News tagged shipments at DIGITIMES

NEWS TAGGED SHIPMENTS

Friday 22 May 2026

Taiwan broadband CPE industry, 1Q 2026: 10G upgrades drive volume but pricing pressures linger

Introduction

Friday 22 May 2026

AP Memory IPD enters Intel's EMIB supply chain, shipments set for 2Q26

Specialty memory design company AP Memory is positioning itself to capture growth momentum from stack silicon capacitors (S-SiCap). The company said its discrete S-SiCap products,...

Friday 22 May 2026

Memory shortage reaches smartphone OLED market as shipments fall 12%

A global memory shortage is spreading into the smartphone OLED market, cutting handset production and adding pressure on display makers...

Friday 22 May 2026

Nvidia's rapid AI iteration cycle strains supply chain partners

Nvidia's record revenue, profit, and margins are masking growing strain across its supply chain, as increasingly compressed product cycles and surging AI demand force suppliers to...

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.

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BIZ FOCUS

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