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Thursday 8 January 2026
Nvidia overhauls server design as Vera Rubin gears up for volume shipments
Nvidia CEO Jensen Huang announced that the company's new Vera Rubin has entered mass production and is preparing for widespread shipments. The design represents a rare major engineering...
Thursday 8 January 2026
Win Semiconductors sees 29.37% revenue boost in 4Q25, driven by US smartphone shipments
Win Semiconductors, the world's leading gallium arsenide (GaAs) wafer foundry, reported consolidated revenue of NT$1.61 billion (US$51.31 million) for December 2025, down slightly...
Thursday 8 January 2026
Transcom's 2026 rebound: Taiwan Dome drives counter-drone demand
Transcom is targeting a return to growth in 2026 as defense procurement picks up and demand rises for counter-drone systems and air-defense infrastructure, following a steep revenue...
Wednesday 7 January 2026
H200 shipments to China set to start with low-profile approach, says CEO Jensen Huang
Nvidia has expressed optimism about resuming sales of its H200 AI chips to China, while stressing that any return to the market will proceed quietly, without public announcements...
Wednesday 7 January 2026
LCD monitor panel prices rise alongside TV panels amid supply tightness
The LCD monitor end market entered a seasonal downturn at the start of 2026, with panel demand relatively weak. However, rising LCD TV panel prices and some brands increasing inventory...
Tuesday 6 January 2026
Why China smartphone brands are turning to ByteDance's Doubao to break Apple-Huawei's hold on premium phones
Several Chinese smartphone brands are moving closer to Doubao, ByteDance's LLM platform, accelerating partnerships tied to AI smartphones. The shift reflects mounting pressure from...
Monday 5 January 2026
iPhone 17 sales surge lifts Apple past 20% share in China

Apple's iPhone 17 series has driven a notable recovery in China, pushing the company's market share back above 20% and lifting monthly...

Monday 5 January 2026
NAFCO posts record December revenue and is optimistic for 2026
The National Aerospace Fasteners Corporation (NAFCO) revenue for December 2025 hit a new record of NT$405 million (approx. US$12.9 million), up 7.84% month-over-month and 19.61% year-over-year...
Monday 5 January 2026
Smart wearable demand rises as 2026 poses challenges in costs and features
Smartwatch shipments returned to an upward trajectory in 2025 with products from Huawei, Xiaomi, Apple, and Samsung Electronics, further boosted by strong demand in China.
Saturday 3 January 2026
Analysis: Chip boom squeezes device makers as surging component costs threaten margins
The global semiconductor market is projected to reach US$1 trillion as early as 2026, significantly ahead of previous industry forecasts targeting 2030. The World Semiconductor Trade...
Wednesday 31 December 2025
China's CXMT eyes US$4.2B Shanghai IPO to fuel memory chip expansion

China's leading domestic DRAM maker, ChangXin Memory Technologies (CXMT), is seeking to raise CNY29.5 billion (approx. US$4.2 billion)...

Wednesday 31 December 2025
Notebook shipment update, November 2025

Introduction

Wednesday 31 December 2025
BOE to lead global TV panel shipments in 2026; industry forecasts remain mixed
BOE Technology Group (BOE) is poised to retain its position as the world leader in TV panel shipments in 2026, with market projections showing stable volumes after a significant increase...
Wednesday 31 December 2025
Limited 2026 sports boost seen for panel shipments; foldable displays gain traction
Despite support from major international sports events, the global display panel industry faces a cautious outlook in 2026, with shipment growth no longer assured. Market uncertainty...
Wednesday 31 December 2025
Ability Opto-Electronics eyes strong 2026, expands in Vietnam
Ability Opto-Electronics Technology (AOET) expressed optimism for its 2026 operations during its earnings call on December 30, despite the notebook market being impacted by rising...