News tagged guidance at DIGITIMES

NEWS TAGGED GUIDANCE

Friday 11 September 2026

Oracle turns its AI build-out into a delivery number, the cost lands where management said it would

Oracle used its fiscal 2027 first-quarter earnings call to recast the question about its AI infrastructure business from whether demand...

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...

Wednesday 9 September 2026

AI servers push Asus' August revenue up 51%

Asus reported consolidated revenue of NT$94.96 billion (US$3.02 billion) in August 2026, up 12.87% from July and 51.17% from a year earlier — the second-highest monthly figure...

Wednesday 2 September 2026

Dell's AI server boom lifts profitability across its whole business

Dell Technologies closed its fiscal second quarter with revenue of US$47.0 billion, up 58% year over year, but the more telling number is what happened below the top line: operating...

Monday 24 August 2026

AMRA expands robot testing standard to cover legged systems

The Autonomous Mobile Robot Alliance (AMRA), formed by Taiwan's Industrial Technology Research Institute and industry, academia, and research partners, has released a new standard...

Thursday 20 August 2026

Solomon unveils AI vision tools for smart manufacturing at Automation Taipei 2026

AI vision company Solomon is presenting new factory automation tools at Automation Taipei 2026, including an agentic physical AI platform,...

Tuesday 18 August 2026

Asus lifts server outlook, Supermicro orders hit record highs as Nvidia gears up to beat guidance

Concerns over whether the AI surge is a bubble continue to linger. However, recent indicators—from Nvidia's latest capital initiatives...

Friday 14 August 2026

Applied Materials sets 2028 capacity target as it commits new manufacturing hires

Applied Materials used its fiscal third-quarter earnings call to lay out a multi-year capacity build rather than just a strong quarter. Alongside record results, the company said it...

Friday 14 August 2026

Hua Hong's fabs were already full — price is what finally made them profitable

Hua Hong Grace Semiconductor has been running its fabs flat out for more than a year without earning an operating profit on the work. The June quarter ended that. Revenue reached a...

Thursday 13 August 2026

Cisco's falling margin shows hyperscaler AI is now big enough to reshape the business

Cisco Systems closed fiscal 2026 with results that would normally have looked decisively positive. Revenue rose 18% to US$17.3 billion, networking orders posted double-digit growth...

Wednesday 12 August 2026

Supermicro's margin rebound and bullish outlook ease investor doubts on AI server orders

Supermicro posted a sharp gross-margin recovery and issued fiscal 2027 revenue guidance well above Wall Street's expectations, addressing...

Tuesday 4 August 2026

Onsemi expects AI data-center revenue to more than double in 2026 as cyclical recovery takes hold

Onsemi's second-quarter results pointed to a broadening recovery in semiconductor demand, with AI data-center applications emerging as the company's fastest-growing business, while...

Monday 3 August 2026

Apple says advanced-node capacity tightens amid 2nm race

Apple reported its best-ever third-quarter results for fiscal 2026, but its guidance for the fourth quarter showed much slower growth...

Thursday 30 July 2026

Lam Research raises outlook as AI-driven semiconductor demand fuels record revenue and margin expansion

On July 29, Lam Research reported record fiscal fourth-quarter results and issued stronger-than-expected guidance, signaling that rising demand for artificial intelligence is accelerating...

Thursday 30 July 2026

Meta forecasts higher AI spending as legal costs weigh on profit despite strong revenue growth

Meta Platforms reported strong second-quarter revenue growth driven by its Family of Apps business, but lower profit and a higher spending outlook highlighted the mounting costs of...

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