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NEWS TAGGED OUTLOOK
Tuesday 17 December 2024
IC designers uncertain about PC demand in 2025
According to industry sources, the PC market should see some replacement demand in 2025, but visibility remains low for IC design houses despite the hype about AI devices.
Thursday 12 December 2024
Nokia sees 6G and AI reshaping telecom landscape by 2030
Nokia laid out an ambitious roadmap for 6G development and network innovation at a recent Taiwan event, forecasting explosive growth in bandwidth demand and a shift toward AI-driven...
Wednesday 11 December 2024
MediaTek's November revenue shines with full-year revenue set to reach NT$500 billion
MediaTek has announced its revenue performance for November, reporting a monthly revenue of NT$45.242 billion (approx. US$1.391 billion), which represents an 11.49% decrease from...
Wednesday 11 December 2024
Pegatron sees November revenue drop 10.58%, forecasts Q4 annual peak
Pegatron reported a November revenue of NT$105.758 billion (US$3.35 billion), reflecting a 10.58% decline from the previous month and a 9.44% decrease compared to the same period...
Tuesday 10 December 2024
Market recovery remains uncertain despite automotive and industrial chip potential
Major semiconductor manufacturers are maintaining their long-term optimistic outlook on automotive and industrial control chips, driven by continuing technological innovation. However,...
Friday 6 December 2024
NXP foresees strong growth in EV market as new players drive innovation
NXP Semiconductors maintains an optimistic outlook for the electric vehicle market, emphasizing that new entrants in the automotive manufacturing industry are driving market expansion...
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
Shinkong diversifies amid European auto slump, eyes AI server opportunities
Shinkong Synthetic Fibers continues to navigate through Europe's prolonged automotive market downturn by implementing proactive diversification strategies and making a strategic entry...
Friday 29 November 2024
LCD panel stockpiling drives TDDI chip demand for midrange phones
As inventory stockpiling of midrange and entry-level smartphone panels increases, the demand outlook for LCD TDDI chips shows promise, according to industry sources.
Thursday 28 November 2024
Topco anticipates rising demand for AI servers but a bleak automotive outlook
Topco Technologies, which distributes silicone and other chemical materials, is optimistic about demand for AI servers, but the outlook for the automotive sector is bleak.
Wednesday 27 November 2024
China's auto semiconductor growth driven by electrification and smart tech
Global IDM leader Onsemi announced a cautious outlook for the semiconductor market in its third-quarter 2024 financial report. CEO Hassane El-Khoury tempered expectations for 2025...
Monday 25 November 2024
Qualcomm aims to triple non-mobile revenue by fiscal 2029
At its 2024 Investor Day, Qualcomm unveiled its latest five-year outlook, highlighting growth expectations for automotive and PC sectors as part of its non-mobile market expansion...
Friday 22 November 2024
ESMT struggles with inventory backlogs, projects weak early 2025 market
Elite Semiconductor Microelectronics Technology Inc. (ESMT) expected a rebound in the memory market in the second half of 2024, driving an increase in wafer production. However, demand...
Friday 22 November 2024
IC design firms bullish on 2025, but 1Q25 outlook remains uncertain
A consensus has emerged among IC design companies during recent earnings calls, with all players expressing positive evaluations for their 2025 outlook. Growth momentum is widely...
Thursday 21 November 2024
IC design houses see Chinese government subsidies stimulate demand
Chinese government subsidies successfully drove electronics sales during Single's Day shopping events, according to sources at IC design houses. However, concerns have emerged that...