News tagged forecast at DIGITIMES

NEWS TAGGED FORECAST

Friday 18 September 2026

Foldable smartphone panel shipments fall 13% in 1H26 as market shifts to in-fold designs

Global foldable smartphone panel shipments declined 13% year-over-year in the first half of 2026, with the contraction concentrated in clamshell products, according to Counterpoint...

Friday 18 September 2026

Taiwan central bank keeps rates unchanged as inflation stays contained

Taiwan's central bank left interest rates unchanged on the 17th, saying inflation remains manageable and the economy is still growing steadily. The decision came as the US Federal...

Thursday 17 September 2026

South Korea's chip boom lifts 2027 corporate tax above KRW200 trillion

South Korea's semiconductor boom is spilling over from corporate profits into government tax revenue. Corporate tax revenue for fiscal...

Friday 11 September 2026

MediaTek August revenue beats expectations, boosts 3Q outlook

MediaTek reported August 2026 revenue of NT$64.183 billion (approx. US$2.03 billion), up 32.41% from July and 44.08% year-over-year...

Thursday 10 September 2026

STMicroelectronics sets 2027 AI revenue plan with fiber chips at 80%

STMicroelectronics said in New York on September 9 that about 80% of its target for more than US$2 billion in artificial intelligence data-center revenue in 2027 will come from fiber-optic...

Thursday 10 September 2026

ASE August revenue tops NT$80 billion record as AI packaging capacity stays sold out

ASE Technology Holding's revenue surpassed NT$80 billion (US$2.5 billion) for the first time in August 2026, as AI continued to drive demand for both advanced and conventional semiconductor...

Thursday 10 September 2026

TSMC August 2026 revenue jumps 53.3% as AI chip demand drives record growth

TSMC reported strong revenue growth in August, underscoring continued momentum in AI-related semiconductor demand. TSMC said consolidated...

Wednesday 9 September 2026

Getac sees growing drone orders, with 2027 revenue contribution reaching up to 12%

Getac Holdings is expanding aggressively into drone opportunities on the back of its strong industrial rugged computer foundation, making the segment a continued growth driver in the...

Wednesday 2 September 2026

Global smartphone industry, 2Q 2026

Introduction

Tuesday 1 September 2026

SEMI lifts 2028 wafer fab equipment forecast to US$220 billion

SEMI has raised its forecast for global wafer fab equipment (WFE) sales in 2028 to US$220 billion, up from about US$200 billion projected in July, as stronger investment in advanced...

Tuesday 1 September 2026

Luxnet eyes orders through 2028, DCI revenue set to double in 2027

AI-driven demand for optical transceiver modules is rising rapidly, and LuxNet said its business in the second half of 2026 will grow sharply from the first half. With capacity coming...

Friday 28 August 2026

Nvidia's upbeat outlook points to tighter AI supply chains ahead

Nvidia's latest earnings and forecast suggest AI demand remains far ahead of available supply, with implications for memory, power, cooling, and networking worldwide. The chipmaker's...

Thursday 27 August 2026

Moody's lifts South Korea GDP forecast on hard-to-replace memory chips

Moody's has sharply raised its forecast for South Korea's 2026 economic growth to 3.5%, saying the country's semiconductor boom and export strength will last longer than expected and...

Thursday 27 August 2026

Nvidia caps its own growth at 70% because that is all the supply it can secure

Nvidia has guided a full year in advance for the first time, and the number it chose is not a demand forecast. Chief financial officer Colette Kress told the company's second-quarter...

Monday 24 August 2026

Research Insight: ASIC shipments projected to overtake GPU by 2027 as AI reshapes memory

ASIC and GPU shipments will reach a "golden cross" in 2027, with ASIC shipments expected to surpass GPU shipments for the first time at 15.3 million units, DIGITIMES Intelligence analyst...

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Sep 18, 14:29

SK hynix Launches 'SK hynix Ventures' in Silicon Valley

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