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NEWS TAGGED FORECAST
Wednesday 8 July 2026
Novatek beats second-quarter revenue guidance on strong customer stockpiling
Novatek reported June revenue of NT$10.023 billion, up 6.48% from the previous month and 18.96% from a year earlier, pushing second-quarter revenue to NT$28.66 billion. The chip designer's...
Wednesday 8 July 2026
ELAN revenue hit the top of forecast as notebook and AI products gained traction
ELAN reported June 2026 revenue of NT$1.059 billion, up 5.48% from the prior month and 7.13% from a year earlier. The Taiwanese chip maker said second-quarter 2026 revenue reached...
Wednesday 8 July 2026
Inspur forecasts sharp first-half profit growth
Inspur Industry said its first-half profit is likely to rise sharply in 2026, reflecting stronger demand and improved execution as investors monitor developments across China's technology...
Tuesday 7 July 2026
Sercomm posts record second-quarter revenue as AI boosts broadband demand

Sercomm reported record June 2026 revenue of NT$7.27 billion, up 12.2% from May and 70.8% from a year earlier, as AI-related network...

Monday 6 July 2026
Apple's foldable phone could lift foldable market momentum
Apple's first foldable phone is expected to sharpen competition with Samsung Electronics and Huawei, boost global shipments, and lift average selling prices. The device has yet to...
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