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NEWS TAGGED FORECAST
Saturday 3 May 2025
Murata braces for 8-year profit nadir as smartphone, auto headwinds mount
Murata Manufacturing anticipates its profit for fiscal year 2025 (April 2025 to March 2026) to hit an eight-year low, citing stagnant demand for smartphones and automotive components,...
Wednesday 30 April 2025
TSMC's AI chip plans remain on track; CoWoS capacity to double in 2025
TSMC's advanced packaging capacity for artificial intelligence (AI) chips remains within forecast ranges for 2025, contrary to recent market speculation about order reductions from...
Tuesday 29 April 2025
iPhone 17 stocking begins: 10% YoY shipment decline estimated
The Trump administration's aggressive and unpredictable tariff policies have cast a shadow over economic development. Apple's supply chain revealed that the company recently completed...
Friday 25 April 2025
Parade foresees robust Q2 amid tariff uncertainties, bullish on AI PC growth
Parade Technologies, a leading high-speed interface IC supplier, projects a resilient second quarter of 2025, with demand poised to match the vigor of the first quarter. The company's...
Friday 25 April 2025
STMicro offers rosy outlook, but guidance clouds persist amid tariff uncertainty

STMicroelectronics offered a better-than-expected revenue forecast for the second quarter, suggesting a potential recovery...

Wednesday 23 April 2025
Tesla reports sharp profit decline, withdraws annual sales forecast amid tariff, supply chain pressures
Tesla's steep profit decline and withdrawal of its 2025 sales forecast mark a major turning point for the EV giant, underscoring mounting pressures from tariffs, supply chain constraints,...
Friday 18 April 2025
7 key things TSMC CEO CC Wei revealed about AI, US expansion, and tariff risks
TSMC delivered a strong first-quarter 2025 earnings call, raising its full-year revenue forecast and reinforcing its position as a key player in the AI-driven chipmaking boom. The...
Thursday 10 April 2025
TSMC's March revenue jumps, but tariff risks cloud outlook
TSMC's March revenue surged, yet future forecasts face uncertainties. Potential US tariffs and a possible US$1 billion fine for export violations raise concerns despite strong AI...
Wednesday 9 April 2025
Trump's tariffs ignite widespread concern as TSMC lowers financial forecast
The reciprocal tariffs will take effect on April 9, 2025, with the Trump administration. Currently, there seems to be little chance for other countries to reverse this trend. Although...
Wednesday 9 April 2025
Micron lifts HBM market forecast as Nvidia B300 shipments loom
At its GTC event in March, Nvidia unveiled the B300 and GB300 AI accelerators, both scheduled for a mid-2025 release. The GB300, featuring significantly higher performance and power...
Saturday 29 March 2025
Global fab equipment spending to surge 18% in 2026, says SEMI
Global investment in front-end fab equipment is projected to increase by 2% year over year to US$110 billion in 2025, marking the sixth consecutive year of growth since 2020, according...
Friday 21 March 2025
Taiwan central bank lowers 2025 growth forecast to 3.05%
Taiwan's central bank has lowered the country's economic growth outlook for 2025 to 3.05%, with the persistently strong demand for AI and other emerging technology applications continuing...
Tuesday 4 March 2025
Tong Hsing upbeat about optical communications segment, but automotive market outlook remains uncertain
Tong Hsing Electronic, a semiconductor packaging service and substrate provider, has forecast a mid single-digit quarter-over-quarter decline in revenue for the first quarter of 2025...
Friday 28 February 2025
Chinese smartphone brands enjoyed growth in 4Q24 before a close to 10% decline in 1Q25, says DIGITIMES
With non-Chinese markets entering their traditional off-season and the Chinese market lacking a nationwide shopping promotion event, overall smartphone shipments by Chinese brands...
Monday 17 February 2025
Shibaura forms committee to evaluate Yageo's tender offer
Japan-based Shibaura Electronics, a global leader in negative temperature coefficient (NTC) thermistor manufacturing, has established a special committee to evaluate a tender offer...