News tagged forecast at DIGITIMES

NEWS TAGGED FORECAST

Thursday 6 August 2026

GlobalFoundries 2Q analysis 1/2: AI optics power earnings beat and margin gains

GlobalFoundries reported stronger-than-expected second-quarter results, supported by rapid growth in AI-related optical networking and a richer mix of higher-margin technologies.

Thursday 6 August 2026

Taiyo Yuden's AI server exposure is starting to reshape its earnings outlook

Taiyo Yuden has lifted its full-year outlook after a stronger first quarter, as demand from AI servers and related IT infrastructure increasingly drives sales of higher-end capacitors...

Wednesday 5 August 2026

Infineon sees AI demand outpacing supply as customers lock in long-term capacity

Infineon said demand for its AI data center power semiconductors continues to exceed available supply, prompting leading customers to sign...

Wednesday 5 August 2026

Fanuc raises fiscal 2026 outlook as costs and supply bottlenecks weigh on profits

Fanuc said first-quarter orders for fiscal 2026 surged 37% year-on-year to a record JPY281.9 billion, even as the industrial robot maker drew market concern for raising its full-year...

Wednesday 5 August 2026

AMD says US$30 billion estimate for 2027 Instinct revenue may be too low

AMD CEO Lisa Su indicated during the company's second-quarter 2026 earnings call that an estimate of roughly US$30 billion in 2027 Instinct...

Tuesday 4 August 2026

Palantir raises outlook as US commercial AI demand accelerates, sharpening sovereignty strategy

Palantir Technologies raised its full-year revenue and profitability forecasts after reporting a sharp acceleration in commercial demand, particularly in the US, underscoring the growing...

Monday 3 August 2026

Apple's supply squeeze raises costs, reshapes sourcing and could widen iPhone 18 price gap

Apple's latest earnings showed robust demand, but a weaker outlook for the coming quarter pointed to a supply-driven squeeze with implications for prices, suppliers, and device launches...

Saturday 1 August 2026

MediaTek eyes high-single-digit revenue growth, 20% ASIC share by 2027

MediaTek held an investor conference on July 31, 2026, with CEO Rick Tsai reiterating that ASIC revenue will reach US$2 billion in 2026. He also said the total addressable market for...

Friday 31 July 2026

AI server BBU demand triples battery-module capacity ahead of 800V HVDC rollout

Backup battery units are set to become standard equipment in AI servers using 800V high-voltage direct current architectures, according...

Thursday 30 July 2026

ASE sees full-year LEAP revenue topping US$3.5 billion amid tight packaging capacity

ASE Technology Holding said growing demand for advanced packaging and testing, combined with stronger momentum in its electronics manufacturing services (EMS) business, has tightened...

Thursday 30 July 2026

Lam Research raises WFE outlook as AI drives NAND, DRAM, advanced packaging demand

Lam Research delivered record quarterly results and raised its outlook for global wafer fab equipment (WFE) spending, citing accelerating AI-driven demand across memory, advanced logic...

Thursday 30 July 2026

Advantest lifts fiscal 2026 forecast as AI chip test demand surges

Advantest raised its outlook for the fiscal year ending March 2027 after demand for chip-test equipment tied to AI data centers strengthened,...

Thursday 30 July 2026

Meta earnings series 1/2: Revenue beats expectations, but AI spending crushes cash flow

Meta Platforms delivered stronger-than-expected second-quarter revenue, but weaker earnings, shrinking free cash flow and a cautious third-quarter outlook intensified investor scrutiny...

Thursday 30 July 2026

Arm's AI-driven data center growth offsets smartphone weakness, but softer handset outlook weighs on shares

Arm Holdings reported stronger-than-expected first-quarter results as demand for AI and data center chips lifted licensing and royalty revenue. However, the company's warning of slower...

Thursday 30 July 2026

Qualcomm bets on AI and automotive growth to offset Apple decline as weak outlook pressures shares

Qualcomm forecast weaker fourth-quarter earnings and warned that revenue from Apple products will decline faster than previously expected, underscoring near-term pressure on its smartphone...

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Jul 30, 08:00

EDOM Accelerates Edge AI Deployment with NVIDIA Technologies

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