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

Monday 25 May 2026

Ample Electronic says AI demand is boosting MLCC-related passive components

Ample Electronic said rising demand from artificial intelligence end customers has driven a stronger market for multilayer ceramic capacitors and related passive components, lifting...

Thursday 21 May 2026

Auras Technology raises 2026 revenue outlook as AI-driven liquid cooling demand grows

Auras Technology said strong AI server demand will sustain growth in thermal management through 2028, driving the company to raise its full-year revenue growth forecast for 2026. Executives...

Thursday 21 May 2026

Nvidia excludes China from its outlook while citing analyst estimates of US$1 trillion in hyperscaler capex by 2027

Nvidia continues to exclude Chinese data center compute revenue from its outlook, with CFO Colette Kress citing uncertainty around whether H200 imports will be allowed into the country...

Thursday 21 May 2026

OSE targets AI server SMT growth as memory demand lifts outlook

Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its...

Tuesday 19 May 2026

Humanoid race will produce only one or two winners, Plug and Play CEO predicts

The humanoid robotics industry is heading for a brutal shakeout. Despite more than 100 startups currently active across the US, Europe, and China, Saeed Amidi, founder and CEO of Plug...

Thursday 14 May 2026

Cisco accelerates AI push with Silicon One gains and major restructuring plan

Cisco Systems reported record fiscal third-quarter results for fiscal 2026, surpassing its own financial guidance, driven by triple-digit order growth from hyperscale cloud providers...

Wednesday 13 May 2026

AI server tracker: ASPEED sees sustained growth as AI server demand strengthens BMC market outlook

ASPEED Technology has continued to show strong revenue momentum in recent years, supported by structural changes in global data center infrastructure and the rapid expansion of AI...

Friday 8 May 2026

Novatek raises margin outlook on stronger product mix and early shipments

Novatek Microelectronics, one of Taiwan's leading display driver IC (DDI) makers, said revenue in the first quarter of 2026 was supported by growth in system-on-chip (SoC) and large-size...

Friday 8 May 2026

China smartphone market and industry, 1Q 2026: 1Q26 shipments fall; cost pressures cloud 2Q26 outlook

Chinese smartphone brands' shipments in the second quarter of 2026 will decrease by 17.8% year-on-year. Smartphone shipments in the Chinese market will decline by 5.4% year-on-year...

Thursday 7 May 2026

Inventec sees strong NB and server demand but warns of component-driven margin pressure

Inventec reported April 2026 revenue of NT$84.786 billion (US$2.68 billion), down 3.17% month on month but up 36.53% year on year, signaling continued momentum in its notebook and...

Wednesday 6 May 2026

Flex jumps on 2027 outlook beat, AI data-center unit spinoff plan

Flex shares rose 13% in after-hours trading on May 5 after the electronics manufacturing services (EMS) provider forecast fiscal 2027...

Wednesday 6 May 2026

AMD lifts outlook as AI demand fuels data center growth

On May 5, AMD reported first-quarter 2026 results that exceeded expectations, supported by strong demand for artificial intelligence (AI) infrastructure, according to company data...

Tuesday 5 May 2026

Memory crunch widens Apple-Android AP divide; agentic AI eyed as next catalyst

DIGITIMES Research has released its latest forecast for smartphone application processor (AP) shipments, revealing a divergence between Apple and the Android ecosystem as the market...

Tuesday 5 May 2026

MediaTek ASIC surge puts 60% revenue share within reach

MediaTek raised its outlook for its application-specific integrated circuit (ASIC) business during its first-quarter 2026 earnings call, signaling stronger growth prospects and sending...

Tuesday 5 May 2026

SK Hynix disputes report on M15X memory investment shift

SK Hynix disputed reports that it is considering shifting DRAM investment at its new M15X memory production base in Cheongju, South Korea,...

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