive quarter, and the composition of the raise says...

Friday 28 August 2026

P-Duke Technology optimistic on 2H26 growth as demand surges across three niche markets

P-Duke Technology, a manufacturer of specialized niche power supplies, said during its earnings call on August 26 that it remains optimistic about its outlook for second-half and full-year...

Thursday 27 August 2026

Synopsys lifts 3QFY26 sales, raises full-year outlook

Synopsys, a leading electronic design automation (EDA) company, reported stronger-than-expected fiscal third-quarter results for the 2026 fiscal year (3QFY26) as the AI boom drove...

Monday 24 August 2026

Hotai and Nan Yang cut Taiwan auto market outlook as risks linger

Taiwan's new-car market is cooling, with Hotai Motor and Nan Yang Industrial both taking a cautious view of the second half of 2026. The companies cited geopolitical uncertainty, volatile...

Wednesday 19 August 2026

Merida sees full-year 2026 growth as Europe, China offset US weakness

Merida said its full-year 2026 business was still set to grow, supported by stable currency conditions, near-complete inventory reduction,...

Tuesday 18 August 2026

Asus lifts server outlook, Supermicro orders hit record highs as Nvidia gears up to beat guidance

Concerns over whether the AI surge is a bubble continue to linger. However, recent indicators—from Nvidia's latest capital initiatives...

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