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NEWS TAGGED NOTEBOOK SHIPMENTS
Thursday 13 August 2026
Inventec posts record second-quarter profit as notebook margins narrow
Inventec reported record net profit and earnings per share in 2Q26, even as gross margin declined and supply constraints intensified. The Taiwan-based electronics manufacturer said...
Saturday 8 August 2026
Quanta posts second-highest monthly revenue as notebook shipments plunge 38%
Quanta Computer posted its second-highest monthly revenue on record in July, as strong AI server demand sustained growth even as notebook shipments fell nearly 38% from June.
Friday 7 August 2026
Wistron sees AI server growth accelerate in August; new HPE, Lenovo and Oracle orders add 4Q26 lift

Wistron expects stronger AI server growth in August 2026 after reporting July revenue of NT$308.22 billion (approx. US$9.53 billion), down...

Friday 7 August 2026
Inventec forecasts weaker notebook shipments as server growth continues in the third quarter
Inventec said notebook shipments will soften in the third quarter after customers pulled in orders during the first half, lifting volumes above expectations, while server shipments...
Thursday 9 July 2026
Notebook shipment update, May 2026
DIGITIMES’ survey of May 2026 notebook shipments (excluding detachable models) from the world’s top five notebook brands (excluding Apple) and the top three notebook ODMs...
Thursday 9 July 2026
Inventec expects server shipments to rise quarterly as component shortages loom
Inventec reported June 2026 revenue of NT$102.26 billion (approx. US$3.19 billion), up 23.5% from the previous month and 61.6% from a year earlier, reaching record highs for both the...
Tuesday 7 July 2026
AI servers and MacBook demand push Quanta revenue to new record

Strong AI demand lifted Quanta's revenue to a record high in June 2026 and pushed second-quarter sales to a new peak, with servers...

Thursday 14 May 2026
Memory prices disrupt NB seasonality, hit 2H26 shipments and margins
Rising memory prices are reshaping the global PC market: stronger first-half notebook shipments are propping up revenue, but surging component costs threaten gross margins and are...
Saturday 9 May 2026
Quanta, Compal notebook shipments sink 30%-plus in April as Q1 pull-forward hangover hits
Quanta Computer and Compal Electronics, two of Taiwan's largest notebook contract manufacturers, posted April shipment declines exceeding 30% as a wave of orders pulled into late March...
Tuesday 5 May 2026
Memory price hikes push smartphone shipments down more sharply than notebooks
Rising memory prices have squeezed handset demand and are expected to widen the gap between smartphone and notebook shipment declines in 2026, according to industry reports. Global...
Friday 10 April 2026
Inventec posts record March and 1Q26 revenue on AI server strength
Inventec achieved an all-time revenue high in March 2026, fueled by robust orders and shipments of AI servers. The company reported March revenue of NT$87.563 billion (US$2.8 billion),...
Thursday 9 April 2026
ODMs erase seasonal slump as notebooks and AI servers drive March surge
Electronic ODM makers' surge in March revenue, driven by accelerated notebook orders and booming AI server demand, erased the typical first-quarter slump, with implications for global...
Wednesday 1 April 2026
Notebook shipment update, February 2026

Introduction

Thursday 12 March 2026
Argosy expects double-digit growth in 2026, driven by Vietnam plant and new connector specs
Connector maker Argosy is set to defy the expected 5-10% decline in notebook shipments in 2026 by leveraging strong demand for server long-DIMM modules, scaling next-gen CABB and CAMM2...