CONNECT WITH US
NEWS TAGGED NOTEBOOK SHIPMENTS
Thursday 12 March 2026
Argosy expects double-digit growth in 2026, driven by Vietnam plant and new connector specs
Connector maker Argosy is set to defy the expected 5-10% decline in notebook shipments in 2026 by leveraging strong demand for server long-DIMM modules, scaling next-gen CABB and CAMM2...
Tuesday 10 March 2026
Notebook shipment update, January 2026

Introduction

Tuesday 10 March 2026
Quanta AI server surge cuts notebook revenue share below 20%

Quanta continued to benefit from demand for AI servers. In February 2026, notebook shipments were weak, yet revenue declined only 6.6% month-over-month...

Tuesday 24 February 2026
Apple and Samsung tighten grip on premium smartphone segment as rivals rethink product mix
Memory supply shortages and rising prices for electronics components are expected to weigh on smartphone and notebook shipments in 2026, industry sources say. Mid- to low-end smartphone...
Thursday 12 February 2026
Taiwan notebook industry, 4Q 2025

Introduction

Tuesday 10 February 2026
Memory cost pressures lead ODMs to adopt cautious 2026 outlook for notebook shipments
Notebook ODMs reported mixed January 2026 shipment results, with Quanta declining year-over-year while Wistron and Inventec showed growth. The industry expects a first quarter seasonal...
Monday 9 February 2026
Wistron navigates supply chain challenges while targeting broad growth

Taiwanese ODM Wistron is projecting robust growth in 2026, with confidence extending beyond revenue to profitability. Jeff Lin, Wistron's...

Friday 9 January 2026
Quanta hits record monthly, quarterly, and annual revenue on AI server boom
Powered by continued AI server momentum, Quanta delivered record revenue in December 2025, the fourth quarter, and the full year. The company is optimistic about 2026, citing higher...
Wednesday 31 December 2025
Notebook shipment update, November 2025

Introduction

Thursday 11 December 2025
Pegatron reports November revenue decline amid shipment drops, expects improvement in 4Q25
Pegatron announced its November 2025 revenue stood at NT$101.8 billion (approx. US$3.27 billion), representing a 13.6% decrease from October and a 3.74% decline compared to November...
Thursday 27 November 2025
Notebook shipment update, October 2025

Introduction

Thursday 13 November 2025
Inventec anticipates growth in 2026 fueled by servers and NB
Inventec President Jack Tsai stated that AI demand has been strong, and server shipments are expected to achieve double-digit growth in 2026, with AI servers growing more than 40%...
Monday 10 November 2025
Taiwan notebooks, 3Q 2025

Introduction

Thursday 6 November 2025
Inventec notebook shipments fall 15.79% in October amid seasonal slowdown
Inventec reported a 15.79% month-on-month decline in notebook shipments to 1.6 million units in October 2025, largely attributed to a high base effect from the end of the third quarter...
Thursday 6 November 2025
Early orders and tariff fears cool NB demand in holiday quarter

The traditional year-end peak for notebook shipments has failed to materialize in the fourth quarter of 2025, with demand weaker than...