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NEWS TAGGED OUTLOOK
Wednesday 14 August 2024
Automotive chips experience demand slump
The automotive chip market has been in the doldrums of late, with major European and American IDMs and Taiwanese IC design firms alike anticipating a gloomy forecast for the third...
Tuesday 13 August 2024
Taiwan's AI server surge fuels global market, drives import boom in 2H24
Before Taiwan opened its notebook (NB) industry to invest in China, Taiwanese-made laptops accounted for 90% of the global market. Today, Taiwan-made AI servers hold a similar market...
Monday 12 August 2024
TSMC leads as SMIC struggles with government dependency
The semiconductor foundry industry's first-half results and second-half outlook reveal a growing divide between the dominant players and those struggling to keep up. As expected,...
Friday 9 August 2024
Consumer electronics peak season boosts AmTRAN's 3Q performance outlook
Driven by higher consumer electronics demand and foreign exchange gains, AmTRAN achieved profitability for the fourth quarter. The company anticipates continued growth due to rising...
Wednesday 7 August 2024
GlobalWafers cuts 2024 revenue outlook to high-single-digit drop
Silicon wafer company GlobalWafers has revised its revenue growth projection for 2024 to a decline in the high single digits. The revision was downgraded for the second time this...
Friday 2 August 2024
TSMC to see HPC chip sales boom despite smartphone slowdown
TSMC has warned of a slowdown in smartphone chip demand, but is bullish about sales generated from the HPC sector.
Thursday 1 August 2024
IC design houses see lower 3Q24 order visibility despite peak season
IC design houses, including Realtek Semiconductor and RichWave Technology, have expressed a less optimistic outlook for the third quarter of 2024 due to lower-than-anticipated order...
Friday 26 July 2024
ST cuts 2024 outlook as industrial and automotive demand slows
After reporting a 25% year-on-year revenue decline in the second quarter, STMicroelectronics has revised its sales outlook for 2024 downward for the second time.
Wednesday 24 July 2024
Outlook for Taiwan export orders optimistic
The prime season for the stocking of new products is rapidly approaching, and the outlook for Taiwan's export orders is optimistic, market sources believe.
Wednesday 24 July 2024
TI results offer hope amid 300mm capacity expansion for enhanced resilience
Texas Instruments (TI) provided financial guidance that is slightly lower than expectations. The company's capital expenditure (Capex) plan is progressing smoothly, indicating significant...
Wednesday 24 July 2024
TSMC sees spike in SHR orders from China
TSMC has witnessed an increase in orders from Chinese customers seeking super hot runs (SHR), for which they are willing to pay a 40% premium, according to industry sources.
Tuesday 23 July 2024
NXP disappointing results imply slowing automotive demand
NXP's latest financial results indicate that the company continues to navigate the industry downturn, presenting a third-quarter outlook that falls below expectations. These disappointing...
Monday 15 July 2024
VinFast postpones Carolina factory operation amid challenges
VinFast, a Vietnam-based EV maker rapidly expanding its global presence, announced a delay in its operation for its manufacturing facility in North America, according to an official...
Monday 15 July 2024
AI's surge fuels hardware demand; spotlight shines on AI smartphones
As AI continues to advance, the appetite for related hardware products remains insatiable. Recently, alongside AI servers and AI PCs, the market has been abuzz with discussions about...
Thursday 11 July 2024
UAE and Saudi Arabia leverage Chinese capabilities to realize AI and semiconductor dreams
The semiconductor market has become the fourth largest market in the world, following crude oil, automotive, and petrochemical products. With a scale of more than US$500 billion in...
CHT
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research