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NEWS TAGGED OUTLOOK
Friday 18 October 2024
ASML faces headwinds: Samsung's delays in wafer investment slashes EUV demand
ASML is under scrutiny amid a sharp drop in equipment orders and a gloomy sales outlook for 2025. The slump is tied to declining sales in China and setbacks faced by major client...
Friday 18 October 2024
ASML, TSMC earnings reveal 2025 chip demand likely to mirror 2024 patterns
ASML and TSMC recently released their latest financial results, revealing contrasting performances but converging on a shared outlook for the semiconductor sector. TSMC reported strong...
Friday 18 October 2024
Mixed smartphone outlook for Apple and competitors
The outlook for Apple's iPhone and competitors' smartphones may be mixed, but Largan Precision, a leading phone camera lens supplier, remains conservative about the overall market.
Thursday 17 October 2024
Passive components supply chain upbeat about 2025 thanks to AI boom
Taiwan's passive components supply chain is anticipating a favorable market outlook for 2025 as a result of the demand generated by AI device applications, according to industry so...
Thursday 17 October 2024
ASML's 3Q24 miss: Intel, Samsung's order cuts deal a heavy blow to bookings as TSMC gains
ASML, a leader in producing the world's most advanced chipmaking tools like High-NA EUV machines, unexpectedly released its latest financial report early. The report revealed a weaker-than-expected...
Wednesday 16 October 2024
TsangYow sees growth from AM market recovery; Malaysia plant set for 2027 launch
TsangYow, a major transmission system manufacturer, is experiencing positive growth due to the recovery of the aftermarket (AM) component market. The company's monthly revenue continues...
Tuesday 15 October 2024
TSMC outlook and key client orders to garner focus at upcoming investor meeting
TSMC will hold an investor meeting on October 17 to review the company's business and market projections, as well as updates on its capital expenditure strategy for the current yea...
Friday 11 October 2024
2025 DRAM outlook: Samsung, SK Hynix adopt diverging expansion strategies
As general DRAM prices decline, recent forecasts indicate a divergence in the DRAM expansion strategies of Samsung Electronics (Samsung) and SK Hynix for 2025. Samsung plans on reducing...
Tuesday 8 October 2024
IRA sparks opportunity for Taiwan's energy storage industry amid domestic hurdles
Taiwan's energy storage market is experiencing turbulence as several recent projects have been paused, raising concerns among local players about future growth. However, international...
Tuesday 8 October 2024
AUO eyes US and EU for solar expansion, power plant investment to remain domestic
The drop of Taiwan's solar field development volume in 2024 has sent ripples into AUO's expected installation volume of 2025 and 2026. However such outlook did not stop the firm's...
Wednesday 2 October 2024
Inventec eyes potential new opportunities following AMD's acquisition of ZT Systems
Inventec Chairman Li-Cheng Yeh has expressed optimism about AMD's acquisition of ZT, viewing it as an opportunity for Inventec to potentially engage directly with customers in the...
Wednesday 2 October 2024
Supply chain cautious about auto market outlook for 4Q24
Industry sources anticipate that the automotive sector will stay stagnant in the fourth quarter of 2024 and remain cautious about prospects in the face of unfavorable macro develop...
Tuesday 1 October 2024
Taiwan automotive suppliers maintain optimism for 4Q24
With stable sales of gasoline and hybrid vehicles throughout the year, the impact of slowing electric vehicle growth has been mitigated. Most automotive component suppliers maintain...
Thursday 26 September 2024
Micron eyes production boost amid Samsung's HBM entry and Chinese rivalry
Despite a positive outlook for the memory market, driven largely by data centers, Micron anticipates Samsung Electronics' entry into the HBM market and is shifting toward higher-value...
Thursday 26 September 2024
Micron nearly doubles sales on AI surge, targets over 30% capex-to-sales ratio
Micron Technology's sales have nearly doubled year-over-year, driven by strong artificial intelligence (AI) demand, leading to a profitable fourth quarter of fiscal 2024. The company...