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    NEWS TAGGED FORECAST
    Friday 19 September 2025
    Domestic AI chips forecast to capture over half of China's market by 2027
    Once confined to gaming arcades, GPUs have transformed into the lifeblood of the AI revolution. Nvidia, the undisputed industry titan, wields what many call the "golden shovel" in...
    Tuesday 16 September 2025
    China builds, Meta sells, Taiwan waits: the fault lines in AI smart glasses
    AI-powered smart glasses are gaining momentum, yet analysts expect Meta to dominate the market until at least 2027, as Apple and Google's competing devices remain in development....
    Friday 22 August 2025
    Qisda eyes second-half rebound but flags tariff and currency headwinds

    Qisda forecast a modest recovery in the second half of 2025 but warned profits remain uncertain amid tariff and currency headwinds. The...

    Friday 22 August 2025
    Global automation enters next phase: AI reshapes factories, services, and jobs
    Nvidia and Microsoft are at the forefront of this transition. At the China Chain Expo, Nvidia CEO Jensen Huang forecast that robotic systems would define the next phase of AI, with...
    Friday 15 August 2025
    Applied Materials warns of $500M China sales drop in Q4 FY 2025
    Applied Materials reported strong third-quarter fiscal 2025 results, but warned that revenue and profit will decline sequentially in the fourth quarter as the company navigates a...
    Tuesday 12 August 2025
    Micron raises outlook on strong DRAM pricing, AI demand
    Micron Technology has lifted its guidance for the fourth quarter of fiscal 2025, citing improved memory pricing and robust execution, particularly in its DRAM business. The revised...
    Friday 8 August 2025
    Sony raises annual forecast despite 100% tariff risk
    Despite the ongoing threat of new US tariffs on semiconductors, Sony Group has raised its financial forecast for fiscal year 2025. Media outlets, including Bloomberg and...
    Wednesday 6 August 2025
    Infineon Technologies AG optimistic about semiconductor market outlook, raises 2025 fiscal year performance forecast
    Infineon Technologies AG, the German semiconductor manufacturer, reported flat revenue and lower net profits for the third quarter of fiscal year 2025 compared to last year. Despite...
    Saturday 2 August 2025
    Tokyo Electron cuts profit forecast amid weaker semiconductor equipment demand and China slowdown
    On July 31, 2025, Tokyo Electron (TEL) revised its operating profit forecast for the fiscal year ending March 2026 to JPY570 billion (US$3.83 billion), an 18% decline from the previous...
    Friday 1 August 2025
    Murata's MLCC shipments remain strong in Taiwan despite price wars with Chinese manufacturers
    Murata released its financial results for the second quarter of 2025, reporting consolidated operating profit of JPY61.6 billion (US$414.5 million), down 7.2% year-over-year; net...
    Thursday 31 July 2025
    Lam Research sees strong start to FY26 on AI chip boom
    Lam Research reported fourth-quarter earnings for its fiscal year ending June 29, 2025, that exceeded analyst expectations, driven by increased demand for equipment used in the production...
    Thursday 31 July 2025
    MediaTek's product engine hums; 3Q forecast shows cracks from FX drag, front-loaded demand
    MediaTek reported solid second quarter 2024 performance during its July 30 earnings call, with CEO Rick Tsai highlighting strong demand for edge AI system-on-chips (SoCs) and high-speed...
    Thursday 31 July 2025
    Qualcomm posts solid Q3, but Apple warning clouds outlook
    On July 30, Qualcomm reported a 10% year-on-year increase in revenue for its fiscal third quarter, driven by strong growth in IoT and automotive segments. However, its mixed outlook...
    Thursday 31 July 2025
    MediaTek defies exchange headwinds with strong 2Q25 beat
    MediaTek reported its second-quarter 2025 earnings on July 30, with revenue landing near the top end of guidance and gross margin beating expectations, despite adverse foreign exchange...
    Tuesday 29 July 2025
    Celestica surges in late trading as 2Q25 earnings top forecasts and guidance rises

    Celestica, a key global provider of hardware design, manufacturing, and supply chain solutions, reported strong second-quarter results...

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    Research Report Database
    BIZ FOCUS
    Sep 9, 12:48
    Meet ADLINK's cExpress-R8: The compact solution to demanding and diverse industrial workloads
    Friday 12 September 2025
    SK hynix Completes World's First HBM4 Development and Readies Mass Production
    Friday 12 September 2025
    OneXPlayer Launched X1 Air 3-in-1 PC, Powered by BIWIN Mini SSD for Next-Gen Edge AI Storage
    Friday 12 September 2025
    WiseLink Announces $10M Bitcoin Allocation as Part of Treasury Strategy in Asia
    Summary of Tech Supply Chain News!