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NEWS TAGGED OUTLOOK
Tuesday 28 October 2025
NXP revenue dips as chip cycle bottoms out; auto demand drives cautious rebound
NXP Semiconductors posted third-quarter revenue of US$3.17 billion, down 2.4% year-on-year but above the midpoint of its guidance, reflecting steady demand across key end markets...
Sunday 26 October 2025
LINE Taiwan reveals AI agent plans for 2026
After a three-year hiatus, LINE Taiwan held LINE CONVERGE 2025 on October 22 to outline upcoming operational priorities and outlook. With all industries slowly adopting AI, AI agents...
Wednesday 22 October 2025
Texas Instruments outlook signals continued market weakness
On October 21, Texas Instruments reported stronger revenue in the third quarter of 2025, posting growth across all major end markets despite a softer outlook for the coming quarter...
Monday 20 October 2025
Winbond chairman says memory supply-demand will rebalance in 2-3 years
Winbond chairman Arthur Chiao expressed a cautious outlook on the memory industry's current boom, stating that he does not believe this cycle represents a "super cycle." Speaking...
Friday 17 October 2025
Taiwan machine tool industry sees mixed 2026 outlook, cites exchange rate disadvantage
The Taiwan Machine Tool and Accessory Builders' Association (TMBA) recently held its member assembly, where industry leaders expressed divergent views on when the machine tool market...
Thursday 16 October 2025
TSMC's gross margin hits 60% in 4Q25 as N2 process set for rapid growth in 2026
TSMC delivered a robust forecast on October 16, projecting its gross margin would climb back to 60% in the fourth quarter and raising its full-year revenue outlook. During an earnings...
Thursday 16 October 2025
ASML sees continued growth in EUV demand, confident in High NA progress
ASML remains optimistic about the outlook for its extreme ultraviolet (EUV) lithography systems, including the next-generation High Numerical Aperture (High NA) EUV tools, as semiconductor...
Thursday 16 October 2025
ASML lifts margin outlook, signals cautious 2026 growth with XT:260 launch
ASML Holding NV offered a cautiously optimistic outlook during its third-quarter 2025 earnings call on October 15, 2025, pointing to higher fourth-quarter sales and margin improvements,...
Thursday 16 October 2025
ASML signals stable 2025 sales outlook as China demand expected to cool
ASML Holding NV said on October 15, 2025, that it does not expect sales next year to fall short of this year's level, signaling a stable outlook but offering little upside for investors...
Tuesday 7 October 2025
AI demand drives PCB material prices up amid supply strain
Due to global tariffs and inflation, the consumer market outlook for the second half of 2025 remains pessimistic. Taiwanese PCB industry players believe that overall industry growth...
Thursday 2 October 2025
Yuan Jen expands overseas presence with Thailand investment amid challenging market conditions
Yuan Jen is broadening its international footprint with a planned investment in a Thailand subsidiary in 2025, enhancing its Southeast Asian business to meet customers' one-stop purchasing...
Friday 26 September 2025
Taiwan-based top auto groups roll out strategies to drive market rebound in 4Q25
Taiwan's auto industry is experiencing a tough 2025, with tariffs and weak consumer demand clouding the outlook. Nevertheless, the country's three leading automotive groups —Yulon,...
Wednesday 24 September 2025
Nvidia's US$10B OpenAI bet underscores infrastructure's critical role in AI race, says Microsoft Taiwan
Nvidia's US$10 billion investment in OpenAI is sparking discussions about its impact on the AI industry. In response, Microsoft Taiwan general manager Sean Pien expressed a positive...
Wednesday 24 September 2025
Giantplus lifts 4Q25 on auto display demand, wins big medical deal for 2026
Giantplus Technology, a mid- to small-sized panel maker in Taiwan, expects stronger performance in the fourth quarter of 2025 on the back of rising automotive display orders, particularly...
Wednesday 24 September 2025
Micron sees demand broaden; ramps 1y DRAM and manufacturing expansion plans
Micron Technology raised its 2025 outlook on stronger data center demand while keeping supply growth disciplined. Growth in PCs, smartphones, and automotive markets remains modest,...