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All predictions

Every prediction, with the date it was made and its outcome so far.

36 predictions · JapanNewest first
10 Nov 2026NVIDIA will win AI GPU orders for SoftBank’s Sarawak campus worth US$500 million.Unresolved27 Oct 2026Japan’s government preferential debt for local banks will greatly aid its data centre boom.Unresolved27 Oct 2026China’s government signals a coal buying push — Australian coal is a winner, while Japanese and South Korean power utilities are the likely losers.Unresolved23 Oct 2026Japan’s passenger EVs are turning Chinese.Unresolved22 Oct 2026Japanese electronic components manufacturer Ibiden’s estimated 70–80% share of the high-end AI server substrate market will fall below 70% by early 2028.Unresolved20 Oct 2026Japan’s 10-year government bond yield will continue to rise for the next 9 months.Unresolved15 Oct 2026Tokyo Electron will secure around US$1 billion in equipment orders for GlobalFoundries’ first new chip factory in New York by the end of 2028.Unresolved8 Oct 2026Insmed's Brinsupri will reach annual Japanese sales of more than twice its peak forecast within 18 months of listing, exposing Insmed to a ¥9.8 billion price cut.Unresolved7 Oct 2026SoftBank Group will announce at least ¥1 trillion of additional asset-backed financing by March 2027.Unresolved6 Oct 2026South Korea's S-Oil will earn less per barrel from refining than Japan’s ENEOS in the first quarter of 2027.Unresolved6 Oct 2026Iluka Resources will sign a binding multi-year dysprosium and terbium supply agreement with a Japanese buyer within 12 months.Unresolved2 Oct 2026Nippon Steel flat-steel orders in Europe will rise by end-2027 as tighter origin tracing squeezes Chinese steel out of the EU market.Unresolved
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