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NEWS TAGGED FORECAST
Friday 23 October 2026
China's weak car market squeezes automakers, suppliers and dealers
China's weakening car market is challenging automakers, parts suppliers, and dealers as exports rise but domestic demand contracts. For global industry watchers, the downturn is a...
Friday 23 October 2026
LG Display sees foldables growing faster than expected, but Apple's first foldable panels reportedly go to a rival
LG Display expects foldable smartphones to grow faster than the market had forecast. That outlook carries a complication: the company reportedly does not make folding phone screens...
Friday 23 October 2026
Lam Research sees WFE topping US$200 billion in 2027
Lam Research reported third-quarter 2026 revenue of US$8.2 billion, up 22% quarter-over-quarter, and forecast fourth-quarter revenue of US$8.6 billion, plus or minus US$400 million...
Wednesday 21 October 2026
Memory costs weaken e-reader demand as E Ink cuts 2026 outlook
Surging memory prices are forcing e-reader makers to raise prices, weakening demand and clouding E Ink Holdings' 2026 outlook. E Ink has cut its revenue-growth forecast, while Netronix...
Tuesday 20 October 2026
Samsung eyes six foldables for 2027, including a rollable phone
Samsung Electronics is reportedly planning its largest-ever foldable smartphone lineup in 2027, expanding the Galaxy Z series to as many as six models. The broader portfolio, alongside...
Tuesday 20 October 2026
OLED monitor panel shipments set to overtake TV panels in 2028
Gaming demand is reshaping the OLED panel market, with OLED monitor panel shipments forecast to surpass TV panel shipments for the first time in 2028. South Korean panel makers are...
Monday 19 October 2026
CXMT eyes nearly US$20 billion profit as AI-driven DRAM shortages fuel earnings turnaround
China's leading DRAM manufacturer, ChangXin Memory Technologies (CXMT), expects to report net profit of CNY131 billion to CNY132.5 billion (≈ US$19.58 billion to US$19.8 billion)...
Monday 19 October 2026
Semiconductor equipment demand rises as risks curb AI bubble
SEMI's latest 12-inch fab outlook projects double-digit annual growth in equipment spending from 2026 through 2029, with forecasts revised upward from its previous edition. However,...
Saturday 17 October 2026
Interview: SEMI CEO sees US$3 trillion chip industry by 2035, as trusted partners reshape supply chain
The semiconductor industry reached the US$1 trillion revenue milestone several years earlier than originally forecast, and with growth driven by AI and quantum computing, reaching...
Friday 16 October 2026
Taiwan forecasts 6.04% growth in 2027 on AI-driven exports
Taiwan's economy is projected to grow 6.04% in 2027 as expanding global AI-related capital spending boosts the island's exports, despite geopolitical conflicts and trade barriers weighing...
Friday 16 October 2026
Analysis: TSMC's chipmaking edge strengthens C.C. Wei's hand — from advanced-node capacity to Musk's Terafab
TSMC reported record earnings for the third quarter of 2026 and forecast a further 15% increase in fourth-quarter revenue, putting full-year US dollar revenue growth on course to reach...
Thursday 15 October 2026
OCP-recognized infrastructure spending forecast to hit US$800 billion by 2029, nearly triple prior estimate
IDC now expects worldwide spending on IT equipment recognized by the Open Compute Project (OCP) to reach about US$800 billion in 2029.
Thursday 15 October 2026
Samsung, SK Hynix stand to benefit as humanoid robot DRAM demand is forecast to jump 20-fold by 2030
Global DRAM demand for humanoid robots is projected to increase more than 20-fold by 2030 as robot deployments expand and memory capacity per unit doubles, potentially opening a new...
Wednesday 14 October 2026
300mm fab equipment spending to hit US$227 billion by 2029, SEMI says
Global spending on 300mm front-end fab equipment is projected to reach US$149 billion in 2026, up 31% from a year earlier. Spending is expected to keep growing at double-digit rates...
Wednesday 14 October 2026
AI accelerator growth shifts toward value as custom ASICs move upmarket
The AI accelerator market is set to reach US$1.4 trillion by 2030, up 150% from Bloomberg Intelligence's January 2026 estimate of US$560 billion, as higher prices—not just shipment...