DIGITIMES Asia 2024 Outlook

A look at the major trends that could influence the tech sector in 2024.

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IN THE NEWS

Tuesday 9 September 2025

ASE COO outlines Taiwan's semiconductor outlook amid post-AI era challenges

As SEMICON Taiwan 2025 nears, ASE Technology's COO Tien Wu highlighted the semiconductor industry's decade-long outlook, stressing challenges in reshaping the value chain in the post-AI...

Friday 5 September 2025

Broadcom hits record quarter, secures reportedly US$10B AI chip deal for 2026

Broadcom posted record earnings for the third quarter of fiscal 2025, topping Wall Street forecasts on revenue and profit, and disclosed a custom AI chip order exceeding US$10 billion...

Friday 5 September 2025

Smartphone sector braces for uncertainty with US, China steering 2025 growth

Washington's reciprocal tariffs announced in April have disrupted global trade flows and economic momentum, putting the smartphone industry...

Friday 5 September 2025

Taiwan PCB makers brace for mixed 2H25 as tariffs cloud demand

As the second half of 2025 ushers in the peak season for consumer electronics, Taiwanese PCB suppliers are preparing for new product launches from key clients like Apple. Despite...

Thursday 4 September 2025

Tech Forum 2025: China's SiC surge leaves Wolfspeed struggling beyond bankruptcy

Wolfspeed's recovery from bankruptcy protection remains uncertain, with core problems expected to extend beyond its anticipated year-end exit. The US power semiconductor firm is struggling...

Tuesday 2 September 2025

Foxconn leads US$1 trillion sovereign AI boom

Global spending on sovereign AI infrastructure is surging, fueling record demand for Nvidia's rack-scale server systems. JPMorgan Chase, as cited by Wccftech, says Foxconn...

Tuesday 2 September 2025

South Korea's Nextin lands SK Hynix deal, plans expansion in Japan, US, and Europe

South Korea-based optical wafer inspection equipment manufacturer Nextin has made strides in the high-bandwidth memory (HBM) segment, gaining traction after launching its dedicated...

Monday 1 September 2025

Everlight Electronics reports slight 1H25 revenue decline amid cautious outlook

Everlight Electronics posted a 3.48% year-over-year decline in consolidated revenue for the first half of 2025, totaling NT$10.095 billion (US$330 million). The company's gross margin...

Monday 1 September 2025

South Korea's display industry rebounds to US$10 billion in 1Q25, mixed outlook for 2H25

The Korea Display Industry Association (KDIA) reported that the combined revenue of South Korean panel companies reached US$10 billion in the first quarter of 2025, marking a return...

Friday 29 August 2025

Commentary: Cambricon soars on Nvidia’s China absence, but bubble risks loom

Nvidia projected third-quarter fiscal 2026 revenue of about US$54 billion, beating market consensus but trailing the most optimistic forecasts of US$60 billion. Crucially, the outlook...

Friday 29 August 2025

Everlight Chemical banks on semiconductor materials

Everlight Chemical is maintaining a cautious outlook for the second half of 2025, with no expectations of recovering demand in the third quarter, but seeing a potential rebound in...

Tuesday 26 August 2025

Taiwan to keep advanced chip tech domestically, sounds alarm on U.S. tariff plans

Taiwan's Premier Cho Jung-tai says the government and industry are united in their commitment to keep the country's most advanced semiconductor...

Thursday 21 August 2025

Sunplus sees uneven recovery: auto orders rebound, consumer chips under strain

Sunplus Group warned that the consumer electronics slump and rising competition from Chinese chipmakers will cloud its outlook for the second half of 2025. The Taiwan-based IC design...

Thursday 21 August 2025

Taiwan polarizer makers stuck in bleak Q2, face with dim Q3 outlook

Taiwanese polarizer manufacturers are struggling due to overall capacity oversupply, a downturn in the panel market during the second quarter of 2025, exchange rate fluctuations,...

Monday 18 August 2025

LGD showcases new generation of in-car interactive displays

LG Display (LGD), optimistic about the automotive market outlook, showcased a fully autonomous driving concept car equipped with various innovative display solutions at K-Display...

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