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
2026-04-25
Latest data shows that in Q2 2026 (for the week ending April 23), the US 30-year fixed mortgage rate fell to 6.23% from the previous 6.30%. As geopolitical concerns ease and Treasury yields pull back, mortgage rates have declined for three consecutive weeks, clearly driving a recovery in refinancing and homebuying demand. Looking ahead, housing market momentum is expected to benefit from lower borrowing costs in the short term, but medium-term variables such as inflation and the Middle East situation still require close attention.
2026-04-24
According to the latest data, Japan's Q1 2026 CPI year-on-year growth rate rebounded to 1.5%, reversing the previous downward trend of 1.3% and beating market expectations. This was primarily driven by rising transportation costs resulting from the Middle East conflict, as well as soaring import prices triggered by a weak yen. The market widely expects that, fueled by stronger core inflation and wage growth, the Bank of Japan (BOJ) is highly likely to further raise interest rates in the middle of the year.
The latest data shows that US initial jobless claims for Q2 2026 (for the week ending April 18) were 214,000, an increase of 7,000 from the previous reading of 207,000. Although this figure is slightly higher than market expectations, it remains at historically low levels overall, highlighting a low willingness among companies to lay off workers. However, the simultaneous rise in continuing jobless claims implies that the time it takes for unemployed workers to find new jobs is gradually lengthening.
The latest released data shows US Q2 continuing jobless claims slightly increased to 1.821 million, slightly higher than the previous figure of 1.818 million and the market expectation of 1.820 million. Although both data points trended upward, the overall scale of layoffs remains limited. Analysts point out that the labor market is transitioning to a "low-hire, low-fire" norm.
Japan's core consumer price index (CPI) annual growth rate for Q1 2026 rebounded to 1.8%, showing a slight recovery from the previous reading of 1.6%, but still below the Bank of Japan's 2% inflation target. Government energy subsidies have temporarily masked the oil price shock caused by the Middle East conflict; however, underlying inflation excluding energy remains stubborn, and the market is closely watching the BOJ's subsequent monetary policy moves.
2026-04-23
The latest U.S. Q2 2026 MBA Purchase Index rebounded sharply to 175.6, a significant increase from the previous 159.5, ending the prior wait-and-see attitude. Benefiting from a three-week consecutive decline in the 30-year mortgage rate to 6.35% and improved market inventory, both homebuying and refinancing demand surged simultaneously, injecting a shot in the arm into the spring housing market.
2026-04-22
According to DataTrack data, US Q1 2026 retail sales reached 752,063 million USD, a monthly increase of 1.85%, significantly exceeding market expectations of 0.4% to 0.5%. Bidding farewell to severe winter weather, sub-categories such as autos and apparel drove a full recovery in buying momentum; however, Middle East geopolitical conflicts are pushing up oil prices, and future real consumption momentum may face challenges.
The newly released US retail sales month-over-month growth rate for 2026-03-01 (Q1 2026) reached 1.6615%, not only substantially exceeding the previous value of 0.601% but also beating market consensus. This wave of strong growth is primarily driven by the Middle East conflict pushing up gasoline prices and the distribution of tax refunds. Although core consumption excluding volatile items remains resilient, high oil prices may cause a crowding-out effect on discretionary spending in the future.
Japan's latest total export growth rate for Q1 2026 reached 11.7% year-over-year, jumping significantly from the previous 4.2% and exceeding market expectations of 11%. Benefiting from the explosive global demand for AI, exports of semiconductor equipment and ICs to China and Taiwan grew strongly. Despite concerns brought by geopolitical conflicts in the Middle East, the dual tailwinds of a weak yen and the tech cycle still drove Japan's export volume to a new record high.