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NEWS TAGGED FORECAST
Thursday 6 November 2025
Nintendo lifts FY25 forecast as Switch 2 sales surge, but hardware margins drag operating profit
Nintendo has revised its sales forecast for the Switch 2 console for fiscal year 2025 (April 2025 to March 2026), projecting significantly higher overall performance. However, because...
Thursday 6 November 2025
Arm raises forecast after record quarter fueled by soaring AI demand
Arm Holdings raised its revenue outlook on Nov. 5 after posting record quarterly results, citing a broad-based surge in demand for its technology driven by artificial intelligence.
Wednesday 5 November 2025
WT Microelectronics navigates Nexperia supply disruption with alternative sourcing
As the Nexperia dispute continues, WT Microelectronics chairman Eric Cheng acknowledged that recent deliveries have been less stable. In response, the company has been helping customers...
Wednesday 5 November 2025
Nintendo raises global sales forecast for Switch 2 following strong early performance
Nintendo has increased its global sales forecast for the Nintendo Switch 2 to 19 million units for fiscal 2025, marking a significant rise from its initial target of 15 million units...
Wednesday 5 November 2025
Supermicro’s fiscal 1Q results show strain beneath the AI surge
On November 4, Supermicro reported lower revenue and profit for the fiscal first quarter of 2026 as gross margin narrowed sharply, signaling persistent cost and pricing pressures...
Tuesday 4 November 2025
Ibiden raises fiscal 2025 financial forecast as GenAI orders exceed expectations
Japanese IC substrate giant Ibiden announced an upward revision of its fiscal year 2025 financial forecast, running April 2025 to March 2026, with revenue, operating profit, and net...
Monday 3 November 2025
TEL raises full-year profit forecast but misses market expectations
Tokyo Electron (TEL) announced it has raised its operating profit forecast for fiscal 2025 (April 2025-March 2026) from JPY570 billion (approx. US$3.7 billion) to JPY586 billion....
Friday 31 October 2025
Panasonic cuts fiscal 2025 profit forecast amid weak US EV battery market
Panasonic Holdings has revised down its operating profit forecast for fiscal year 2025 by 13.5%, primarily due to reduced profitability in its energy business segment that includes...
Thursday 30 October 2025
Meta’s headset slump clouds short term, but AI glasses point to brighter future
Meta Platforms has projected a year-over-year decline in fourth-quarter revenue for its Reality Labs division, attributing the decrease primarily to the timing of product launches...
Wednesday 22 October 2025
AI boosts Taiwan's economy but challenges balanced growth goals
Taiwan's economy is experiencing a dramatic surge fueled by its dominant position in global semiconductor manufacturing and the artificial intelligence boom. The Chung-Hua Institution...
Monday 20 October 2025
Micron warns DRAM market tightness to worsen through 2026
Micron Technology's executive vice president and chief business officer Sumit Sadana has forecast that the DRAM market will remain extremely tight, with supply-demand imbalances intensifying...
Thursday 16 October 2025
TSMC's gross margin hits 60% in 4Q25 as N2 process set for rapid growth in 2026
TSMC delivered a robust forecast on October 16, projecting its gross margin would climb back to 60% in the fourth quarter and raising its full-year revenue outlook. During an earnings...
Wednesday 8 October 2025
Dell doubles down on AI boom, raises growth forecasts through 2030
Dell has announced a significant upward revision of its revenue and profit growth targets for the next four years, signaling the company's robust confidence in the long-term demand...
Sunday 28 September 2025
Tokyo Electron revises profit outlook amid China sales slowdown and market shifts
Tokyo Electron has revised downward its net profit forecast for the fiscal year ending March 2026, citing a slowdown in Chinese market sales and customer capital expenditure adjustments...
Tuesday 23 September 2025
DevDays Asia 2025 highlights Microsoft's push into AI agent era
Microsoft's CEO Satya Nadella has forecast the onset of an AI agent era that will disrupt existing enterprise applications. While the full impact of this disruption remains forthcoming,...