News tagged outlook at DIGITIMES

NEWS TAGGED OUTLOOK

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...

Monday 3 August 2026

Intel EMIB yields hit target, MediaTek eyes 2028 ASIC ramp

MediaTek said at its latest earnings call that its second-generation data-center ASIC product remains on schedule for mass production...

Friday 31 July 2026

Pegatron chair says AI outlook remains strong, calls for Taiwan application push

Pegatron chairman Tzu-hsien Tung said that although he is not an investment expert, from an industry perspective he remains optimistic about the long-term outlook for artificial intelligence...

Friday 31 July 2026

Tokyo Electron raises outlook as AI data center spending lifts memory demand

Tokyo Electron lifted its operating profit outlook for April-September 2026 on July 30, citing continued investment in AI data centers and stronger semiconductor capital spending....

Friday 31 July 2026

Apple braces for "hundred-year flood" in component costs

Apple's June quarter showed the strength of its core hardware business. Still, it also exposed a looming challenge: rising memory prices, tight supply of advanced chips, and heavier...

Friday 31 July 2026

Amazon's accelerating cloud growth reinforces AI investment case despite heavier spending outlook

Amazon reported stronger-than-expected second-quarter results as accelerating growth at its cloud computing business underscored rising demand for artificial intelligence services...

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

Microsoft raises AI infrastructure spending outlook as Azure growth tops expectations

Microsoft reported stronger-than-expected fiscal fourth-quarter results, driven by accelerating Azure cloud growth and rising adoption...

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

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...

Wednesday 29 July 2026

NXP sees physical AI entering a decade-long adoption cycle

NXP Semiconductors' latest earnings call revealed more than another set of quarterly results. With the financial figures already widely...

Wednesday 29 July 2026

ASM raises 2027 revenue outlook as AI-driven chip demand lifts forecast

On July 28, ASM International raised its revenue outlook for 2027 and issued third-quarter guidance above market expectations after...

Wednesday 29 July 2026

Seagate forecasts strong 1Q growth on sustained AI-driven cloud demand

On July 28, Seagate Technology reported sharply higher revenue and profit for its fiscal fourth quarter, driven by continued demand...

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