News tagged inventory at DIGITIMES

NEWS TAGGED INVENTORY

Thursday 12 March 2026

Asustek posts record NT$44.6 billion profit in 2025, server revenue to double in 1Q26

Benefiting from the continued expansion of its artificial intelligence (AI) server business, Asustek Computer reported a record full-year net profit after tax of NT$44.56 billion (approx...

Thursday 12 March 2026

Asia Optical posts strong 2025 profit growth led by tech upgrades

Asia Optical reported robust growth in 2025, with net revenue reaching NT$26.446 billion (US$831.1 million), up 15% year-over-year, and operating profit increasing 28%. Despite a fourth-quarter...

Tuesday 10 March 2026

Apogee narrows 2025 losses, eyes US broadband buildout in 2026

Optical communication filter maker Apogee narrowed its 2025 losses, reporting consolidated revenue of NT$490 million (US$15.38 million), up 47.7% year on year, and a net loss attributable...

Tuesday 10 March 2026

Micro LED ramp in 1Q26 seen lifting Taiwan's Ennostar out of slump

Ennostar widened its loss in the fourth quarter of 2025 as seasonal weakness, softer demand, and customer inventory adjustments weighed...

Tuesday 10 March 2026

Phison says NAND prices jumped 50% overnight as supply crunch continues

NAND flash prices have surged amid tightening supply, with some manufacturers raising quotations by as much as 50% overnight, according to Phison Electronics CEO Khein-seng Pua.

Monday 9 March 2026

LCD TV panel prices rise in 1Q26 as demand stays strong

After the Lunar New Year, LCD TV panel prices have continued to climb, driven by inventory buildup for sports events and rising costs. This momentum pushed February's LCD TV panel...

Sunday 8 March 2026

Adata chairman expects NAND price surge in 2H26

Memory module giant Adata reported record-high operations in 2025, with chairman Simon Chen forecasting a strong memory market throughout 2026. He highlighted that upstream manufacturers'...

Sunday 8 March 2026

Phison rides AI wave to record profits; foresees explosive growth through 2026

Phison Electronics Corp. (TPEX: 8299), a global leader in NAND flash controllers and storage solutions, has reported a blockbuster fourth quarter...

Friday 6 March 2026

Memory boom lifts Adata to record 4Q profit as inventory hits NT$30B early

Memory module maker Adata achieved record-high profits in 2025, with its fourth quarter consolidated revenue, gross margin, operating margin, pre-tax and after-tax net income, and...

Thursday 5 March 2026

PC chip orders pull forward, blurring the 2026 seasonal cycle

In recent weeks, Taiwanese IC design companies have indicated during earnings calls that advance stocking across the IT industry has been...

Thursday 26 February 2026

Nvidia constrained in China as local AI players strengthen market position

Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The...

Thursday 26 February 2026

Hotai Motor shifts to ecosystem strategies with AI data platform, aftermarket expansion in 2026

Taiwan's car market showed strong resilience in 2025 against headwinds ranging from inventory adjustments, interest rate fluctuations, and geopolitical uncertainties, with total sales...

Wednesday 25 February 2026

IC design house Raydium flags DDI off-season; large-panel orders advance on early stocking

Display driver IC supplier Raydium reported its 2025 financial results, posting full-year revenue of NT$22.4 billion (approx. US$715 million),...

Wednesday 25 February 2026

AI drives automation demand, industrial market set for gradual recovery

Following inventory corrections and demand adjustments in the global ICT industry from 2023 to 2025, the sector's economic landscape has shown clear divergence. AI server demand centered...

Thursday 12 February 2026

MCU makers raise prices as packaging costs surge

The microcontroller unit (MCU) sector has emerged from inventory destocking in 2025, with the easing of US-China tariff tensions signaling a market recovery. Industry insiders expect...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

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