News tagged outlook at DIGITIMES

NEWS TAGGED OUTLOOK

Friday 30 January 2026

ASML gains from rising EUV demand and US chip spending

After TSMC chairman C.C. Wei said on a recent earnings call that AI demand is real and that AI is becoming embedded in daily life as a long-term trend, expectations for ASML's performance...

Friday 30 January 2026

Smart glasses market transitions from Meta dominance to three-way showdown in 2026

Counterpoint held an online seminar on January 28, 2026, to discuss the smart glasses market outlook, noting that with Google, Samsung, and Apple potentially entering the space, the...

Friday 30 January 2026

Boeing signals stronger 2026 outlook as aircraft deliveries accelerate

Boeing's latest earnings report points to a more positive operating outlook for 2026, driven largely by improving aircraft deliveries and production progress. For the global aerospace...

Friday 30 January 2026

Exclusive: Tariffs and trade talks shape Suntek Motor's outlook for Taiwan's auto market

Ray Wu, CEO of Suntek Motor Group, a leading Taiwanese importer and dealer of luxury brands including Porsche and Skoda, told DIGITIMES that while Taiwan's auto market is expected...

Friday 30 January 2026

Altos taps Acer's regional footprint to ride enterprise AI boom, eyes double-digit growth in 2026

Altos Computing, Acer's AI server solutions subsidiary, is optimistic about its 2026 outlook as enterprise AI adoption gains momentum across Asia-Pacific. With a growing project pipeline...

Friday 30 January 2026

Realtek expects networking to drive growth in 2026 amid PC market challenges

Realtek Semiconductor outlined its outlook for the first quarter and full year of 2026 during its January 27, 2026, earnings call, highlighting networking applications as the key growth...

Thursday 29 January 2026

Meta targets 2026 for massive AI infra push following solid earnings

Meta Platforms' latest results point to a sustained escalation in AI infrastructure investment, with capex set to rise sharply in 2026. The outlook suggests growing implications for...

Wednesday 28 January 2026

ASML orders beat expectations as company plans 1,700 layoffs

ASML reported stronger-than-expected bookings in the fourth quarter of 2025 as customers stepped up investment in artificial intelligence chipmaking capacity, according to Reuters...

Wednesday 28 January 2026

TI outlook points to tentative recovery as cash flow strength offsets profit pressure

Texas Instruments' (TI) latest results and guidance suggest a cautious rebound in demand, particularly in industrial and automotive markets, even as profits remain under pressure....

Thursday 22 January 2026

Taiwan machine tool industry poised for growth as US-Taiwan tariff agreement takes effect

The Taiwan Machine Tool & Accessory Builders' Association (TMBA) held its annual outlook press conference on January 20, 2026, highlighting the impact of the recent US-Taiwan tariff...

Tuesday 20 January 2026

ASUS chairman lays out 'All In AI' strategy under global trade headwinds

At its year-end celebration on January 16, ASUS held a confident tone amid a turbulent global outlook. Jonney Shih, the company's chairman,...

Tuesday 20 January 2026

ASM International reports stronger orders as China's demand rebounds

ASM International said it posted stronger-than-expected preliminary results for the fourth quarter of 2025, buoyed by a rebound in demand...

Monday 19 January 2026

TSMT bets on DRAM modules to fuel 2026 growth as consumer demand cools

Taiwan Surface Mounting Technology Corp. said revenue returned to growth in 2025 after two consecutive years of decline, though rising prices and tight supply of key components are...

Monday 19 January 2026

Taiwan's DDI chipmakers fight for survival beyond displays

Taiwanese DDI vendors rode a post-pandemic growth wave, but demand turned increasingly uncertain in 2025. Weak consumer end markets, slowing...

Thursday 15 January 2026

Samsung India business outlook brightened by AI and connected home offerings

Samsung Electronics is projecting a "positive and bright" business outlook for India in 2026, citing improving consumer sentiment and...

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