outlook 結果共35筆

Explore the latest weather forecast for Taiwan as Daniel Wu predicts brief showers in the north, cooler temperatures, and a potential tropical disturbance near the Philippines. Stay updated on the changing conditions and prepare for a week of stable, sunny weather with cooler nights.

Chu Chien-meng of the Development Association for Taiwan Tour Guide shares a bleak outlook for Taiwan’s tourism in 2023 due to unresolved political tensions with China and a new ban on group tours. The industry also faces challenges from recent natural disasters and legal issues, despite calls for more open policies to boost tourism and economic growth.

Taiwan’s Consumer Price Index indicates a continued slowdown in inflation with a slight rise in March. The Central Bank revises its inflation forecasts as electricity and living costs surge. The public’s economic outlook remains cautiously optimistic.

The Purchasing Managers’ Index (PMI) for Asian manufacturing in March shows varying recovery rates across the region, with Taiwan’s manufacturing sector on the rise and confidence among Taiwanese businesses reaching a nearly three-year high. Japan also saw improvement, while South Korea and Vietnam experienced contractions. Paul Smith from S&P Global Market Intelligence notes signs of price and supply stabilization supporting a more optimistic outlook for the Asian manufacturing sector.

Read about the latest insights from the 2024 Taiwan Business Leadership Survey by PwC Taiwan. Discover how Taiwanese business leaders are navigating challenges and opportunities in a rapidly changing economic landscape, with a focus on sustainability, competition, and transformation. Gain valuable perspectives on the future outlook and industry-specific trends shaping Taiwan’s business environment.

Goldman Sachs predicts that Taiwan Semiconductor Manufacturing Company (TSMC) will double its CoWoS production capacity by 2025, leading to a raised target price of NT$975. The forecast includes plans for advanced CoWoS packaging plants in Chiayi and potential expansion to Japan. Customer demand for advanced packaging, especially CoWoS, is expected to rise with the adoption of 2-nanometer process technology. Goldman Sachs also revised TSMC’s capital expenditure forecast and profit outlook for major AI companies, reflecting a positive growth trend in the industry.

Stay informed about the upcoming weather in Taiwan as temperatures are expected to rise significantly in the coming days. Meteorologists predict a warming trend with highs reaching up to 34 degrees Celsius. Take precautions against sun exposure and stay updated on the latest forecasts.

Foxconn’s Chairman Liu Young-way announces significant growth for the company due to increased generative Artificial Intelligence (AI) applications. Foxconn’s leading position in the AI server market is highlighted, with plans for growth in GPU module and AI server businesses. The company’s cloud network products are experiencing strong growth, with a focus on electric vehicles as well. Liu’s trip to the U.S. for the Nvidia GTC conference aims to showcase Foxconn’s new collaboration model. Shared prosperity and dedication to profits are emphasized in the company’s philosophy.

Taiwan Semiconductor Manufacturing Company (TSMC) stock price hits record high, pushing market value beyond NT$20 trillion. TSMC’s surge driven by factors like NVIDIA shares increase and Fed Chair Powell’s optimistic outlook. Taiwan Stock Exchange (TWSE) also reaches record high of 20,065.5 points.

Premier Chen Chien-jen addresses potential cash payments to the public in response to economic conditions for 2025 and 2026 during a Legislative Yuan hearing. Discussions highlight the government’s focus on National Health Insurance, labor insurance, and subsidies for Taiwan Power Company, with implications for Taiwan’s social policy and fiscal decisions in the future.

Stay updated on Taiwan’s economic progress as the National Development Council reports a stable outlook for January 2024. Economic indicators show positive trends in production, investment, sales, and finance, signaling continued recovery. Follow the transition from recession to a transitional economy in key sectors, reflecting a promising shift in Taiwan’s economic landscape.

Discover Taiwan’s holiday outlook for 2024! With only two sets of consecutive holidays remaining, find out how this reduction impacts domestic travel and accommodation. Learn how travel providers can capitalize on the upcoming breaks to attract visitors and boost profits.

Supermicro, the U.S.-based server and computer manufacturer, experienced a stock price surge of over 10% during after-hours trading on Jan. 29. This increase followed the release of the company’s financials for the October-December 2023 period, which exceeded market expectations. Supermicro upgraded its full-year revenue outlook for the 2024 fiscal year from US$10-11 billion to US$14.3-14.7 billion. The current quarter’s sales estimate is US$3.7-4.1 billion, with an adjusted earnings per share of US$5.20-US$6.01. Net sales for the company have more than doubled from US$1.8 billion in the same period last year to $3.66 billion, surpassing the market estimate of US$3.42 billion. Supermicro CEO Charles Liang attributed the company’s success to winning new partners and the increasing demand for its optimized AI computer platforms and comprehensive IT solutions.

A citizens’ preference poll conducted by the Taiwan Public Opinion Foundation (TPOF) revealed that 47.3% of respondents were generally pleased with the outcome of the elections, in which the Democratic Progressive Party’s (DPP) candidate won the presidency but failed to secure a majority in the legislature. The poll results, announced by TPOF on Jan. 23, showed a mixed outlook, with 15.3% very pleased, 32% somewhat pleased, 23.4% slightly displeased, and 9.1% not pleased. Additionally, nearly 60% of respondents agreed with the idea of forming a coalition government in the absence of a single party gaining a majority. The survey, conducted from Jan. 15-17 by Focus Survey Research on behalf of TPOF, utilized a dual-frame random sampling design, targeting Taiwanese residents aged 20 and above through 70% landline and 30% mobile calls. The margin of error is 2.98 percentage points with a 95% level of confidence.

According to a survey by the U.S think tank Pew Research Center, Taiwanese residents overwhelmingly identify themselves as Taiwanese rather than Chinese. The survey, conducted between June and September 2023, found that 67% of respondents identified as Taiwanese, while only 3% identified primarily as Chinese. Additionally, 28% considered themselves both Taiwanese and Chinese. These identity categories were reflected in political preferences, with self-identifying Taiwanese more likely to align with the Democratic Progressive Party (DPP). Among residents below 35 years old, 83% identified as purely Taiwanese, and among women, 72% identified as exclusively Taiwanese. Despite this, 40% of respondents still had emotional ties to mainland China, with 11% maintaining strong emotions towards it. The survey also revealed a bearish outlook on China, with 66% of adults perceiving China’s power and influence as a threat. Both DPP and Kuomintang (KMT) voters considered China a major threat to Taiwan, with 78% and 59% respectively. However, KMT supporters were more likely to view the U.S. as a principal threat compared to DPP supporters. In terms of domestic issues, only 10% of KMT supporters were satisfied with the current state of living, compared to 48% of DPP supporters.

Taiwan braces for its January 13 elections, with no party poised for a legislative majority. The race will decide the president and all 113 parliamentary seats, setting the stage for potential cooperation challenges.

TSMC chairman Mark Liu’s upcoming retirement in 2024 has led investment experts to suggest that the semiconductor giant should slow down the progress of its new manufacturing facility in the United States. Industry analyst Jonah Cheng believes that TSMC’s policy direction will remain unchanged under the leadership of chief executive C.C. Wei, who is expected to succeed Liu as chairman. Cheng also proposes maintaining a dual leadership structure to cultivate successors from various backgrounds. Speculation suggests that Liu’s retirement may be linked to potential investment challenges in the company’s U.S. expansion. In response to these challenges, Cheng recommends a deceleration in the construction of TSMC’s second U.S. plant. He also highlights the need to assess the current downturn in the car market and economic outlook before proceeding with the German plant focused on automotive applications. Cheng suggests that the Japanese facility could be an optimal choice due to labor and power shortages in Taiwan, as well as cultural similarities and strong government support from Japan. TSMC’s primary obstacle, according to Cheng, is maintaining its leadership position in the semiconductor industry, especially after surpassing Intel. Additionally, the cyclical nature of the industry and the potential opportunities presented by the rise of artificial intelligence (AI) applications pose further challenges for the company.

A survey by Cathay Financial Holdings reveals a rise in Taiwan’s economic confidence, with the outlook index turning positive and stock market optimism rebounding. The December survey shows that 70% of the population expects the economic growth rate to exceed 2% in 2024, while 55% anticipate the inflation rate to remain above 2%. These expectations differ slightly from projections by the Directorate-General of Budget, Accounting, and Statistics (DGBAS), which forecasts a 3.35% economic growth rate and an inflation rate of 1.64% for 2024. The DGBAS data suggests that people may be more conservative about economic expansion and anticipate higher inflation. Additionally, expectations for salary adjustments have improved compared to 2022, with 45.9% of those surveyed predicting wage increases. Of these, 9.2% believe raises will exceed 3%, and 47.6% expect monthly regular wages to stay the same. Taiwan’s current situation confidence index has climbed from -23.2 in November to -3.0 in December, while the future outlook confidence index has improved from -9.1 to 3.6, signaling growing optimism about Taiwan’s upcoming economic climate.

Discover the latest insights from Taiwan’s job market, including the widening income gap, low salary increase expectations for 2024, and varying pay trends across industries.

Aerospace Industrial Development Corporation (AIDC) President Ma Wan-june announced that the company’s revenue reached NT＄35.8 billion by the end of November 2023. Ma predicts that AIDC’s operations in commercial aviation, defense, and technological services will surpass this year’s figures in 2024. The rebound of the commercial aircraft business has led to a global shortage of aviation parts, benefiting AIDC as it continues to receive inquiries from aviation giants such as Boeing and Airbus. AIDC is also on track to deliver 18 Brave Eagle advanced jet trainers in 2024, indicating strong performance in the military sector. The company met its annual goal by delivering the last four Brave Eagle jets on Tuesday, totaling 17 aircraft deliveries for the year.

Investment trust companies in Taiwan, such as Jih Sun Investment Trust, Yuanta Investment Trust, Allianz Investment Trust, Taishin Investment Trust, First Investment Trust, and Cathay Investment Trust, are currently offering time-limited promotions that waive fund handling fees. These promotions, aimed at taking advantage of a bullish global financial market, include 0% transaction fees for regular savings plans and single payments. By focusing on Taiwan stock funds and funds invested in Vietnam, global industries, technology, and multi-asset classes, these companies are providing investors with opportunities to reduce investment costs. With an estimated profit of NT＄3.4 trillion for Taiwan’s listed companies in 2024, a potential growth of 10% to 20% compared to 2023, and strong performance expected in the fourth quarter, the investment landscape in Taiwan looks promising.

The story discusses the weather conditions in Taipei, Taiwan. Currently, the city is experiencing cool and wet weather due to a passing weather front and the northeast monsoon. Rainfall is expected to decrease, but temperatures will continue to drop. However, a shift in winds is expected to bring some sunshine and warmer temperatures to western Taipei. From Thursday to Friday, a southerly wind will bring warmer air, though morning fog and low clouds are likely. A new cold front arriving on Saturday will cause temperatures to plummet in the north. On Sunday, temperatures in the central and southern parts of Taiwan will dip. There will be a brief respite on Monday and Tuesday with reduced rainfall and slightly higher temperatures. However, another front approaching from the north will bring more rain and colder temperatures. By next Wednesday, conditions will be drier, but nighttime temperatures could drop to around 10 degrees.

Taiwanese distributor Hotai Motor, responsible for TOYOTA and LEXUS, reported a backlog of around 23,400 orders during an earnings call on Dec. 8. Despite an expected slight decrease in sales volume, the outlook remains optimistic. Hotai Motor dominates Taiwan’s auto market with a 33.3% share, as TOYOTA and LEXUS sold a combined total of 144,522 vehicles from January to November. The profit for the first three quarters was driven by the company’s core operations, particularly the more profitable LEXUS brand. With 19,000 pending orders for TOYOTA and 4,400 for LEXUS, the current order book suggests business for the next two months. Hotai Motor’s diversified investees, including Carmax, Hotai Finance, and Hotai Leasing, continue to grow. Hotai Insurance also experienced significant growth, except for the investing channel in China, which was affected by competitive pricing from domestic electric vehicle brands like BYD.

Kaohsiung Mayor Chen Chi-mai expresses confidence in the stability of the legislative and presidential election outlook for Kaohsiung, as it aligns with initial expectations. He emphasizes the need for cooperation between central and local governments and the legislature to promote infrastructure and urban economic development in the southern industrial city. Chen calls on candidates to build trust among voters by presenting positive visions and policies, particularly focusing on providing opportunities for newcomers to engage with the public. Democratic Progressive Party candidates are expected to propose policies for Kaohsiung’s development and Taiwan’s stability to gain public support. Chen highlights the importance of humility and self-reflection for political parties, urging them to acknowledge shortcomings and continue their efforts in areas of success.

The Financial Supervisory Commission (FSC) Chairman, Huang Tien-mu, addressed questions from Kuomintang Legislator Lin Te-fu about Taiwan’s stock market. Huang emphasized the significant role of domestic funds and corporations in driving market momentum, despite the heavy presence of foreign capital. While foreign capital makes up around 40% of the market value, it accounts for only 30% of regular stock volume. Huang stated that this indicates the considerable impact of internal funds and corporations on the market. Huang also highlighted a record inflow of foreign investment in November 2022, with overseas investors injecting over NTD $350 billion into the Taiwanese market. He attributed this surge in foreign investment to cooling inflation rates in the United States and a retreat from the highs of U.S. national debt yields. Huang argued that confidence in Taiwan’s robust economic fundamentals and attractive yield rates has led to increased foreign investment trust in Taiwan’s stocks. He further emphasized that the sustained influx of ’hot money’ into Taiwan indicates substantial interest from both foreign and local investors. This interaction underscores the FSC’s recognition of diverse investment sources in strengthening the Taiwanese stock market and suggests a cautiously optimistic outlook for continued investment in the island’s economic landscape.