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    NEWS TAGGED SHIPMENTS
    Thursday 12 February 2026
    Young Optics narrows losses as it shifts toward AI-focused products

    After a series of operational adjustments, Young Optics narrowed its losses sharply in 2025, benefiting from an improved product mix and...

    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...

    2/51 pages
    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook