Key Indicator
United States: PPI: NSA
United States: University of Michigan Consumer Confidence Index (CCI): Preliminary: Anomaly
United States: ISM Manufacturing PMI - Final (SA)
United States: CPI (NSA)
COMEX Inventory: Silver
S&P 500 Index
Global: GDP Gowth Rate - United States
Global Foundries' Revenue
DRAM Makers' Fab Capacity Breakdown by Brand
NAND Flash Makers' Capex: Forecast
IC Design Revenue
Server Shipment
Top 10 MLCC Suppliers' Capex: Forecast
LCD Panel Makers' Revenue
AMOLED Capacity Input Area by Vendor: Forecast
Smartphone Panel Shipments by Supplier
Notebook Panel Shipments (LCD only): Forecast
Smartphone Panel Shipments by Sizes: Total
Notebook Panel Shipments (LCD only)
PV Supply Chain Module Capacity: Forecast
PV Supply Chain Cell Capacity: Forecast
PV Supply Chain Polysilicon Capacity
PV Supply Chain Wafer Capacity
Global PV Demand: Forecast
Smartphone Production Volume
Notebook Shipments by Brand
Smartphone Production Volume: Forecast
Wearable Shipment
TV Shipments (incl. LCD/OLED/QLED): Total
China Smartphone Production Volume
ITU Mobile Phone Users -- Global
ITU Internet Penetration Rate -- Global
ITU Mobile Phone Users -- Developed Countries
Electric Vehicles (EVs) Sales: Forecast
Global Automotive Sales
AR/VR Device Shipment: Forecast
China: Power Battery: Battery Output Power: Lithium Iron Phosphate Battery: Month to Date
CADA China Vehicle Inventory Alert Index (VIA)
Micro/Mini LED (Self-Emitting Display) Market Revenue
Micro/Mini LED (Self-Emitting Display) Market Revenue: Forecast
LED Chip Revenue (Chip Foundry+ In House Used): Forecast
GaN LED Accumulated MOCVD Installation Volume
Video Wall-Display LED Market Revenue: Forecast
Consumer & Others LED Market Revenue
2026-03-15
Taiwan's manufacturing PMI for Q1 2026 climbed further from 57.2 in the previous month to 58.5, marking five consecutive months of expansion and the fastest growth rate in nearly four years. Supported by robust demand in AI and semiconductors, both new orders and production indices rose strongly despite fewer working days. However, geopolitical risks pushing up raw material prices and delivery uncertainties will be key variables in the medium to long term.
2026-03-14
In February 2026, the year-on-year growth rate of China's outstanding bank loans further declined to 6.0% from the previous 6.1%, hitting a record low. The latest monthly new loans and aggregate financing data both fell short of market consensus expectations, reflecting the obstruction to credit expansion caused by the real estate slump and sluggish private consumption. With short-term credit growth lacking momentum, the market expects authorities to step up fiscal stimulus and monetary easing policies to boost domestic demand.
The US Q1 2026 PCE YoY rate fell slightly from the previous 2.9% to 2.8%, below the market expectation of 2.9%. However, the core PCE YoY rate rebounded to 3.1%, indicating that service sector inflation remains sticky. Coupled with geopolitical conflicts driving up oil prices, expectations for a Federal Reserve rate cut are facing severe challenges.
In January 2026 (Q1 2026), the US Core PCE YoY growth rate climbed to 3.1%, up from the previous value of 3.0% and in line with market expectations, indicating that inflation rebound pressure persists. Supported by strong service sector inflation, the Federal Reserve is likely to keep interest rates unchanged in the short term, and the market expects the timeline for rate cuts to be further delayed.
The latest data shows that in the first quarter of 2026 (the week of March 12), the US 30-year fixed mortgage rate climbed to 6.11% from the previous value of 6.00%. Although the rate interrupted its recent downward trend, bolstered by the peak spring season, existing home sales and home purchase applications still bucked the trend and rose. Looking ahead, influenced by geopolitics and inflation data, mortgage rates are expected to remain elevated and volatile in the short term.
The MoM growth rate of the latest US durable goods orders reported 0.0%. Although rebounding from the previous -1.4%, it fell far short of the market's expected 1.2% growth. Core capital goods orders, excluding transportation and defense, also showed flat performance, indicating a slowdown in short-term corporate equipment investment momentum. Looking ahead, close attention must be paid to the dual risks of tariff policies and geopolitics driving up oil prices.
2026-03-13
The latest US Q1 2026 goods and services trade deficit has shrunk significantly to $54.45 billion, far outperforming market expectations and narrowing markedly from the previous $70.31 billion. This improvement was primarily driven by a surge in exports of non-monetary gold and capital goods, while import demand cooled following the implementation of tariffs. Looking ahead, the shrinking trade deficit is expected to positively contribute to US first-quarter GDP, though attention must still be paid to the potential disruption of a strong US dollar on the medium-to-long-term export structure.
For the week ending March 7, US initial jobless claims came in at 213,000, unchanged from the previous week and below the market consensus of 215,000. The four-week moving average and continuing claims both declined, highlighting a deadlock pattern of "low hiring, low firing." The resilience of the job market further reduces the urgency for the Federal Reserve to cut interest rates in the short term.
For the week ending February 28, 2026, U.S. continuing jobless claims dropped to 1.85 million, a decrease of 18,000 from the previous week, largely in line with market expectations. Amid recent weak nonfarm payrolls performance, both initial and continuing claims have fallen, reflecting that although companies are slowing down hiring, they still tend to retain their existing employees. The short-term stalemate in the labor market will influence the Federal Reserve's subsequent pace of interest rate cuts.