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Friday 14 August 2026
European notebook revenue jumps 14.8% as unit sales fall
European notebook sell-through fell 1% year-over-year in units in the second quarter of 2026, but revenue rose 14.8% as the average selling price (ASP) climbed 15.3% to EUR801 (approx. US$923), according to CONTEXT's European distribution panel.
Friday 14 August 2026
Dixon Technologies to take 51% stake in new smartphone OEM venture with vivo Mobile India

Dixon Technologies has disclosed plans to incorporate a new subsidiary, Adivistar Electronics India Private Limited, in which it will hold a 51% equity stake, according to a regulatory filing dated August 12.

Friday 14 August 2026
Phison reports record second quarter profit as AI storage demand surges
Phison Electronics reported record second-quarter results for 2026, with profit and revenue both reaching new highs as AI-driven storage demand accelerated. The Taiwan-based NAND controller supplier said quarterly net profit rose to NT$26.219 billion and earnings per share reached NT$118.57.
Friday 14 August 2026
Quanta posts record second quarter revenue as AI server demand surges
Quanta Computer reported record second-quarter results on August 13, driven by strong demand for AI servers and notebooks. The Taiwanese electronics manufacturer said consolidated revenue, gross profit, operating profit, and earnings per share all reached quarterly highs in the second quarter of 2026.
Friday 14 August 2026
Analysis: Google's Pixel tests Android's competitive balance

Google's Pixel 11 launch signals a broader shift in mobile hardware, with implications that extend beyond the company's own sales. As AI features, ecosystem control, and supply-chain choices reshape the smartphone market, Google must balance its ambitions with partner relations across Android's global network and consumer markets.

Friday 14 August 2026
Lenovo turns a memory-price shock into a share gain
Lenovo Group's first quarter of fiscal 2026/27 shows a company using an industry-wide cost problem as a competitive weapon. Group revenue reached US$26.9 billion for the three months ended June 30, 2026, up 43% year on year — the fastest growth in five years — while the underlying business also became more profitable, with adjusted net income up 176% to US$1.1 billion and gross margin widening to 16.5% from 14.7%. Reported results show a net loss of US$609 million, but that swing is a single non-cash item: a fair-value charge on outstanding warrants, unrelated to trading performance.
Friday 14 August 2026
Lenovo says it will hit its US$100 billion revenue target early, even as memory costs squeeze devices
Lenovo Group told investors on its August 13, 2026 earnings call that record AI-driven growth is outpacing the company's targets, even as executives warned that memory chip shortages will continue to squeeze device costs into next year. chairman and CEO Yuanqing Yang said the group's goal of reaching US$100 billion in annual revenue, originally set for "two years" from the start of the fiscal year, is now on track to be achieved "sooner than planned," with a further target of US$130 billion in revenue and a net margin above 5% raised by analysts on the call and left unchallenged by management as the multi-year direction.
Friday 14 August 2026
Qisda unit expands robot computing platform into Europe and U.S. supply chains
Acepillar, a unit of Qisda, said it has extended its industrial PC, motion control, and automation capabilities into humanoid robotics as global demand shifts toward high-compute, low-latency control systems. The company said its integrated computing platform has passed overseas customer validation, entered mass delivery, and is now being applied in international humanoid robot deployments, including in Europe and the US.
Friday 14 August 2026
Asus sees stronger second-half PC demand despite memory pressure, stronger server outlook
Asus said record second-quarter results have set a higher base for 2026. Still, investors are now watching whether the company can sustain momentum through the second half as memory prices climb and global PC demand remains uneven. The company expects third-quarter PC revenue to rise 15% to 20% quarter-on-quarter, helped by both pricing and shipments.
Thursday 13 August 2026
Pegatron profit surges on AI server shipments and stronger product mix
Pegatron reported its second-quarter 2026 results on the 12th, saying net profit attributable to the parent company rose more than 14-fold year-on-year as shipments of information products and consumer electronics strengthened. The Taiwan-based electronics manufacturer said AI server demand is expected to remain a key growth driver in the second half of 2026.
Thursday 13 August 2026
Asus raises server outlook as AI demand lifts record second quarter results
Asus reported record second-quarter 2026 results driven by servers and PCs, while management pointed to strong demand for AI computing and cloud infrastructure. The Taiwan-based PC and hardware vendor said server order visibility remained high and lifted its full-year server revenue growth target from 100% to at least 150%.
Thursday 13 August 2026
Asus projects up to 150% server growth as AI demand lifts results
Asustek Computer said growth in its AI server and PC businesses pushed revenue, operating profit, and net profit to record highs in the second quarter of 2026. The Taiwan-based hardware maker also projected continued third-quarter growth across its main business lines as it expands in AI servers and new AI PC form factors.
Thursday 13 August 2026
Honor's Robot Phone launch signals a bigger bet: turning smartphones into AI hardware
Honor unveiled the Robot Phone on August 12, 2026, calling it the world's first "robot phone" and positioning it as the clearest hardware expression yet of the company's push to become an AI device maker rather than just a smartphone brand. Preorders opened the same evening, with sales beginning August 18.
Thursday 13 August 2026
PC 2H26 pull-forward correction hits peripheral chip makers
As 2026 enters its second half, the PC market is facing pressure from both demand and supply. Rising memory and CPU prices are pushing up system prices and weighing on end-market demand, while AI data centers are crowding out memory capacity and reducing allocation for the consumer market; shortages are also appearing in CPUs and a range of peripheral chips.
Thursday 13 August 2026
Inventec posts record second-quarter profit as notebook margins narrow
Inventec reported record net profit and earnings per share in 2Q26, even as gross margin declined and supply constraints intensified. The Taiwan-based electronics manufacturer said server products accounted for more than half of revenue in the quarter, while a higher proportion of rack-level shipments pressured profitability.
Wednesday 12 August 2026
FocalTech expects demand to improve in the second half of 2026
Touch controller and display driver IC maker FocalTech Systems said it saw revenue regain quarter-on-quarter momentum in the second quarter of 2026 as the 618 shopping festival, new device launches, and stronger notebook and tablet demand lifted sales. The company, which held an investor briefing, said persistent memory price pressure and weak peak-season demand for high-end Android phones still kept revenue below 2025 levels.
Tuesday 11 August 2026
Fitipower sees e-paper and e-label growth, warns on 2H26 demand

Taiwanese display driver IC (DDI) maker Fitipower Integrated Technology's Chairman Young Lin said the company will roll out several new products for sampling and mass production in 2026, laying the groundwork for continued revenue growth. He added that the e-paper and electronic label markets are a major focus, with Fitipower hoping for sequential quarterly growth this year. However, he said end-market demand is not yet strong and still requires caution.

Tuesday 11 August 2026
Asus posts record July revenue on strong AI server demand
Asustek Computer (Asus) reported July 2026 group revenue of NT$84.13 billion (approx. US$2.61 billion), a record high for the period, up 53.3% from a year earlier but down 21% from the previous month. Growth was driven by strong demand for artificial intelligence (AI) servers. Group consolidated revenue for the first seven months of 2026 totaled NT$550.23 billion, up 40.9% year-over-year.
Tuesday 11 August 2026
Radiant braces for Apple delays as auto, AI PC lift growth
Apple's new product shipments are likely to be delayed, with supply chain sources saying a model originally slated for shipment in the fourth quarter of 2026 may slip to the first quarter of 2027. Apple is also expected to keep rolling out new OLED devices from late 2026 into early 2027.
Saturday 8 August 2026
Quanta posts second-highest monthly revenue as notebook shipments plunge 38%
Quanta Computer posted its second-highest monthly revenue on record in July, as strong AI server demand sustained growth even as notebook shipments fell nearly 38% from June.
Saturday 8 August 2026
Clevo bets on differentiated design for 2H26 notebook growth
Clevo president Simon Tsai said AI is extending from infrastructure to consumers, boosting not only the PC industry but also traffic at IT malls. At Clevo's Buynow retail chain, humanoid robots from Unitree Robotics have become hot attractions, helping reshape the product mix in IT retail.
Saturday 8 August 2026
IT panel demand cools as August prices hold steady
IT panel demand weakened in the third quarter, with both monitors and notebook panels facing a demand correction after early restocking in the first half of the year. But with chip and other component costs remaining high and panel makers seeing limited room for profit, suppliers are showing little willingness to cut prices, while brand customers have not intensified pricing pressure, leaving August IT panel prices likely to stay flat.
Saturday 8 August 2026
Elan warns CPU and DRAM shortages will strain 2H26 PC demand
Taiwanese touch controller maker Elan held an earnings call on August 5 and said overall operations in the second quarter of 2026 were still solid, but the PC market in the third quarter and second half could be tougher than in the first half. The company said component shortages are disrupting customer shipments because of imbalances in parts supply, though it will stay in close contact with customers and remain ready to handle rush and urgent orders.
Friday 7 August 2026
Wistron sees AI server growth accelerate in August; new HPE, Lenovo and Oracle orders add 4Q26 lift

Wistron expects stronger AI server growth in August 2026 after reporting July revenue of NT$308.22 billion (approx. US$9.53 billion), down 4.2% month-over-month but up 60.8% year-over-year. Revenue for the first seven months reached NT$2.05 trillion, up 88.2% from a year earlier. The company expects AI server shipments to grow sequentially throughout the second half of 2026.

Thursday 6 August 2026
Apple's CXMT play reportedly backfires on DUV limits, giving Samsung and SK Hynix more DRAM leverage

Apple's attempt to use China's ChangXin Memory Technologies (CXMT) as leverage against Samsung Electronics and SK Hynix has backfired. The two Korean chipmakers now hold stronger, not weaker, negotiating power over DRAM supply, according to South Korean and Chinese trade press.