CONNECT WITH US
NEWS TAGGED SHIPMENTS
Friday 6 February 2026
Foxconn sees 35% revenue increase in January on AI server demand
Hon Hai Precision Industry (Foxconn) reported a 35.53% year-over-year increase in revenue for January 2026, reaching NT$730.04 billion (US$23.06 billion), driven by strong demand for...
Friday 6 February 2026
Radbon sees overseas revenue surge on aerospace and defense demand
Radbon Electronics said it continues to deepen its presence in the aerospace and defense markets, benefiting from robust demand from overseas customers that drove double-digit revenue...
Friday 6 February 2026
China smartphone market stumbles at 2025 finish line as December shipments plunge 29%, Apple share slips below 15%
China's smartphone market ended 2025 on a weaker note than expected, despite Apple's strong fourth-quarter earnings and the early success of the iPhone 17. December shipments fell...
Friday 6 February 2026
Senao Networks warns memory shortage may cut 30% of orders and shipments in 1H26
The ongoing memory price surge and supply shortage are increasingly disrupting the networking industry's shipment schedules. Multiple network equipment manufacturers expect this supply-demand...
Thursday 5 February 2026
Nvidia reportedly seeks faster HBM4 deliveries from Samsung under the global memory crunch
Nvidia has recently signaled to Samsung Electronics that it hopes to secure early deliveries of sixth-generation high-bandwidth memory, known as HBM4. At the same time, as memory makers...
Wednesday 4 February 2026
China smartphone market and industry, 4Q 2025

Introduction

Wednesday 4 February 2026
AI drives ODM/EMS growth despite weak consumer electronics in 2025
Global data center investment in 2025 has begun to shift decisively, driven by the rapid expansion of generative artificial intelligence and the growing computational demands of large-scale...
Wednesday 4 February 2026
VIS sees 1Q26 ASP dip amid product shifts, expects stable full-year pricing
Vanguard International Semiconductor (VIS) held its earnings call on January 3, 2026, projecting wafer shipments to rise 1-3% quarter-over-quarter in the first quarter of 2026 as customer...
Wednesday 4 February 2026
China leads the humanoid robot supply chain, with 2026 sales forecast to jump
Morgan Stanley is bullish on China's humanoid robot market, forecasting sales to surge 133% year-over-year to 28,000 units in 2026. As supply-chain costs decline and mass production...
Wednesday 4 February 2026
Memory and upstream material price hikes squeeze profits, Chinese panel makers shift to ultra-large sizes
Rising raw material costs and exchange rate fluctuations have driven upstream panel material suppliers in China to raise prices on glass substrates, polarizers, target materials, and...
Tuesday 3 February 2026
iPhone gains in China squeeze MediaTek, Qualcomm revenues
Last week, Apple released its latest financial results for the first quarter of fiscal year 2026, with the iPhone 17 series continuing to post strong sales. Overall, iPhone shipments...
Tuesday 3 February 2026
AI redraws data center power architecture as rack-level energy systems go mainstream

Generative AI (GenAI) is driving a surge in computing demand, pushing data center competition beyond server performance toward infrastructure...

Tuesday 3 February 2026
India's smartphone market posts mixed growth in 2025, premium segment drives value gains
India's smartphone market experienced a mixed trajectory in 2025, according to Counterpoint Research. The year began on a softer note, weighed down by elevated inventory and...
Tuesday 3 February 2026
Nexperia plans Malaysia expansion in face of geopolitical risks and automotive supply concerns
Geopolitical tensions between the Netherlands and China led to Nexperia halting shipments at the end of 2025, raising concerns over potential disruptions in the automotive semiconductor...
Monday 2 February 2026
Taiwan PCB makers vie for AI server market with new 2026 capacity
As demand for AI infrastructure continues to grow steadily, major networking and server PCB suppliers such as Gold Circuit Electronics (GCE), First Hi-tec (FHt), and Allied Circuit...