An Asian brokerage has increased its price target for GUC due to an upward revision in Google's Arm chip (Axion) shipment forecasts for the year, doubling to 700 million units from 350 million. This significantly boosts GUC's expected revenue contribution from these chips. The report also suggests GUC could become the IC design service provider for Tesla's next-generation AI chips. Separately, a major US investment bank forecasts steady iPhone and iPad assembly volumes for Q1 2026.