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NEWS TAGGED FORECAST
Friday 31 October 2025
Panasonic cuts fiscal 2025 profit forecast amid weak US EV battery market
Panasonic Holdings has revised down its operating profit forecast for fiscal year 2025 by 13.5%, primarily due to reduced profitability in its energy business segment that includes...
Thursday 30 October 2025
Meta’s headset slump clouds short term, but AI glasses point to brighter future
Meta Platforms has projected a year-over-year decline in fourth-quarter revenue for its Reality Labs division, attributing the decrease primarily to the timing of product launches...
Wednesday 22 October 2025
AI boosts Taiwan's economy but challenges balanced growth goals
Taiwan's economy is experiencing a dramatic surge fueled by its dominant position in global semiconductor manufacturing and the artificial intelligence boom. The Chung-Hua Institution...
Monday 20 October 2025
Micron warns DRAM market tightness to worsen through 2026
Micron Technology's executive vice president and chief business officer Sumit Sadana has forecast that the DRAM market will remain extremely tight, with supply-demand imbalances intensifying...
Thursday 16 October 2025
TSMC's gross margin hits 60% in 4Q25 as N2 process set for rapid growth in 2026
TSMC delivered a robust forecast on October 16, projecting its gross margin would climb back to 60% in the fourth quarter and raising its full-year revenue outlook. During an earnings...
Wednesday 8 October 2025
Dell doubles down on AI boom, raises growth forecasts through 2030
Dell has announced a significant upward revision of its revenue and profit growth targets for the next four years, signaling the company's robust confidence in the long-term demand...
Sunday 28 September 2025
Tokyo Electron revises profit outlook amid China sales slowdown and market shifts
Tokyo Electron has revised downward its net profit forecast for the fiscal year ending March 2026, citing a slowdown in Chinese market sales and customer capital expenditure adjustments...
Tuesday 23 September 2025
DevDays Asia 2025 highlights Microsoft's push into AI agent era
Microsoft's CEO Satya Nadella has forecast the onset of an AI agent era that will disrupt existing enterprise applications. While the full impact of this disruption remains forthcoming,...
Sunday 21 September 2025
India’s PC shipments to grow through 2026 while tablet demand proves erratic
India's PC market is projected to continue its steady growth over the next two years, while tablet shipments are expected to remain volatile, according to the latest shipment forecasts,...
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...