CONNECT WITH US
NEWS TAGGED OUTLOOK
Thursday 7 November 2024
Arm sees 2Q25 growth on smartphone recovery and AI momentum
Arm has reported better-than-expected revenue driven by strong licensing and royalty performance. The company saw a 40% year-over-year increase in smartphone royalty revenue, while...
Wednesday 6 November 2024
Nuvoton enters off-peak season in 4Q24, expects continued demand in CSP customer projects through 2025
Leading microcontroller (MCU) manufacturer Nuvoton Technology's (Nuvoton) chairman Yuan-Mou Su, stated that the fourth quarter of 2024 marks the beginning of an off-peak season, leading...
Friday 1 November 2024
Apple reports results that meet expectations, but challenges in China loom
Apple's recent quarterly results met market expectations, though challenges in its China business and a significant profit decline signal potential headwinds ahead.
Thursday 31 October 2024
WinSemi sees support from satellite, Wi-Fi 7, optical communications despite weak China handset demand
GaAs foundry house Win Semiconductors (WinSemi) has offered a weak outlook for China's Android phone market in the fourth quarter of 2024, but expects significant results from satellite,...
Wednesday 30 October 2024
Coretronic lowers 4Q24 shipment outlook amid weak demand through 2025
Coretronic has lowered its 2024 full-year shipment forecast for two major product lines due to delayed mass production of monitor products and lower-than-expected demand from sports-related...
Wednesday 30 October 2024
CIS packaging firm Tong Hsing projects seasonal decline in 4Q24, cautious growth outlook for 2025
The semiconductor packaging specialist and Yaego Group affiliate Tong Hsing Electronics reported that seasonal patterns in 2024 have differed from previous years, with revenue remaining...
Wednesday 30 October 2024
AMD revises MI300 series sales upward to US$5 billion in 2024
During the latest earnings call, AMD once again raised its sales outlook for its AI accelerators, though the growth was not as high as investors had anticipated.
Wednesday 30 October 2024
AMD doubles data center sales, but outlook disappoints
AMD released its latest financial results for the third quarter of 2024. Its revenue rose 18% compared to the same period last year to US$6.82 billion, surpassing the consensus estimate...
Tuesday 29 October 2024
Onsemi reports steady 3Q24 results amid cooling markets, cautious for 2024 and 2025
On Semiconductor's (Onsemi) latest financial results met expectations despite challenging market conditions. The company also offered a cautious outlook for 2024 and 2025.
Monday 28 October 2024
Apple reportedly cuts iPhone orders; Android camp feels strain
Recently, reports have emerged indicating that Apple has significantly reduced its order momentum for iPhone particularly non-Pro series models, casting a shadow over the outlook...
Wednesday 23 October 2024
Material suppliers ride TSMC's 3Q24 momentum while cautious on non-AI sectors
TSMC's financial report for the third quarter of 2024 has not only delivered impressive results, but its AI prospects have instilled high confidence in the market, subsequently boosting...
Tuesday 22 October 2024
Bright future ahead: advanced packaging takes center stage as traditional OSAT providers pivots
AI-driven demand has propelled TSMC's revenue growth in the latter half of 2024. As advanced packaging margins approach those of chip manufacturing, traditional OSAT providers face...
Tuesday 22 October 2024
Synnex eyes AI-driven growth and global expansion, downplays effects of US election
As geopolitical tensions persist, Synnex Chairperson Evans Tu has brushed off concerns about potential industry disruptions, asserting that any market shifts will have minimal impact...
Friday 18 October 2024
ASML faces headwinds: Samsung's delays in wafer investment slashes EUV demand
ASML is under scrutiny amid a sharp drop in equipment orders and a gloomy sales outlook for 2025. The slump is tied to declining sales in China and setbacks faced by major client...
Friday 18 October 2024
ASML, TSMC earnings reveal 2025 chip demand likely to mirror 2024 patterns
ASML and TSMC recently released their latest financial results, revealing contrasting performances but converging on a shared outlook for the semiconductor sector. TSMC reported strong...
CPC
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