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NEWS TAGGED FORECAST
Monday 9 June 2025
Apple's iPhone 17 could see price hike as tariff pressures mount, global smartphone outlook dims
As Apple prepares to unveil its highly anticipated iPhone 17 series in the fall of 2025, rumors of a price increase have begun to surface. Market research firm Counterpoint Research...
Tuesday 3 June 2025
Global smartphones, 1Q 2025

Introduction

Monday 2 June 2025
Nvidia sees US$8B revenue shortfall as China sales crater, turns to Shanghai R&D for strategic hold
Nvidia revealed on May 29 its fiscal 2026 second-quarter revenue forecast of US$45 billion, with a margin of error of plus or minus 2%.
Monday 2 June 2025
Nvidia revenue jumps 69% despite China chip ban costs
Nvidia reported first-quarter 2025 revenue of US$44.1 billion, a 69% year-over-year increase that exceeded guidance of US$43 billion, even as export restrictions on H20 chips forced...
Wednesday 28 May 2025
Taiwan's AI, semiconductor strength shields economy from tariff risks, spurs 2025 growth forecast upgrades
Despite concerns over US President Donald Trump's tariff policies, international demand for Taiwan's AI and semiconductor sectors remains resilient, reinforcing the island's status...
Friday 9 May 2025
BMW predicts US auto tariff increases will be temporary
Due to the uncertainties caused by US President Donald Trump's tariffs on cars and components, many European and American automakers have withdrawn their 2025 sales and financial...
Thursday 8 May 2025
Fingerprint-first future: Elan Microelectronics steers into AI PCs, premium touch solutions
Elan Microelectronics Corp., a leading provider of notebook touch controller ICs, shared its latest financial results and operational updates during an investor briefing, while previewing...
Wednesday 7 May 2025
Hopper-to-Blackwell shift dents Supermicro's Q3, but recovery seen ahead
On May 6, Supermicro reported fiscal third quarter 2025 net revenue of US$4.6 billion, falling short of its initial forecast as customers paused purchases to evaluate the upcoming...
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...