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Wednesday 1 October 2025
Notebook shipment update, August 2025

Introduction

Tuesday 30 September 2025
TSMC 2025 full-year revenue set to break US$100 billion
Although semiconductor chip tariffs have yet to be finalized, with exchange rates stabilizing and strong pull-in momentum from major smartphone and AI chip clients, TSMC's third quarter...
Tuesday 30 September 2025
Apple device sales drive robust growth in optical manufacturing sector in late 2025
As the global market enters the fourth quarter of 2025, strong new product shipments are catalyzing growth across the optical manufacturing industry. Key suppliers along the optical...
Sunday 28 September 2025
iPhone 17 drives strong upgrade demand in Taiwan market
With consumers delaying purchases ahead of Apple's launch of the iPhone 17, smartphone sales in Taiwan slowed down in August 2025. However, with new models from Apple and other vendors...
Friday 26 September 2025
Micron rises to second in global HBM market as Samsung slips
Micron Technology has, for the first time, overtaken Samsung Electronics in the high-bandwidth memory (HBM) market, securing second place in global shipments during the second quarter...
Friday 26 September 2025
China's CPU makers deliver strong half-year results, Loongson 3C6000 on track for 2026
China's CPU industry is gaining real traction, with listed players posting strong first-half 2025 earnings, resilient margins, and rising R&D outlays. Driven by state backing...
Friday 26 September 2025
Asus and Apple see shipment gains in sluggish PC market; Dell faces sharp decline
Hopes for a strong PC market recovery in 2025 are fading fast. While the market had predicted a surge in sales driven by the end of Windows 10 support and the arrival of new AI-enabled...
Wednesday 24 September 2025
New Taiwan-Japan joint venture to produce TFT LCD modules in India amid growing two-wheeler market
Emerging Display Technologies (EDT) has announced a joint venture agreement with Japanese display manufacturer Nippon Seiki to establish EDT-India, a factory dedicated to producing...
Wednesday 24 September 2025
Micron sees demand broaden; ramps 1y DRAM and manufacturing expansion plans
Micron Technology raised its 2025 outlook on stronger data center demand while keeping supply growth disciplined. Growth in PCs, smartphones, and automotive markets remains modest,...
Wednesday 24 September 2025
MediaTek in talks with TSMC on Arizona production, rolls out new Dimensity 9500
Taiwan's MediaTek, the world's largest mobile chip supplier by shipments, is in discussions with TSMC to manufacture some of its semiconductors in Arizona. This potential move comes...
Tuesday 23 September 2025
Commentary: China’s display push challenges Taiwan’s panel makers
Over a decade ago, China's IT industry still heavily relied on imported chips and displays, but as of today, influenced by China-US geopolitical tensions, while the chips still depend...
Tuesday 23 September 2025
India's smartphone exports to US slump despite earlier tariff-driven surge, trade reset on the horizon
India's smartphone exports to the US plunged 58% between May and August 2025, raising concerns over the sustainability of the country's flagship production-linked incentive (PLI)...
Monday 22 September 2025
Exclusive: ByteDance readies new AI glasses prototypes and waiting for Apple to heat up trend
The smart-glasses boom shows no signs of cooling, with market demand clearly established. Yet shipments have consistently fallen short of expectations, constrained by hardware limits...
Monday 22 September 2025
MediaTek aims to boost smartphone market share to 40% with sew flagship chips
MediaTek this week unveiled its flagship Dimensity 9500 SoC. After the launch event in Taiwan, senior executives outlined their outlook for the company's mobile business.
Monday 22 September 2025
LG Display set to dominate Apple Watch OLED supply as JDI exits business
Japan Display (JDI) and LG Display (LGD) have previously jointly supplied OLED panels for the Apple Watch, yet with JDI now set to withdraw from this segment, LGD is poised to become...