News tagged shipments at DIGITIMES

NEWS TAGGED SHIPMENTS

Friday 22 May 2026

Tech Forum 2026: As notebook and smartphone sales slow, AI devices take a larger share

Global notebook and smartphone shipments are expected to weaken in 2026, but AI-enabled devices are set to take a larger share of both...

Friday 22 May 2026

Tech Forum 2026: AI agents drive Arm CPU demand surge; 2026 shipments expected to exceed 6 million units

On May 20, 2026, DIGITIMES held its Tech Forum, where senior analyst Jim Hsiao delivered a presentation, "AI server market outlook and trends amid the explosion of agent applications."...

Thursday 21 May 2026

Taiwan 5G FWA CPE industry, 1Q 2026: Rebounding shipments and AI-driven supply crunch

Introduction

Thursday 21 May 2026

Auras Technology raises 2026 revenue outlook as AI-driven liquid cooling demand grows

Auras Technology said strong AI server demand will sustain growth in thermal management through 2028, driving the company to raise its full-year revenue growth forecast for 2026. Executives...

Thursday 21 May 2026

Iron Force eyes North America production, AI server cooling shipments in 2Q26

Iron Force Industrial saw short-term pressure in its operations during the first quarter of 2026, due to tariff swings in the US-China trade war, adjustments to its product mix, and...

Wednesday 20 May 2026

Taiwan Wi-Fi router industry, 1Q 2026: Steady recovery, rising value, and telecom-led demand

Introduction

Wednesday 20 May 2026

Google and Blackstone could lift ASIC demand with TPU leasing joint venture

Recent media reports say Google is set to team up with Blackstone to form a new cloud computing leasing company, with Blackstone as the main shareholder. The new venture aims to build...

Wednesday 20 May 2026

Taiwan suppliers look past Tesla as China's robot makers scale up

Tesla remains a bellwether for humanoid robots, but its delayed production timeline is prompting Taiwanese suppliers to reassess where...

Wednesday 20 May 2026

Nvidia earnings set to beat again on AI rack boom

Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.

Wednesday 20 May 2026

Inside the LEO boom: How Starlink and rivals are reshaping global PCB supply chains

The global satellite communications industry is accelerating the deployment of next-generation infrastructure, unlocking the commercial potential of low-Earth-orbit (LEO) networks,...

Tuesday 19 May 2026

Rising memory costs hit China's OLED suppliers harder than Korean rivals

Rising memory prices are squeezing the smartphone OLED panel market. Chinese suppliers are feeling it more than their Korean rivals, as handset makers scale back production plans.

Monday 18 May 2026

Ilitek eyes 2Q26 ramp for OLED TDDI and auto products

Ilitek, a Taiwan-based DDI maker, said its first-quarter 2026 results were hit by seasonal softness and rising memory prices, which prompted Chinese smartphone brands to become more...

Sunday 17 May 2026

AI drives Cisco orders, lifts Taiwan networking suppliers

Cisco's latest earnings report has injected fresh momentum into the networking industry, with CEO Chuck Robbins highlighting strong order momentum in AI infrastructure, which helped...

Friday 15 May 2026

Global server market and shipments, 2026: Agentic AI drives global server shipments near 20 million mark in 2026

Introduction

Friday 15 May 2026

Pan-International shifts to AI servers and AFM motors to drive over half of revenue by 2030

Pan-International Industrial Corp. said it recorded about NT$1.25 billion (US$39.62 million) in revenue and a small loss in the first quarter of 2026 after customers deferred shipments...

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Apr 28, 08:00

AI anti-fraud solution wins virtual asset security hackathon

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook