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NEWS TAGGED FORECAST
Wednesday 15 January 2025
Yaskawa Electric revises profit forecast downward as semiconductor demand slips
Japanese robotics giant Yasukawa Electric has revised its fiscal year 2024 consolidated operating profit forecast, projecting a 12.4% year-on-year decline to JPY58 billion (approximately...
Tuesday 14 January 2025
Acer's Asia Pacific operations to grow against trend, says company exec
Uncertainties will cloud the forecast in the Asia Pacific region in 2025, according to Acer's president of Pan-Asia operations Andrew Hou. Even so, the company still expects high...
Thursday 2 January 2025
Kyushu boosts economic forecast from semiconductor investments
Kyushu has raised its assessment of the economic benefits stemming from semiconductor investments spearheaded by TSMC. This adjustment comes as Taiwanese semiconductor suppliers increasingly...
Friday 20 December 2024
Global smartphones, 3Q 2024

Introduction

Thursday 5 December 2024
Intel stands by forecast after CEO exit, vows to be thriftier
Intel, fresh off the abrupt departure of CEO Pat Gelsinger, stuck with its current financial forecast during a presentation Wednesday while also saying it would keep a tight rein...
Wednesday 4 December 2024
WSTS revises upward 2024 semiconductor growth forecast to 19%
The World Semiconductor Trade Statistics (WSTS) has issued an optimistic outlook for the semiconductor industry, revising its 2024 predictions upward. The forecast anticipates a robust...
Tuesday 3 December 2024
Nvidia and Tesla set to challenge IDMs' dominance in industrial robotics
Both Tesla CEO Elon Musk and Nvidia CEO Jensen Huang consider humanoid robots to be the ultimate chapter in AI development. According to a Goldman Sachs research forecast for the...
Thursday 28 November 2024
Quanta eyes bright future in edge AI with focus on personalized data training
Quanta Executive VP Alan Tsai projected that within the next one to two years, AI will become as seamlessly integrated into daily life as the internet, no longer perceived as a distinct...
Thursday 21 November 2024
Nvidia outpaces revenue estimates with strong data center growth amid mixed analyst reactions
Nvidia issued a revenue forecast that fell short of the most optimistic projections, hinting at potential limits to its rapid growth. Despite this tempered outlook, the company's...
Wednesday 13 November 2024
TEL benefits from AI demand; revenue share from China projected to decline
Investment demand for chips used in generative AI is benefiting several Japanese semiconductor equipment manufacturers, with Tokyo Electron (TEL) raising its full-year profit outlo...
Thursday 7 November 2024
ASML expects China revenue to drop to 20% in 2025
The Trump administration first imposed export restrictions on semiconductor equipment to China in 2019, targeting ASML's EUV lithography machines. The Biden administration has since...
Thursday 7 November 2024
Arm sees 2Q25 growth on smartphone recovery and AI momentum
Arm has reported better-than-expected revenue driven by strong licensing and royalty performance. The company saw a 40% year-over-year increase in smartphone royalty revenue, while...
Thursday 7 November 2024
Qualcomm surpasses expectations with strong 4QFY24 driven by handset gains, boosted by 40% growth in China OEMs
Boosted by the recovering Chinese market, Qualcomm recorded better-than-expected sales and issued an optimistic sales forecast for the current period, highlighting promising trends...
Wednesday 6 November 2024
Ibiden and Shinko Electric optimistic about AI, but standard server demand remains weak
Japanese IC substrate manufacturer Ibiden has lowered its overall performance forecast for the fiscal year 2024 (April 2024 to March 2025). Similarly, another IC substrate company,...
Tuesday 5 November 2024
Single's Day and GenAI set to boost year-end smartphone sales amid Apple's slowing growth momentum for 4Q24
While Apple anticipates a slight slowdown in revenue growth for the fourth quarter, industry analysts are optimistic that the Single's Day e-commerce promotion, along with price cuts...