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    NEWS TAGGED SHIPMENTS
    Thursday 26 February 2026
    Nvidia says no revenue yet from approved China H200 shipments, expects gaming supply for quarters
    Nvidia said uncertainty over China shipments and tight product supply remain key constraints, even as generative AI drives record capital spending by hyperscalers and sovereign customers...
    Wednesday 25 February 2026
    HP posts AI-driven revenue gains, but memory costs cloud outlook
    HP reported first-quarter results for fiscal year 2026 (ending January) that exceeded expectations, driven by the Windows 11 upgrade cycle and surging demand for AI-powered PCs. Yet...
    Wednesday 25 February 2026
    Korean suppliers brace for Apple's staggered iPhone 18 rollout
    Emerging reports suggest that Apple is preparing its most significant shift in iPhone release strategy in more than a decade — a recalibration shaped not only by product ambition...
    Wednesday 25 February 2026
    Apple's pricy foldable iPhone looms over smartphone panel market
    The smartphone market has been sluggish since the Lunar New Year holiday and into the traditional off-season. Prices for smartphone panels across various technologies have declined...
    Wednesday 25 February 2026
    US says no H200s were cleared for China since Trump's go-ahead
    Nvidia's high-performance GPUs sit at the heart of the US-China AI chip standoff — and Washington's export controls mean every policy shift lands directly on its order book....
    Wednesday 25 February 2026
    Apple's budget MacBook set for March debut as component costs increase
    Apple is expected to hold a product launch event in March 2026, with a budget MacBook anticipated to take center stage. Supply chain sources indicate volume shipments are projected...
    Friday 20 February 2026
    Taiwan surpasses China in monthly imports to the US for first time in decades
    The US imported more from Taiwan than China for the first time in decades as US President Donald Trump's tariffs reshape trade flows and the global AI boom fuels demand for tech products...
    Monday 16 February 2026
    Memory crunch tightens CIS capacity, pressures smartphone supply chain
    The memory shortage and price surge have disrupted smartphone shipments, VisEra Technologies — a TSMC-affiliated optical component maker — warned, noting the global smartphone...
    Monday 16 February 2026
    Memory and CPU price hike could drive 10–30% consumer electronics increases, AUO warns

    Rising DRAM and CPU prices are feeding through the display supply chain, with AUO estimating that end-product prices could increase by 10%...

    Sunday 15 February 2026
    Taiwan's January exports jump nearly 70% on AI server boom, boosting 2026 growth optimism and tech defense push
    Taiwan's export value in January 2026 surged 69.9% year-on-year, surpassing the NT$2 trillion (US$63.7 billion) mark for the first time, largely due to differences in the number of...
    Saturday 14 February 2026
    Exclusive: World’s largest e-reader ODM warns memory crunch could hit 2026 gadget shipments
    Memory chip shortages and soaring prices could constrain shipments of consumer electronics in 2026, including smartphones, PCs, notebooks, and TVs, while Netronix, the world's largest...
    Friday 13 February 2026
    Global server market, 4Q 2025

    Introduction

    Friday 13 February 2026
    Apple and Samsung solidify their lead as only brands with over 1 billion active users

    Chinese smartphone vendors continue to expand global shipments, supported by competitive pricing, sustained research investment, and overseas...

    Thursday 12 February 2026
    Global semiconductor industry, 2026

    Introduction

    Thursday 12 February 2026
    China's Lenovo profit drops 21% even as revenue climbs 18%, flags memory shortage pressure
    Lenovo Group reported a 21% decline in third-quarter profit but exceeded analyst expectations as strong revenue growth, driven by artificial intelligence (AI) demand, helped offset...
    4/52 pages
    New Power WorldWide 2026
    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
    marketing
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook