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NEWS TAGGED FORECAST
Friday 27 June 2025
Nissan forecasts deep loss, signals restructuring amid US tariff impact
Nissan Motor Co. has projected a substantial operating loss of JPY200 billion (US$1.377 billion) for the April–June quarter of fiscal 2025, far exceeding market expectations...
Friday 20 June 2025
Switch 2 shifts to Samsung as Nvidia pressures TSMC on pricing
Nintendo's long-awaited Switch 2 officially launched on June 5 and has sold like hotcakes across Japan, South Korea, the US, and other key markets. Strong sales momentum has reportedly...
Thursday 19 June 2025
Jabil lifts full-year outlook on soaring data center demand fueled by AI boom
Jabil, a leading electronics components manufacturer, raised its full-year profit and revenue forecast on Tuesday, citing robust demand for infrastructure services tied to data cen...
Tuesday 17 June 2025
India to command 20% of global smartphone output in 2025 as shipments to US surge amid tariff
Counterpoint Research forecasts that India will account for one-fifth of global smartphone manufacturing output in 2025, driven by rising exports from major brands like Apple and...
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...