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    AI chip demand drives pc memory shortage, prices to rise by 20% in 2026
    Dec 3, 19:00
    Chinese tablet brands dominate with nearly 80% market share as Apple faces sharp decline in China
    Dec 3, 19:00
    Commentary: InnoScience emerges as key local player in GaN market through partnership with Onsemi
    Dec 3, 19:00
    Lenovo's ISG group major layoffs in Shanghai sparks controversy
    Dec 3, 19:00
    Nvidia's strategic US$2 billion investment in Synopsys advances AI-driven chip design
    Dec 3, 19:00
    Samsung and SK Hynix align DRAM production strategies for 2026
    Dec 3, 19:00
    NEWS TAGGED FORECAST
    Wednesday 3 December 2025
    Global smartphone industry, 3Q 2025

    Introduction

    Tuesday 2 December 2025
    AI drives Samsung's 2026 operating profit toward KRW100T
    Artificial intelligence (AI) is fueling a DRAM supercycle, prompting South Korean securities firms to continuously raise their forecasts for Samsung Electronics' operating profit...
    Monday 1 December 2025
    A coming quantum shock? Pat Gelsinger says AI's GPU era is nearing its end
    In a recent interview with the Financial Times, former Intel CEO Pat Gelsinger delivered a bold forecast: quantum computing could reach mainstream...
    Monday 24 November 2025
    Display demand is rising—but OLED’s climb puts LCD makers on edge
    The global display panel market is forecast to expand to US$131.5 billion by 2026, despite significant changes in the industry landscape. While overall output and value are rising,...
    Friday 21 November 2025
    Huawei lifts Shenzhen to China's No. 2 chip design hub

    China's latest IC design forecast projects Shenzhen's chip design revenue will reach CNY204.23 billion (approx. US$28.7 billion) in 2025,...

    Thursday 20 November 2025
    Nvidia’s 3Q FY26 blowout challenges talk of an AI bubble
    Nvidia delivered another quarter of rapid growth in the third quarter of fiscal year 2026, with sales jumping 62.49% on soaring AI-related demand. Data center revenue led the performance,...
    Tuesday 18 November 2025
    South Korea's OLED giants forecast a strong 2025 on rising TV and monitor demand

    The outlook for South Korea's two major display makers—LG Display (LGD) and Samsung Display (SDC)—is strengthening as both...

    Sunday 16 November 2025
    Taiwan supply chain chases AI growth after missing initial wave
    Benefiting from the artificial intelligence (AI) boom driving strong semiconductor and server exports, Taiwan's economic growth forecast for 2025 has been revised up to 5.94% by the...
    Friday 14 November 2025
    Applied Materials faces sharp China retreat in 2026, but AI workloads keep the upgrade cycle alive
    Applied Materials reported US$6.8 billion in revenue for the quarter ended October 26 in FY25, a 3% year-over-year decline but still ahead of the US$6.68 billion market forecast....
    Tuesday 11 November 2025
    Sony raises annual forecast on yen slide, image sensor surge, and Demon Slayer windfall

    Sony Group lifted its operating profit forecast for fiscal 2025 to JPY1.43 trillion (approx. US$9.3 billion) from JPY1.33 trillion, beating...

    Thursday 6 November 2025
    Nintendo lifts FY25 forecast as Switch 2 sales surge, but hardware margins drag operating profit
    Nintendo has revised its sales forecast for the Switch 2 console for fiscal year 2025 (April 2025 to March 2026), projecting significantly higher overall performance. However, because...
    Thursday 6 November 2025
    Arm raises forecast after record quarter fueled by soaring AI demand
    Arm Holdings raised its revenue outlook on Nov. 5 after posting record quarterly results, citing a broad-based surge in demand for its technology driven by artificial intelligence.
    Wednesday 5 November 2025
    WT Microelectronics navigates Nexperia supply disruption with alternative sourcing
    As the Nexperia dispute continues, WT Microelectronics chairman Eric Cheng acknowledged that recent deliveries have been less stable. In response, the company has been helping customers...
    Wednesday 5 November 2025
    Nintendo raises global sales forecast for Switch 2 following strong early performance
    Nintendo has increased its global sales forecast for the Nintendo Switch 2 to 19 million units for fiscal 2025, marking a significant rise from its initial target of 15 million units...
    Wednesday 5 November 2025
    Supermicro’s fiscal 1Q results show strain beneath the AI surge
    On November 4, Supermicro reported lower revenue and profit for the fiscal first quarter of 2026 as gross margin narrowed sharply, signaling persistent cost and pricing pressures...
    1/7 pages
    Research Report Database
    BIZ FOCUS
    Nov 26, 08:00
    Facing the rise of AI, how does Global Instrument Technology leverage Chunghwa Telecom's IDC for the manufacturing industry's AI-driven transformation
    Wednesday 26 November 2025
    GaNrich Delivers Portfolio from 40V to 1200V For the Data Center HVDC Architecture
    Wednesday 26 November 2025
    Smart dining transformation accelerates: ASUS IoT IoRT solutions enhance operational efficiency in chain restaurants
    Tuesday 25 November 2025
    ASUS IoT AISEHS raises intelligent security standards, helping semiconductor industry move from passive to active protection
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