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

Wednesday 30 April 2025

K&S partners with Taiwanese semiconductor leaders in advanced packaging push

Despite flat demand for most consumer electronics chips and a muted outlook for traditional wire bonding and packaging equipment, Singapore's...

Tuesday 29 April 2025

Sanmina reports strong second-quarter earnings, raises confidence in 2025 growth outlook

Sanmina Corporation, a leading provider of integrated manufacturing solutions, serves a diverse range of industries through its global manufacturing footprint, including communications,...

Tuesday 29 April 2025

iPhone 17 stocking begins: 10% YoY shipment decline estimated

The Trump administration's aggressive and unpredictable tariff policies have cast a shadow over economic development. Apple's supply chain revealed that the company recently completed...

Tuesday 29 April 2025

Amkor sees no major tariff-driven pull-ins; new Apple SiP socket order may lift outlook

Amkor Technology reported falling net sales for the first quarter, driven by weakness in its communications and automotive sectors. The company said its expansion plans in Arizona...

Tuesday 29 April 2025

Cadence reports strong 1Q25, raises full-year outlook

On April 28, Cadence reported robust first-quarter 2025 results, with revenue up 23% year-over-year to US$1.24 billion, driven by strong demand for its AI-enabled design tools. The...

Tuesday 29 April 2025

Apple supplier sees no tariff cost-sharing talks, expects tough 2025

Radiant Optoelectronics, a key backlight module supplier for Apple notebooks and tablets, reports that customers have remained calm about tariffs imposed under the Trump administration,...

Friday 25 April 2025

GB300 system vendors' shipments remain unaffected despite reports on initial design changes

Despite numerous headwinds currently facing the AI industry outlook, it is undeniable that the AI sector—especially AI servers—will continue to be a cornerstone of Taiwan's...

Friday 25 April 2025

STMicro offers rosy outlook, but guidance clouds persist amid tariff uncertainty

STMicroelectronics offered a better-than-expected revenue forecast for the second quarter, suggesting a potential recovery...

Friday 25 April 2025

Celestica smashes Q1 forecasts, lifts 2025 outlook as cloud and connectivity demand soar

Celestica, a leader in design, manufacturing, hardware platforms, and supply chain solutions, reported first-quarter 2025 financial results that decisively exceeded the upper end...

Friday 25 April 2025

Intel to continue boosting in-house chip production, braces for tariff impacts

In the latest earnings call, Intel elaborated on its latest aggressive cust-cutting measures. Tariff risks threaten gross margins, exacerbated by the shift to lower-margin Lunar Lake...

Friday 25 April 2025

Intel Foundry sales rise, losses narrow as company unveils major cost-cutting plan

Intel reported first-quarter revenue of US$12.67 billion, a 0.4% decline from the previous year, with a gross margin of 36.9% compared to 41.0% in the first quarter of 2024. Operating...

Thursday 24 April 2025

Texas Instruments navigates uncertainty with strong results and optimistic outlook

Texas Instruments reported strong first-quarter results, with revenue of US$4.07 billion, surpassing forecasts, driven by a 13% rise in its Analog segment. The upbeat outlook signals...

Monday 21 April 2025

TSMC's confidence tested by supply chain concerns

The recent earnings call from TSMC conveyed an optimistic message. However, downstream brand manufacturers are adopting a more cautious stance regarding future market demand changes...

Friday 18 April 2025

7 key things TSMC CEO CC Wei revealed about AI, US expansion, and tariff risks

TSMC delivered a strong first-quarter 2025 earnings call, raising its full-year revenue forecast and reinforcing its position as a key player in the AI-driven chipmaking boom. The...

Tuesday 15 April 2025

CATL reports 33% jump in net income even as battery prices fall

Chinese battery-making giant Contemporary Amperex Technology Co. Ltd. reported a 33% jump in first-quarter earnings, defying a slowdown in demand for electric vehicles and a drop...

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