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NEWS TAGGED OUTLOOK
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,...
Wednesday 24 September 2025
Micron lifts margins and outlook, signaling tight supply-demand dynamics in memory markets
Micron reported strong fourth-quarter fiscal 2025 results with revenue and margins surging on high-bandwidth memory demand, while guidance topped expectations. Analysts hailed the...
Monday 22 September 2025
MediaTek aims to boost smartphone market share to 40% with sew flagship chips
MediaTek this week unveiled its flagship Dimensity 9500 SoC. After the launch event in Taiwan, senior executives outlined their outlook for the company's mobile business.
Monday 22 September 2025
Inventec Besta cautiously optimistic about AI server operations
Inventec Besta, a subsidiary of Inventec, maintains a cautiously optimistic outlook for its AI server distribution business. The company's general manager, Wei Cheng Li, pointed out...
Wednesday 17 September 2025
Tesla co-founder says future of EV depends on charging networks and cost curves
Martin Eberhard, Tesla's co-founder, recently shared his entrepreneurial insights and outlook on the future of electric vehicles (EVs) in South Korea. He emphasized that the key to...
Friday 12 September 2025
Oracle rides AI wave with massive contracts and bullish outlook
Oracle is rapidly shaking off its reputation as a laggard in cloud computing, with new AI contracts and a strong outlook pushing its growth plans into overdrive.