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NEWS TAGGED FORECAST
Monday 23 March 2026
Taiwan central bank revise 2027 GDP growth upward
Taiwan's central bank sharply raised its 2026 GDP forecast to 7.28%, citing substantial capex from international cloud service providers and aggressive investment expansion by domestic...
Monday 23 March 2026
Netronix expects momentum from color e-readers, displays, and subsidiaries to carry into 2026
Netronix said it expects revenue and profits to continue to climb into 2026 after peaking in 2025, driven by e-book readers, digital advertising displays, and contributions from subsidiaries...
Friday 20 March 2026
Lynas's samarium oxide debut in Malaysia strengthens supply chain alternative to China
Lynas Rare Earths has achieved first production of samarium oxide at Lynas Malaysia, expanding its range of separated heavy rare earth oxides to three and reinforcing its status as...
Wednesday 18 March 2026
Taiwan on track to outpace China's growth again in 2026
Driven by US President Donald Trump's push for American reindustrialization and efforts to shift industries away from China through high tariffs, Taiwan's economy is set to outpace...
Tuesday 17 March 2026
Nvidia's US$1 trillion sales projection sparks debate over AI demand outlook
Views from analysts and media on Nvidia's outlook for US$1 trillion in cumulative revenue by 2027 are mixed, with some seeing the projection as evidence of sustained demand for artificial...
Monday 16 March 2026
Interview: Filtronic wins SpaceX contract, looks to Taiwan for next partnerships
In August 2025, Filtronic secured a GBP47.3 million (US$63.2 million) contract from SpaceX — one of the company's largest equipment orders — to supply next-generation GaN...
Friday 13 March 2026
In an age of AI and Trump, even supercomputers can't tell us what comes next
James C. Liao, president of Academia Sinica — Taiwan's foremost government-funded research institution and the country's equivalent of a national academy of sciences —...
Thursday 5 March 2026
Global smartphone industry, 4Q 2025

Introduction

Wednesday 4 March 2026
uPI Semi warns of tight PMIC supply amid wafer price hikes and AI server demand
Power management IC (PMIC) designer uPI Semi has forecast a widespread shortage in power IC supply throughout 2026, driven by surging demand from AI servers requiring high-performance,...
Monday 2 March 2026
Nvidia confirms liquid cooling as standard, boosting supply chain revenue outlook
Nvidia delivered a strong fourth quarter fiscal year 2026 earnings report and issued an optimistic forecast, driven by robust sales of its GB architecture AI servers. Notably, liquid...
Friday 27 February 2026
Lite-on doubles down on AI power as consumer markets dim
Lite‑on Technology reported strong 2025 operational results and forecast sustained double‑digit quarterly growth for 2026, while flagging consumer and ICT demand headwinds...
Friday 13 February 2026
TSMC and memory makers boost capex to offset China export restrictions impact
TSMC raised its 2026 capital expenditure forecast to US$52-56 billion, driving strong demand in the global semiconductor supply chain amid AI growth. Memory giants SK Hynix, Micron,...
Thursday 12 February 2026
Cisco revenue beats expectations, but margin outlook pressured by rising memory costs

Cisco Systems forecast quarterly gross margins below market expectations, citing higher memory chip costs. The weaker margin outlook overshadowed...

Thursday 5 February 2026
Renesas posts first annual loss in six years as 1Q26 margin rebounds to 32%
Renesas Electronics forecast a sharp improvement in profitability for the January to March quarter as growth in data center and other industrial infrastructure demand offsets weakness...
Thursday 5 February 2026
Flex tops fiscal 3Q26 guidance, lifts full-year outlook

EMS provider Flex reported fiscal third-quarter 2026 results that exceeded its guidance and raised its full-year forecast, citing continued...