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Tuesday 23 December 2025
Windows handheld gaming device specs and shipments

Introduction

Tuesday 23 December 2025
Silicon Optronics eyes BSI and low-power products in face of memory supply concerns
Silicon Optronics (SOI) highlighted at its recent earnings call that ongoing price hikes and shortages in consumer memory remain unresolved, potentially tightening wafer foundry supply...
Tuesday 23 December 2025
Nvidia targets pre-holiday H200 shipments to China via inventory; production ramp remains uncertain
Nvidia is reportedly planning to resume shipments of its second-most powerful artificial intelligence chips to China before the Lunar New Year holiday in mid-February, underscoring...
Tuesday 23 December 2025
Nexperia's China unit secures local wafer supply under governance dispute
The Chinese subsidiary of Nexperia, the Dutch semiconductor manufacturer, has moved to secure wafer capacity from domestic suppliers to support production of key products in 2026,...
Tuesday 23 December 2025
Taiwan's motherboard makers balance AI gains with inflation, PC market headwinds in 2025
Taiwan's leading motherboard manufacturers—AsusTek, GIGABYTE, Micro-Star International (MSI), and ASRock—have navigated a turbulent global economic environment in 2025...
Monday 22 December 2025
Apple iPhone 17 series drives smartphone market growth in China and beyond
Apple's iPhone 17 series has achieved strong sales following its September 10 launch, with the standard iPhone 17 maintaining its price despite upgraded specifications. This contributed...
Monday 22 December 2025
Memory supercycle exposes T-Glass constraint, tightening BT substrate supply
As the global memory industry enters a supercycle driven by structural supply shortages, BT substrates for memory chips are also tightening. Taiwan-based IC substrate makers Kinsus...
Monday 22 December 2025
Amtran's pivot from TVs to high-value products delivers revenue and profit gains
Taiwan's Amtran Technology is reshaping its growth trajectory, pivoting from scale-driven contract manufacturing to a profit-focused strategy built around high-value products—a...
Sunday 21 December 2025
Notebook shipments expected to defy slow season in 1H26

Rising memory prices are prompting end customers to procure notebooks early, a shift that is expected to keep shipments steadier than...

Saturday 20 December 2025
Apple set to reclaim global smartphone lead as Samsung faces sales warning
Apple is poised to surpass Samsung Electronics in global smartphone shipments in 2025, marking its first return to the top spot in 14 years. Meanwhile, Samsung's smartphone business,...
Friday 19 December 2025
China eases rare earth export curbs as shipments rebound
China has begun easing restrictions on rare earth exports by approving a series of general licenses for qualified suppliers, according to the Ministry of Commerce on December 18,...
Friday 19 December 2025
Memory shortages reshape smartphone market as costs hit 35% of mid-range devices
Research institutions predict that global smartphone shipments could decline by 1–2% in 2026 due to memory shortages, with mid- and low-range devices expected to be most affected...
Thursday 18 December 2025
Rising memory and wafer costs to weigh on 2026 smartphone shipments, Counterpoint Research says
The smartphone market is expected to contract in 2026 as rising costs for memory and advanced process wafers drive manufacturers to reconsider pricing and specifications, according...
Wednesday 17 December 2025
Polytronics bets on 2026 turnaround as US defense orders rebound

Taiwan-based circuit protection component maker Polytronics said its business likely hit a trough in 2025 and is poised for recovery next...

Wednesday 17 December 2025
Wah Hong ramps up mass production for smart meter applications with shipments surging
Wah Hong Industrial, a leading Taiwanese optical film and advanced materials maker, remains focused on product upgrades and structural adjustments to enhance overall competitiveness,...