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NEWS TAGGED FORECAST
Tuesday 15 July 2025
China's TPV slips into the red in 1H25 on weak margins, FX headwinds

TPV Technology, a leading manufacturer of smart display terminals, expects to post a net loss of CNY450 million to CNY490 million (approx...

Monday 14 July 2025
MediaTek posts 33-month revenue high in June, meets 2Q25 financial target
MediaTek posted a 33-month revenue high of NT$56.43 billion (approx. US$1.92 billion) in June 2025, up 24.91% from the previous month and 30.96% year over year. Overall revenue in...
Friday 11 July 2025
AI boom offsets EV slump as Disco raises quarterly forecast
Japanese semiconductor equipment maker Disco has revised its financial forecast for the second quarter of 2025, now expecting a consolidated profit of JPY23.7 billion (US$161 million),...
Friday 4 July 2025
Japan's chip tool market to top JPY5 trillion in FY26 amid AI boom
The Japan Semiconductor Equipment Association (SEAJ) has updated its sales forecast for Japanese-made semiconductor manufacturing equipment over the next three fiscal years, projecting...
Tuesday 1 July 2025
Boeing cuts aircraft demand forecast for next 20 years; Airbus remains optimistic
Boeing has revised its forecast for aircraft demand over the next 20 years downward, indicating a possible deceleration in order momentum. Meanwhile, manufacturers of aerospace components...
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...