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

Wednesday 11 February 2026

Foxconn doubles down on AI servers for 2026, market share seen exceeding 40%

Foxconn held a two-day year-end outlook conference starting February 9 at its Huyue headquarters in Tucheng. The event brought together...

Tuesday 10 February 2026

Onsemi delivers solid fourth-quarter results as markets stabilize, outlook points to cautious recovery

Onsemi reported steady fourth-quarter results for 2025, supported by disciplined execution and record free cash flow generation, while management signaled improving stability across...

Friday 6 February 2026

Qualcomm, MediaTek strike cautious tone as smartphone market pressures mount

Qualcomm and MediaTek struck a similar cautionary tone on the smartphone market outlook during their latest earnings calls, pointing to mounting pressure from memory shortages and...

Friday 6 February 2026

MediaTek CEO warns of smartphone demand challenges in 2026, while Pegatron chairman sees growth in emerging markets

During MediaTek's earnings call on February 3, CEO Rick Tsai cautioned that smartphone demand is expected to encounter difficulties in 2026. Contrasting this outlook, Pegatron chairman...

Thursday 5 February 2026

MediaTek projects strong growth in cloud ASIC market, aims for US$1 billion revenue by 2026

At its February 4 earnings call, MediaTek outlined a robust outlook for its application-specific integrated circuit (ASIC) business, with CEO Rick Tsai Lixing projecting the cloud...

Thursday 5 February 2026

Flex tops fiscal 3Q26 guidance, lifts full-year outlook

EMS provider Flex reported fiscal third-quarter 2026 results that exceeded its guidance and raised its full-year forecast, citing continued...

Thursday 5 February 2026

Repon eyes strong 2026 growth on rising server demand

Server slide rail maker Repon posted a record revenue of NT$303 million (US$9.6 million) for January 2026, up 143% year-over-year and 24% month-over-month, driven by robust orders...

Tuesday 3 February 2026

Salesforce highlights three AI trends shaping agentic enterprises

Salesforce has released its outlook on artificial intelligence (AI) trends for 2026, describing the year as a turning point for the emergence of what it calls the "agentic enterprise."...

Tuesday 3 February 2026

Intel's 14A mass production timeline faces skepticism with rising capacity and confidence challenges, says DIGITIMES analyst

Before Intel released its latest earnings report, market sentiment was unusually upbeat. In a DIGITIMES podcast program, DIGITIMES analyst Luke Lin noted that expectations were buoyed...

Friday 30 January 2026

ASML gains from rising EUV demand and US chip spending

After TSMC chairman C.C. Wei said on a recent earnings call that AI demand is real and that AI is becoming embedded in daily life as a long-term trend, expectations for ASML's performance...

Friday 30 January 2026

Smart glasses market transitions from Meta dominance to three-way showdown in 2026

Counterpoint held an online seminar on January 28, 2026, to discuss the smart glasses market outlook, noting that with Google, Samsung, and Apple potentially entering the space, the...

Friday 30 January 2026

Boeing signals stronger 2026 outlook as aircraft deliveries accelerate

Boeing's latest earnings report points to a more positive operating outlook for 2026, driven largely by improving aircraft deliveries and production progress. For the global aerospace...

Friday 30 January 2026

Exclusive: Tariffs and trade talks shape Suntek Motor's outlook for Taiwan's auto market

Ray Wu, CEO of Suntek Motor Group, a leading Taiwanese importer and dealer of luxury brands including Porsche and Skoda, told DIGITIMES that while Taiwan's auto market is expected...

Friday 30 January 2026

Altos taps Acer's regional footprint to ride enterprise AI boom, eyes double-digit growth in 2026

Altos Computing, Acer's AI server solutions subsidiary, is optimistic about its 2026 outlook as enterprise AI adoption gains momentum across Asia-Pacific. With a growing project pipeline...

Friday 30 January 2026

Realtek expects networking to drive growth in 2026 amid PC market challenges

Realtek Semiconductor outlined its outlook for the first quarter and full year of 2026 during its January 27, 2026, earnings call, highlighting networking applications as the key growth...

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