News tagged shipments at DIGITIMES

NEWS TAGGED SHIPMENTS

Wednesday 11 February 2026

Pan-International January revenue drops as tariff concerns delay orders

Pan-International reported revenue declines both month over month and year over year in January 2026, as communications product customers adopted a more cautious stance and delayed...

Wednesday 11 February 2026

TCL narrows gap with Samsung as Chinese TV brands gain ground

Chinese television manufacturers are intensifying pressure on South Korean brands that have long dominated the global market, as shipment growth at companies such as TCL and Hisense...

Wednesday 11 February 2026

Strong CSP investment spurs AI data center growth and boosts component shipments

Strong investment from international cloud service providers is driving robust growth in AI data centers in 2026 and lifting shipments for electronic component distributors, according...

Wednesday 11 February 2026

Coretronic expects February shipments to decline amid off-season, fewer workdays

Taiwanese display solutions provider Coretronic reported consolidated revenue of NT$3.21 billion (US$101.86 million) for January 2026, down 21% from NT$4.06 billion in December 2025,...

Wednesday 11 February 2026

Coretronic warns seasonal dip but sees 10-20% annual growth potential across product lines

Coretronic said shipments of its energy-saving and imaging products will fall in the first quarter of 2026 due to seasonal factors and fewer working days, while projecting 10–20%...

Tuesday 10 February 2026

SK Hynix set to ship HBM4 for Nvidia's Vera Rubin this month

SK Hynix is expected to begin shipments this month of its sixth-generation high-bandwidth memory, HBM4, a high-performance, low-power...

Tuesday 10 February 2026

Vanguard sees modest recovery as capacity use rises in early 2026

Vanguard International Semiconductor (VIS) reported consolidated revenue of NT$4.01 billion (approx. US$127 million) in January 2026,...

Tuesday 10 February 2026

Asus' AI server push bolsters revenue despite memory shortages

Asustek Computer Inc. reported group revenue of NT$67.936 billion (US$2.15 billion) for January 2026, a 2.55% decline from December 2025 but a 79.97% increase year over year.

Tuesday 10 February 2026

Memory cost pressures lead ODMs to adopt cautious 2026 outlook for notebook shipments

Notebook ODMs reported mixed January 2026 shipment results, with Quanta declining year-over-year while Wistron and Inventec showed growth. The industry expects a first quarter seasonal...

Monday 9 February 2026

Silicon Motion expands enterprise storage amid NAND supply shift

NAND flash supply shortages have pushed original manufacturers to focus on AI servers, leaving PC and smartphone markets to memory module vendors. This shift offers Silicon Motion...

Monday 9 February 2026

MediaTek warns of sharp smartphone revenue drop in early 2026 as cost pressures mount

MediaTek said smartphone-related revenue is expected to fall sharply in the first quarter of 2026. The company's smartphone segment recorded a quarterly revenue high in the fourth...

Sunday 8 February 2026

Memory shortage and Windows 11 refresh reshape Europe's 2026 PC market outlook

Europe's PC market is entering a period of renewed uncertainty. The effects of the Windows 11 refresh cycle are colliding with the memory supply crisis, fundamentally altering shipment...

Saturday 7 February 2026

Analysis: AI demand spillover lifts 2026 general-purpose server shipments 10%

Rising AI computing demand is lifting shipments of general-purpose servers, positioning them as a key growth driver for the server supply chain in 2026. Supply chain sources said AI...

Friday 6 February 2026

AMD flags 2H26 turning point as MI450 shipments stay on track

AMD's next-generation MI450 AI accelerator remains on schedule for launch and volume production in the second half of 2026, with CEO Lisa...

Friday 6 February 2026

Transcend sees 4x revenue surge in January 2026 as memory prices rise

Memory module maker Transcend Information reported a record high monthly consolidated revenue of NT$4.76 billion (US$150.4 million) in January 2026, driven by soaring demand for AI...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook