News tagged guidance at DIGITIMES

NEWS TAGGED GUIDANCE

Friday 30 October 2026

STMicroelectronics rides AI and satellite demand, but margin recovery awaits fab overhaul

STMicroelectronics (ST) reported third-quarter 2026 revenue of US$3.76 billion, above the midpoint of its guidance, as AI data center and low Earth orbit (LEO) satellite demand lifted...

Tuesday 27 October 2026

Celestica's AI growth puts capacity in focus as revenue outlook reaches US$40 billion

Celestica's latest results suggest that its next challenge will be expanding production fast enough to serve AI infrastructure customers while keeping cash requirements under control...

Friday 23 October 2026

Lam Research sees WFE topping US$200 billion in 2027

Lam Research reported third-quarter 2026 revenue of US$8.2 billion, up 22% quarter-over-quarter, and forecast fourth-quarter revenue of US$8.6 billion, plus or minus US$400 million...

Wednesday 21 October 2026

Supermicro lifts quarterly sales estimate as AI demand outpaces forecasts

Supermicro expects quarterly revenue and gross margin to exceed its earlier guidance, citing stronger demand for AI platforms and a more favorable customer and product mix. The October...

Thursday 15 October 2026

TSMC eyes US$54.3bn in 4Q26 revenue, but 2nm ramp and overseas fabs pressure margins

TSMC expects fourth-quarter 2026 revenue to reach US$52.3 billion to US$54.3 billion, potentially rising as much as 61% year-over-year, with sustained...

Wednesday 14 October 2026

ASML's record 3Q26 sales expose a capacity gap for AI chip demand through 2028

ASML reported record third-quarter 2026 net sales of EUR11.7 billion (approx. US$13.1 billion) and net income of EUR5 billion, while warning that its planned supply for 2027 and 2028...

Thursday 8 October 2026

Realtek 3Q26 revenue edges up, tracks guidance

Taiwanese IC design giant Realtek reported September 2026 consolidated revenue of NT$12.378 billion (US$388.5 million), down 0.7% month-over-month and up 23.35% year-over-year. Third-quarter...

Thursday 8 October 2026

Dietary Therapy in Traditional Chinese Medicine and Modern Nutritional Science

Dietary therapy is an important strategy for health promotion and disease prevention within Traditional Chinese Medicine (TCM). Its theoretical foundation includes holism,...

Tuesday 15 September 2026

South Korea updates AI safeguards as Microsoft sets shutdown rules

South Korea is updating its artificial intelligence security guidance as companies deploy AI agents capable of operating with limited...

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,...

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Oct 30, 08:00

Macronix to Showcase Automotive and IoT Memory Solutions at electronica 2026

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