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NEWS TAGGED OUTLOOK
Monday 17 March 2025
Taiwan polarizer maker expects 'old-for-new' stimulus, IT refresh to boost 2025 demand
Cheng Mei Materials Technology (CMMT), a Taiwanese polarizing film maker, expects a mixed outlook for 2025 as shifting US tariffs prompt customers to front-load orders in late 2024...
Thursday 13 March 2025
Wiwynn's capex soars threefold amid record revenue, eyes Texas hub amid tariff shifts
Wiwynn, a leading server manufacturer, has expressed an optimistic outlook for its 2025 operations, a perspective bolstered by robust growth not only in AI servers but also in non-AI...
Tuesday 11 March 2025
Server ODMs to see growth momentum persist through 2H25
Taiwan-based server ODMs, having had strong sales in February, anticipate that this growth momentum will persist through the end of the second quarter and potentially into the latter...
Friday 7 March 2025
Sunon revises 1Q25 outlook to optimistic as AI server demand surges
Stronger-than-expected AI demand has prompted Sunonwealth Electric Machine Industry (Sunon) to upgrade its first-quarter 2025 outlook from cautious to optimistic. Initially forecasting...
Friday 7 March 2025
E Ink's optimistic 2025 outlook with strong growth in ESL, IoT, and color e-paper
E Ink CEO Johnson Lee acknowledged the seasonal slowdown in the first quarter, citing weaker demand for electronic paper products, particularly in consumer electronics and electronic...
Wednesday 5 March 2025
AI to drive double-digit growth for Delta Electronics in 2025
Delta Electronics anticipates that overall group revenue will be good in the first half of 2025, outperforming the same period in 2024, driven by continuous AI-related demand. The...
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...