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NEWS TAGGED FORECAST
Thursday 2 November 2023
Fading prosperity and global shipping surplus pose challenges
According to the Taiwan Institute of Economic Research (TIER), the Purchasing Managers' Index (PMI) for the manufacturing sector in the United States has shown three consecutive months...
Monday 30 October 2023
Winbond upbeat about 2024 prospects
Winbond Electronics, a specialty DRAM and flash memory maker, has expressed optimism about its business and market prospects for next year, noting the resolution of the majority of...
Wednesday 25 October 2023
Texas Instruments forecast signals that slump is persisting
Texas Instruments Inc. gave a disappointing revenue forecast for the current period, indicating that demand remains sluggish for a broad range of electronic components, including...
Monday 23 October 2023
VW falls after cutting forecast on EUR 2.5 billion hedging loss, costs
Volkswagen AG shares declined after outlining weaker-than-expected third-quarter earnings and hedging losses.
Thursday 19 October 2023
Panel component suppliers aware of demand volatility in 4Q23
LCD panel component suppliers are aware of the volatility of demand in the fourth quarter of 2023, although overall operations in the second half of this year are expected to beat...
Thursday 12 October 2023
Global smartphone shipment forecast, 2024 and beyond

Introduction

Wednesday 11 October 2023
TSMC to maintain 2023 outlook despite stronger 3Q
Despite better-than-anticipated third-quarter revenues, TSMC is expected to reiterate its previously stated revenue and capex projections for 2023 at its upcoming investors conference,...
Wednesday 20 September 2023
Global 200mm fabs to reach record high capacity by 2026, says SEMI
Semiconductor manufacturers worldwide are projected to increase 200mm fab capacity by 14% from 2023 through 2026, adding 12 new 200mm fabs as the industry reaches a record high of...
Thursday 14 September 2023
Global fab equipment spending to return to growth in 2024
In 2023, global spending on fab equipment for front-end facilities is projected to decrease by 15% before rebounding with a 15% year-over-year increase in 2024, according to a recent...
Monday 4 September 2023
L40S GPU is key to Nvidia's optimistic earnings forecast
The US$16 billion sales target that Nvidia set for its present quarter (August-October), indicates a nearly 170% increase year-on-year. This is really unusual for Nvidia, which has...
Friday 1 September 2023
Worldwide spending on public cloud services forecast to reach US$1.35 trillion in 2027, says IDC
Worldwide spending on public cloud services is forecast to reach US$1.35 trillion in 2027, according to the latest update to the IDC Worldwide Software and Public Cloud Services Spending...
Friday 25 August 2023
Notebook price cuts to stay fierce until end-2023
The current market for notebooks is witnessing intense price reductions initiated by both retailers and brand vendors, a trend that is anticipated to persist until the end of this...
Thursday 24 August 2023
AI server shipments forecast to top 300,000 units in 2024, says DIGITIMES Research
High-end AI server shipments are forecast to reach 337,000 units in 2024, with the generative AI market reaching US$109 billion by 2030, at a compound annual growth rate (CAGR) of...
Wednesday 23 August 2023
EIH sees disappointing demand for electronic shelf labels
E Ink Holdings (EIH), a provider of e-paper solutions, recently reduced its 2023 revenue forecast, due partly to the slow progress of electronic shelf label (ESL) upgrades and conv...
Tuesday 22 August 2023
Upcoming iPhones to cost more; 2023 shipment forecast less optimistic
The forthcoming iPhone models from Apple will be more costly, causing industry sources to be less optimistic about this year's shipments.
Research Report Database
Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research