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NEWS TAGGED FORECAST
Tuesday 5 November 2024
Meta ups investment in AI and XR despite rising losses, eyes 2025 growth
Meta Platforms has raised its 2024 capex forecast to between US$38 billion and US$40 billion, slightly above its earlier projection of US$37 billion to US$40 billion. This adjustment...
Wednesday 30 October 2024
Coretronic lowers 4Q24 shipment outlook amid weak demand through 2025
Coretronic has lowered its 2024 full-year shipment forecast for two major product lines due to delayed mass production of monitor products and lower-than-expected demand from sports-related...
Friday 18 October 2024
AI demand is substantial and intense, says TSMC CEO
Chip demand for AI is substantial and intense, according to TSMC chairman and CEO C. C. Wei. TSMC's revenue from AI server chips is forecast to increase by over threefold in 2024...
Thursday 17 October 2024
TSMC reports soaring profits in 3Q24, US$23.5 billion earned in the first three quarters
TSMC announced its financial results for the third quarter of 2024 on October 17th, reporting consolidated revenue of NT$759.69 billion (approx. US$23.5 billion) and a net profit...
Thursday 17 October 2024
ASML slashes 2025 forecast as chip industry adjusts to post-pandemic realities
ASML's significant decline in net bookings indicates the semiconductor industry's adaptation to post-pandemic market conditions, which were previously disrupted by global chip supply...
Wednesday 16 October 2024
Samsung ramps up Galaxy S25 launch, set to stock 22 million units by June 2025
Samsung Electronics is set to launch its flagship smartphone Galaxy S25 series in early 2025, with plans to produce approximately 22 million units by June 2025.
Tuesday 24 September 2024
AI boom overshadowed by weak consumer IT demand for Samsung and SK Hynix
South Korean semiconductor giants Samsung Electronics and SK Hynix are facing a more cautious outlook for the third quarter of 2024 as demand for AI server chips surges. Recent downgrades...
Tuesday 10 September 2024
Global smartphones, 2Q 2024

Introduction

Tuesday 10 September 2024
TSMC on track for 3Q24 sales forecast
TSMC reported that August revenue decreased by 2.4% sequentially, but increased by 33% year-on-year. This would allow the pure-play foundry to meet its sales forecast for the third...
Thursday 15 August 2024
TSMC CoWoS production capacity to grow over 50% CAGR through 2028
TSMC's production capacity for CoWoS packaging is forecast to grow at a CAGR of more than 50% from 2023 to 2028, according to DIGITIMES Research.
Wednesday 14 August 2024
Automotive chips experience demand slump
The automotive chip market has been in the doldrums of late, with major European and American IDMs and Taiwanese IC design firms alike anticipating a gloomy forecast for the third...
Wednesday 14 August 2024
EV market outlook optimistic despite short-term fluctuations
The slowdown in the global EV market has affected many companies that have previously benefitted from EV trends. As an example, during its recent earnings call, Delta Electronics...
Monday 5 August 2024
Eyeing surging demand for AI accelerator testing, Advantest revises upward financial guidance
Advantest has significantly raised its profit forecast for the current fiscal year.
Friday 2 August 2024
AMD boosts AI data center GPU revenue forecast to US$4.5 billion amid surging demand
AMD has further raised its full-year revenue forecast for AI data center GPUs to US$4.5 billion, underscoring the surging demand for computing power driven by generative AI. The chipmaker...
Wednesday 31 July 2024
PC replacement demand is unlikely until 2025, says Realtek
In its market forecast for the third quarter of 2024, Realtek anticipates significant contributions from the network communications and automotive sectors in the second half of the...