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NEWS TAGGED OUTLOOK
Tuesday 7 July 2026
Apple foldable to lift OLED TDDI demand

While the overall mobile market outlook for the second half of 2026 is not especially strong, foldable phones are drawing attention...

Tuesday 7 July 2026
Ingenic says DRAM foundry capacity strain won't ease until 2H27
China memory makers are diverging in their outlook as AI demand keeps the global memory market tight. After GigaDevice recently issued an unusual risk warning, Beijing-based special...
Monday 6 July 2026
Longsys forecasts sharp 1H26 profit growth on stronger memory market, AI demand
Longsys Electronics expects a sharp rise in first-half profit as global memory supply stays tight and demand from artificial intelligence-related devices strengthens. The outlook points...
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...
Sunday 5 July 2026
Component inflation weighs on manufacturing momentum as Taiwan PMI growth moderates
Surging demand for high-bandwidth memory (HBM) used in AI servers has driven shortages and sharp price increases for conventional memory, while microcontroller (MCU) suppliers have...
Friday 3 July 2026
Turvo expands auto business and targets growth in five new markets
Turvo Technology said on July 2 that it is expanding beyond automotive parts into healthcare, semiconductors, and robotics, a move that may interest global manufacturers and investors...
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
Alltop projects cautious 2H26 growth led by AI servers and recovering EV demand
Connector and cable maker Alltop is signaling that global demand trends may increasingly favor AI infrastructure and a later recovery in electric vehicles, with its latest outlook...
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...
Tuesday 30 June 2026
Networking demand stays resilient in 3Q26, but component shortages and price hikes cloud outlook
The networking industry is entering its traditional third-quarter peak season, with demand remaining robust in 2026 as AI infrastructure upgrades and the adoption of Wi-Fi 7 continue...
Tuesday 30 June 2026
Shuotong expects stronger demand for liquid cooling in 2H26

Shuotong, a liquid-cooling solutions provider, said it expects a positive outlook for the second half of 2026 as AI-driven thermal management...

Monday 29 June 2026
Analysis: Memory shortage drives long-term uptrend as Apple hikes prices
Micron Technology's latest outlook suggests memory shortages could affect device costs worldwide through 2027, with relief unlikely before 2028. For global consumers, that means smartphones,...
Wednesday 24 June 2026
AI supply chain boom fuels Taiwan's investment, exports as GDP growth tops 10% outlook
Taiwan's economy is expected to maintain strong momentum through the second half of 2026, supported by accelerating AI-related investment, resilient exports, and robust demand across...
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...