DIGITIMES Asia 2024 Outlook

A look at the major trends that could influence the tech sector in 2024.

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IN THE NEWS

Saturday 28 February 2026

Quanta posts record 2025 profit, eyes AI-led growth in 2026

Stronger-than-expected results from Nvidia were reflected in its manufacturing partners. Quanta reported fourth-quarter 2025 earnings per...

Wednesday 25 February 2026

TSMC's record profits signal AI boom far from over

Blowout earnings from TSMC in 2025 — and an even more bullish outlook for 2026 — have reignited investor enthusiasm across the global semiconductor sector. Attention is...

Wednesday 25 February 2026

TI posts rare first-quarter growth driven by turn orders and data center momentum

Texas Instruments (TI) has provided a revenue guidance range of US$4.32 billion to US$4.68 billion for the first quarter of 2026. This outlook reflects significantly stronger seasonality...

Saturday 21 February 2026

OpenAI projects US$280B revenue by 2030, plans US$600B in spending

OpenAI is forecasting explosive growth over the next several years, projecting revenue will surpass US$280 billion by 2030, according to...

Friday 13 February 2026

Lenovo leans on premium AI PCs and phones as memory costs squeeze hardware margins

Lenovo said surging memory prices are likely to weigh on global PC and smartphone unit demand in 2026, prompting the company to double down on diversified sourcing, premium product...

Thursday 12 February 2026

Cisco revenue beats expectations, but margin outlook pressured by rising memory costs

Cisco Systems forecast quarterly gross margins below market expectations, citing higher memory chip costs. The weaker margin outlook overshadowed...

Thursday 12 February 2026

Foxconn projects stronger 2026 growth, secures oversubscribed sustainability loan

After posting record revenue in 2025, Foxconn held its annual company sports carnival on February 12, continuing for a second consecutive...

Wednesday 11 February 2026

Foxconn doubles down on AI servers for 2026, market share seen exceeding 40%

Foxconn held a two-day year-end outlook conference starting February 9 at its Huyue headquarters in Tucheng. The event brought together...

Tuesday 10 February 2026

Onsemi delivers solid fourth-quarter results as markets stabilize, outlook points to cautious recovery

Onsemi reported steady fourth-quarter results for 2025, supported by disciplined execution and record free cash flow generation, while management signaled improving stability across...

Friday 6 February 2026

Qualcomm, MediaTek strike cautious tone as smartphone market pressures mount

Qualcomm and MediaTek struck a similar cautionary tone on the smartphone market outlook during their latest earnings calls, pointing to mounting pressure from memory shortages and...

Friday 6 February 2026

MediaTek CEO warns of smartphone demand challenges in 2026, while Pegatron chairman sees growth in emerging markets

During MediaTek's earnings call on February 3, CEO Rick Tsai cautioned that smartphone demand is expected to encounter difficulties in 2026. Contrasting this outlook, Pegatron chairman...

Thursday 5 February 2026

MediaTek projects strong growth in cloud ASIC market, aims for US$1 billion revenue by 2026

At its February 4 earnings call, MediaTek outlined a robust outlook for its application-specific integrated circuit (ASIC) business, with CEO Rick Tsai Lixing projecting the cloud...

Thursday 5 February 2026

Flex tops fiscal 3Q26 guidance, lifts full-year outlook

EMS provider Flex reported fiscal third-quarter 2026 results that exceeded its guidance and raised its full-year forecast, citing continued...

Thursday 5 February 2026

Repon eyes strong 2026 growth on rising server demand

Server slide rail maker Repon posted a record revenue of NT$303 million (US$9.6 million) for January 2026, up 143% year-over-year and 24% month-over-month, driven by robust orders...

Tuesday 3 February 2026

Salesforce highlights three AI trends shaping agentic enterprises

Salesforce has released its outlook on artificial intelligence (AI) trends for 2026, describing the year as a turning point for the emergence of what it calls the "agentic enterprise."...

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