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NEWS TAGGED FORECAST
Thursday 2 July 2026
Android brands continue lowering lower-end smartphone shipment forecasts as pressure mounts on chip suppliers
The smartphone market's traditional peak season in the second half of 2026 remains under close watch. However, Android smartphone vendors—particularly Chinese brands—have...
Thursday 2 July 2026
Ericsson says AI demand is accelerating 5G SA and FWA deployment
Ericsson Taiwan president David Chou said the rapid expansion of AI applications and sustained enterprise investment in cloud computing are making mobile networks a critical layer...
Thursday 2 July 2026
Hotai Motor trims Taiwan auto market outlook but keeps 2026 sales target
Hotai Motor has cut its 2026 Taiwan auto market forecast, signaling softer demand may linger after tariff-related weakness in the first half. The move matters beyond Taiwan because...
Wednesday 1 July 2026
China humanoid robot commercialization accelerates, shipments to reach 50,000 in 2026
China's humanoid robot market is expected to move ahead into the early stages of commercialization. Morgan Stanley recently raised its latest outlook for the country's humanoid robot...
Monday 29 June 2026
Samsung could become HBM market share leader in 2027
Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers...
Thursday 25 June 2026
Micron forecasts stronger AI-driven growth as strategic agreements reshape memory market
On June 24, Micron Technology reported record fiscal third-quarter results and issued a fourth-quarter forecast that significantly exceeded market expectations, reinforcing investor...
Monday 22 June 2026
Taiwan auto parts makers forecast 2H26 recovery as tariff and geopolitical risks ease
Major Taiwan auto parts makers said they expected market conditions to improve in the second half of 2026 as tariff and geopolitical uncertainties eased, executives announced during...
Thursday 18 June 2026
BMW opens Neue Klasse reservations early; car business margin forecast unexpectedly cut in half
Although BMW's Neue Klasse BEV lineup is receiving strong market feedback and demand, it is also facing challenges due to weakness in the Chinese auto market and the conflict in the...
Tuesday 16 June 2026
Western Europe auto output set to fall by one-third by 2030, with Germany hit hardest
Western Europe's auto industry is facing a deeper relocation shock, with passenger car and light commercial vehicle production projected to shrink by about one-third between 2015 and...
Thursday 11 June 2026
Global smartphone industry, 1Q 2026

Introduction

Friday 5 June 2026
Global semiconductor market to hit US$1.5 trillion in 2026 as memory surges 250%, WSTS forecasts
The global semiconductor market is on track to nearly double in 2026, reaching US$1.51 trillion — a 90% year-over-year increase — driven overwhelmingly by an extraordinary...
Thursday 4 June 2026
Apple's MacBook Neo shines amid PC market memory crunch
Global PC shipments are forecast to fall by 11.3% in 2026, as the PC market worldwide suffers under a memory crunch that is not expected to ease until the end of 2027. However, Apple...
Thursday 4 June 2026
Broadcom forecasts strong third-quarter growth, but AI revenue outlook misses elevated expectations
Broadcom reported record second-quarter revenue and raised expectations for the current quarter, but its outlook for artificial intelligence (AI) semiconductor sales fell short of...
Monday 25 May 2026
Physical AI boosts edge demand, lifting IPC order visibility
According to market research firms, the global edge AI market is forecast to post a compound annual growth rate of 26% through 2032, while the overall edge computing market is expected...
Thursday 21 May 2026
Auras Technology raises 2026 revenue outlook as AI-driven liquid cooling demand grows
Auras Technology said strong AI server demand will sustain growth in thermal management through 2028, driving the company to raise its full-year revenue growth forecast for 2026. Executives...