News tagged outlook at DIGITIMES

NEWS TAGGED OUTLOOK

Friday 14 August 2026

Cerebras raises 2026 outlook as hardware sales weaken

AI chip startup Cerebras Systems raised its full-year 2026 core revenue and gross margin outlook after reporting second-quarter results, but the company also disclosed declining hardware...

Friday 14 August 2026

Taiwan Microloops posts record July revenue as AI cooling demand lifts second-half outlook

Taiwan Microloops reported stronger second-quarter and first-half 2026 results, supported by rising shipments of cooling modules for AI server customers. The Taiwan-based supplier...

Thursday 13 August 2026

Asus raises server outlook as AI demand lifts record second quarter results

Asus reported record second-quarter 2026 results driven by servers and PCs, while management pointed to strong demand for AI computing and cloud infrastructure. The Taiwan-based PC...

Wednesday 12 August 2026

CoreWeave accelerates power expansion as AI infrastructure demand surges

CoreWeave reported second-quarter fiscal 2026 revenue of US$2.6 billion, up 112% year-over-year and 24% sequentially, and raised its full-year outlook as demand for its AI cloud infrastructure...

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...

Monday 10 August 2026

TSMC July revenue jumps 44.7% to record US$14.5B, 2026 growth forecast tops 40%

Taiwan Semiconductor Manufacturing Company (TSMC) reported record monthly revenue of NT$467.58 billion (approx. US$14.5 billion) for July...

Monday 10 August 2026

Chenbro stays bullish on AI demand, flags seven indicators to watch in 2H26

Chenbro CEO Corona Chen said the company's July 2026 revenue experienced some fluctuations due to shipment scheduling, shipping logistics, and the timing of revenue recognition.

Monday 10 August 2026

LinkCom sees order visibility into early 2027 as delayed client pull-ins weigh on sales

LinkCom Manufacturing said its July revenue fell from a year earlier because tight supplies of memory, passive components, and other key parts pushed up prices and prompted some networking...

Saturday 8 August 2026

Quanta posts second-highest monthly revenue as notebook shipments plunge 38%

Quanta Computer posted its second-highest monthly revenue on record in July, as strong AI server demand sustained growth even as notebook shipments fell nearly 38% from June.

Saturday 8 August 2026

Accton revenue jumps on AI switch demand as 1.6T shipments expand

Accton Technology Corporation said demand for high-end networking gear remained strong as AI data center buildouts continued, lifting July consolidated revenue to NT$39.473 billion,...

Friday 7 August 2026

Ibiden raises full-year profit forecast as AI server and substrate demand strengthens

Ibiden said on August 4 that it raised its fiscal 2026 outlook after stronger-than-expected demand from generative AI and a recovery in the general-purpose server market lifted results...

Thursday 6 August 2026

Largan July 2026 revenue rises 11% as CPO samples progress

Largan announced on August 5 that July revenue reached NT$4.877 billion (US$150.8 million), up 31% month-over-month and 11% year-over-year...

Wednesday 5 August 2026

Infineon sees AI demand outpacing supply as customers lock in long-term capacity

Infineon said demand for its AI data center power semiconductors continues to exceed available supply, prompting leading customers to sign...

Wednesday 5 August 2026

Fanuc raises fiscal 2026 outlook as costs and supply bottlenecks weigh on profits

Fanuc said first-quarter orders for fiscal 2026 surged 37% year-on-year to a record JPY281.9 billion, even as the industrial robot maker drew market concern for raising its full-year...

Wednesday 5 August 2026

Infineon raises 2026 outlook as AI demand drives record quarterly revenue

Infineon Technologies reported record quarterly revenue for its fiscal third quarter ended June 30, fueled by booming demand for power...

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