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NEWS TAGGED FORECAST
Saturday 3 January 2026
Analysis: Chip boom squeezes device makers as surging component costs threaten margins
The global semiconductor market is projected to reach US$1 trillion as early as 2026, significantly ahead of previous industry forecasts targeting 2030. The World Semiconductor Trade...
Friday 2 January 2026
Foxconn-backed Foxtron outlines 2026 growth plans amid 2025 revenue challenges
Foxtron, backed by Foxconn, held an investor briefing on December 31, 2025, to review recent performance and forecast its strategy amid a cautious market outlook for 2026. Despite...
Friday 26 December 2025
Taiwan economy to grow higher than expected in 2025, but weaken in 2026
Taiwan's economy saw outstanding growth in 2025, emerging as an outlier not just in Asia but also worldwide. In its recently released forecast for 2026, the Institute of Economics...
Monday 22 December 2025
Central bank raises Taiwan's 2025 growth forecast to 7.31%
Taiwan's Central Bank has sharply revised its economic growth forecast for 2025 to 7.31% from the 4.55% projected in September, citing the absence of US semiconductor tariffs under...
Thursday 18 December 2025
Niching targets multi-year vapor chamber upswing, insulates margins against metal costs
Niching Industrial Corp., a supplier of semiconductor packaging and testing materials, said revenue in 2025 is likely to hit a record high, driven by rising cooling demand from AI...
Tuesday 16 December 2025
Smartphone industry faces cost challenges in 2026 amid memory shortages and rising prices
The smartphone industry is facing considerable cost challenges in 2026 amid ongoing memory supply shortages and rising prices. This situation is expected to lead to a 1.6% decrease...
Wednesday 10 December 2025
Novatek turns to ASIC as weak device demand drags November revenue
Novatek posted NT$7.618 billion (US$244 million) in November 2025 revenue, a drop of 3.3% month on month and 7.23% year over year. Revenue for the first eleven months of 2025 came...
Monday 8 December 2025
China expected to surpass Taiwan as second-largest IC design revenue generator by 2026, IDC forecasts
According to IDC's latest forecast, released on December 5, 2025, China is expected to overtake Taiwan, accounting for the world's second-largest integrated circuit (IC) design revenue...
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...