CONNECT WITH US
NEWS TAGGED SHIPMENTS
Friday 9 January 2026
Nvidia's Vera Rubin production timeline sparks debate as HBM4 readiness and talks with Korean memory makers draw scrutiny
Nvidia's next-generation AI superchip, Vera Rubin, has become the center of industry debate following comments by CEO Jensen Huang at CES 2026, where he said the product had entered...
Friday 9 January 2026
Foxconn, Wistron, Quanta to sustain trillion-dollar revenue on AI server in 2026
AI server demand pushed Taiwan's three major ODMs — Foxconn, Wistron, and Quanta — to record-high revenue in 2025, with all three surpassing NT$1 trillion (US$32 billion)...
Friday 9 January 2026
TSMC posts strong full-year growth in 2025 as December revenue eases on seasonal shipment patterns
TSMC reported solid year-over-year growth in December 2025 revenue, even as monthly momentum softened slightly toward the end of the year, underscoring resilient underlying demand...
Friday 9 January 2026
Lite-on Technology sees 20% revenue growth in 2025, driven by power management systems
Lite-on Technology reported consolidated global revenue of NT$14.9 billion (approx. US$473 million) for December 2025, reflecting a 5% increase from the previous month and an 11%...
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...
Thursday 8 January 2026
Nvidia overhauls server design as Vera Rubin gears up for volume shipments
Nvidia CEO Jensen Huang announced that the company's new Vera Rubin has entered mass production and is preparing for widespread shipments. The design represents a rare major engineering...
Thursday 8 January 2026
Win Semiconductors sees 29.37% revenue boost in 4Q25, driven by US smartphone shipments
Win Semiconductors, the world's leading gallium arsenide (GaAs) wafer foundry, reported consolidated revenue of NT$1.61 billion (US$51.31 million) for December 2025, down slightly...
Thursday 8 January 2026
Transcom's 2026 rebound: Taiwan Dome drives counter-drone demand
Transcom is targeting a return to growth in 2026 as defense procurement picks up and demand rises for counter-drone systems and air-defense infrastructure, following a steep revenue...
Wednesday 7 January 2026
H200 shipments to China set to start with low-profile approach, says CEO Jensen Huang
Nvidia has expressed optimism about resuming sales of its H200 AI chips to China, while stressing that any return to the market will proceed quietly, without public announcements...
Wednesday 7 January 2026
LCD monitor panel prices rise alongside TV panels amid supply tightness
The LCD monitor end market entered a seasonal downturn at the start of 2026, with panel demand relatively weak. However, rising LCD TV panel prices and some brands increasing inventory...
Tuesday 6 January 2026
Why China smartphone brands are turning to ByteDance's Doubao to break Apple-Huawei's hold on premium phones
Several Chinese smartphone brands are moving closer to Doubao, ByteDance's LLM platform, accelerating partnerships tied to AI smartphones. The shift reflects mounting pressure from...
Monday 5 January 2026
iPhone 17 sales surge lifts Apple past 20% share in China

Apple's iPhone 17 series has driven a notable recovery in China, pushing the company's market share back above 20% and lifting monthly...

Monday 5 January 2026
NAFCO posts record December revenue and is optimistic for 2026
The National Aerospace Fasteners Corporation (NAFCO) revenue for December 2025 hit a new record of NT$405 million (approx. US$12.9 million), up 7.84% month-over-month and 19.61% year-over-year...
Monday 5 January 2026
Smart wearable demand rises as 2026 poses challenges in costs and features
Smartwatch shipments returned to an upward trajectory in 2025 with products from Huawei, Xiaomi, Apple, and Samsung Electronics, further boosted by strong demand in China.
Saturday 3 January 2026
Analysis: Chip boom squeezes device makers as surging component costs threaten margins
The global semiconductor market is projected to reach US$1 trillion as early as 2026, significantly ahead of previous industry forecasts targeting 2030. The World Semiconductor Trade...