Tag: market forecast
AI Agents Drive Memory Market Growth to $1.28 Trillion by 2027, TrendForce Reports
TrendForce updates memory market forecast to $1.28 trillion in 2027, citing rapid expansion of AI agents as a key growth driver.
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Nvidia CEO Highlights $200 Billion CPU Market Including China in Growth Outlook
Nvidia CEO Jensen Huang emphasized the inclusion of the Chinese market in the company’s $200 billion CPU segment forecast.
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TSMC Raises Semiconductor Market Revenue Forecast to $1.5 Trillion by 2030
TSMC has increased its semiconductor industry revenue projection to $1.5 trillion by 2030, surpassing the previous $1 trillion estimate.
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Silicon Motion CEO Predicts Memory Shortage Will Persist Through 2028
Silicon Motion’s CEO expects NAND and DRAM memory shortages to continue until 2028 amid ongoing industry supply challenges.
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Nintendo Shares Drop Amid Switch 2 Price Hike and Weak Forecast While Sony Stocks Rise
Nintendo’s stock fell sharply following announced price increases for Switch 2 and a cautious outlook, contrasting with a 10% rise in Sony shares.
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SK hynix Set for Massive Operating Profit Surge Amid AI Boom, Outpacing Microsoft and Google
SK hynix’s operating profit is expected to soar this year, propelled by AI demand, potentially surpassing Microsoft and Google individually.
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US PC Shipments Rise 3% in Late 2025 Before Steep Decline Expected in 2026
US PC shipments grew 3% in late 2025 to 18.2 million units but are forecast to drop 13% in 2026 amid rising prices for PCs and memory.
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Global Smartphone Display Shipments Expected to Decline by 7.3% in 2026 Due to Memory Chip Shortage
A memory chip shortage is pressuring smartphone makers to adjust strategies, leading to a forecasted 7.3% drop in global smartphone display shipments in 2026.
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Global Smartphone Shipments Expected to Decline Sharply in 2026, Apple and Samsung Remain Resilient
Analysts project a significant drop in worldwide smartphone shipments in 2026, while Apple and Samsung are forecasted to maintain stable sales.
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Global Smartphone Shipments Set to Decline to 13-Year Low Amid Memory Shortage
Smartphone shipments are projected to fall over 12% to their lowest point in 13 years due to a persistent memory shortage and high prices.
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Morgan Stanley Projects Sharp Rise in Humanoid Robot Sales in China in 2026
Morgan Stanley forecasts a 133% increase in humanoid robot sales in China this year, driven by strong domestic innovation and global competition.
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