CONNECT WITH US
NEWS TAGGED SHIPMENTS
Tuesday 10 November 2026
OLED smartphone panel market faces pressure in 2026, Counterpoint says
The global smartphone display market faces a weaker 2026, as OLED panel shipments and revenue are forecast to decline, while memory constraints, rising production costs, and shifting...
Tuesday 10 November 2026
Apple's OLED iPad Air targets 2027, SDC leads panel supply
Apple is reportedly set to launch an OLED iPad Air in the first half of 2027, expanding its OLED tablet lineup. The supply chain expects Samsung Display (SDC) to lead overall OLED...
Tuesday 10 November 2026
Nvidia probe fuels push for China chip curbs, raising risks for Samsung, SK Hynix
Samsung Electronics and SK Hynix face uncertainty over demand for high-bandwidth memory (HBM) as US lawmakers press for tighter controls on AI chip exports to China following allegations...
Tuesday 10 November 2026
Global smartphone revenue rises despite sharp shipment decline
Global smartphone revenue rose 3% year on year to US$114 billion in the third quarter of 2026, even as shipments fell 19%, highlighting a worldwide shift toward more expensive devices...
Tuesday 10 November 2026
KHGEARS posts record October revenue as new product shipments continue
Precision gearmaker KHGEARS International reported October 2026 consolidated revenue of NT$283 million (US$8.62 million), up 19.08% year on year and a monthly record. Revenue for the...
Tuesday 10 November 2026
Semiconductor test-interface supplier WinWay revenue falls 11.51% MoM, rises 62.62% YoY
WinWay Technology, a semiconductor test-interface supplier, reported a slight decline in October revenue as holidays reduced shipping days and customer project adjustments affected...
Tuesday 10 November 2026
CoreIntelligence sees imaging shipments fall in November
CoreIntelligence Holdings (CiHC) reported October 2026 consolidated revenue of approximately NT$3.253 billion (US$99.17 million), down 4% from September and 15% from a year earlier,...
Tuesday 10 November 2026
Simplo Technology reports lower third-quarter profit as laptop peak season disappoints
Simplo Technology's third-quarter net profit attributable to shareholders fell 27.6% from the previous quarter as laptop demand softened during the traditional peak season and a US...
Tuesday 10 November 2026
Laster Tech posts third-quarter loss as shortages delay shipments
Taiwanese LED automotive lighting module maker Laster Tech reported a net loss of NT$150 million in the third quarter of 2026, as component shortages disrupted production schedules...
Monday 9 November 2026
Arm-based servers take the lead in 4Q26 growth as Nvidia's Vera Rubin faces supply constraints
Global server shipments are forecast to reach 4.89 million units in the fourth quarter of 2026, up 5.5% sequentially, marking the year's strongest quarterly growth despite mounting...
Monday 9 November 2026
Wistron October revenue more than doubles as AI server demand surges
Strong AI server demand drove Wistron’s October 2026 revenue to NT$402.6 billion (US$12.2 billion), up 5.73% month-over-month and 1.18 times year-over-year. Revenue for the first...
Monday 9 November 2026
ECS sees 4Q26 shipments plunging 56%, targets edge AI
Weak PC demand, customer order adjustments, product transitions, and component supply changes are sharply weakening Elitegroup Computer Systems' (ECS) 2026 OEM and channel shipment...
Monday 9 November 2026
PCB manufacturer Zhen Ding Tech sets new revenue record, sees 4Q26 peak to continue
PCB manufacturer Zhen Ding Tech (ZDT) reported record revenue for October 2026, driven by peak-season demand for mobile communications products and ramping shipments of high-end AI...
Monday 9 November 2026
IC test-interface supplier WinWay hits AI, HPC record in 3Q26
WinWay reported record revenue and profit for the third quarter of 2026, driven by fully booked AI and high-performance computing (HPC) orders and expanded production capacity. The...
Friday 6 November 2026
Stockpiled in Hong Kong: Beijing limits Nvidia H200 imports as domestic silicon push accelerates
A significant backlog of advanced GPUs has accumulated in Hong Kong, according to Reuters, highlighting the widening rift between US export controls and Beijing's drive for...