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 5 May 2026

MediaTek ASIC surge puts 60% revenue share within reach

MediaTek raised its outlook for its application-specific integrated circuit (ASIC) business during its first-quarter 2026 earnings call, signaling stronger growth prospects and sending...

Tuesday 5 May 2026

SK Hynix disputes report on M15X memory investment shift

SK Hynix disputed reports that it is considering shifting DRAM investment at its new M15X memory production base in Cheongju, South Korea,...

Monday 4 May 2026

Commentary: Intel names TSMC as key partner; insider drives its comeback

One year into his tenure, Intel CEO Lip-Bu Tan struck a markedly different tone on the company's outlook. At the first-quarter 2026 earnings...

Saturday 2 May 2026

MediaTek lifts 2026 ASIC target to $2 billion despite smartphone market deterioration

MediaTek held its earnings call on April 30, expressing a cautious outlook for the 2026 smartphone market. Despite this, growth in other applications is expected to effectively offset...

Friday 1 May 2026

OpenAI demand doubts cast shadow over AI server supply chain

OpenAI's aggressive push to secure AI computing capacity is facing growing scrutiny, with signs that its multibillion-dollar data center...

Friday 1 May 2026

Advantest beats on AI chip testing, cautious outlook dents shares

Japan's Advantest closed its fiscal year with strong results, highlighting how AI-driven chip demand is reshaping semiconductor testing...

Friday 1 May 2026

KLA 3Q26: AI chip demand drives process control, guidance fails to clear bar

KLA Corporation's fiscal 3Q26 results underscore a familiar pattern in the current semiconductor cycle: strong execution tied to AI infrastructure demand, but investor expectations...

Wednesday 29 April 2026

Seagate tops estimates, raises outlook on cloud, AI demand

Seagate Technology reported fiscal third-quarter results above market expectations and issued a stronger-than-anticipated outlook, driven by sustained demand from cloud customers and...

Wednesday 29 April 2026

AI token demand drives TSMC node expansion, buoying Taiwan's economy

A global surge in artificial intelligence computing is accelerating demand for advanced semiconductors and reinforcing Taiwan's near-term economic momentum, even as leading indicators...

Wednesday 29 April 2026

NXP signals structural growth as automotive and industrial drive momentum

NXP Semiconductors outlined a strengthening business outlook, with management pointing to clearer demand visibility and improving operational indicators across its end markets. CEO...

Wednesday 29 April 2026

NXP beats expectations and lifts outlook on improving chip demand

NXP Semiconductors reported first-quarter fiscal 2026 revenue of US$3.18 billion, rising 12.2% year on year but down 4.6% sequentially, according to company data. Gross profit increased...

Tuesday 28 April 2026

AI-driven demand and record backlog fuel Cadence's strong start to 2026

Cadence Design Systems reported a solid first quarter for 2026, with growth driven by accelerating AI demand and sustained customer investment in chip and system design tools.

Tuesday 28 April 2026

AI lifts memory: SK Hynix hits 72% margin as Samsung nears 70%

SK Hynix reported record results for the first quarter of 2026, with operating margin reaching about 72% — among the highest globally — as artificial intelligence (AI)-driven...

Sunday 26 April 2026

ASML cuts management layers due to restructuring; TSMC stance affects High-NA outlook

ASML is moving to eliminate a wide range of management roles as part of a broader effort to simplify its organization and improve execution,...

Friday 24 April 2026

Intel keeps capex steady as it shifts spending toward capacity expansion

Intel is holding its 2026 capex broadly flat year over year, not because of reduced ambition, but because of a strategic reallocation of spending toward equipment that directly boosts...

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