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Wednesday 31 December 2025
China's CXMT eyes US$4.2B Shanghai IPO to fuel memory chip expansion

China's leading domestic DRAM maker, ChangXin Memory Technologies (CXMT), is seeking to raise CNY29.5 billion (approx. US$4.2 billion)...

Wednesday 31 December 2025
Notebook shipment update, November 2025

Introduction

Wednesday 31 December 2025
BOE to lead global TV panel shipments in 2026; industry forecasts remain mixed
BOE Technology Group (BOE) is poised to retain its position as the world leader in TV panel shipments in 2026, with market projections showing stable volumes after a significant increase...
Wednesday 31 December 2025
Limited 2026 sports boost seen for panel shipments; foldable displays gain traction
Despite support from major international sports events, the global display panel industry faces a cautious outlook in 2026, with shipment growth no longer assured. Market uncertainty...
Wednesday 31 December 2025
Ability Opto-Electronics eyes strong 2026, expands in Vietnam
Ability Opto-Electronics Technology (AOET) expressed optimism for its 2026 operations during its earnings call on December 30, despite the notebook market being impacted by rising...
Tuesday 30 December 2025
Chinese GPU provider Lisuan Technology begins shipping self-developed 7G100 GPU
Chinese GPU developer Lisuan Technology has started shipping its 7G100 GPU, marking a significant step toward commercialization. Reported by Jiemian News, the GPU uses TSMC's...
Tuesday 30 December 2025
H200 exports to China point to controlled easing in US semiconductor policy
Nvidia has reportedly informed its Chinese customers of its intention to deliver H200 AI chips by mid-February 2026, with shipments targeting 5,000 to 10,000 modules. This volume...
Monday 29 December 2025
Smartphone market 2026: Can AI, smart glasses, and foldables revive demand?
Tariffs, inflation, and geopolitical risk continue to cloud the global economy, while the smartphone industry faces fresh pressure from higher upstream material costs and component...
Monday 29 December 2025
8-inch foundry price rises take hold as BCD, HV nodes lead
The global 8-inch wafer foundry market has entered a price upcycle. Foundries, including SMIC and Hua Hong Semiconductor, along with major Taiwanese and South Korean mature-node players,...
Friday 26 December 2025
AMD wins major Alibaba MI308 chip order to challenge Nvidia H200
Nvidia CEO Jensen Huang recently received US President Donald Trump's approval for the H200 to return to the China market. Shipments to Chinese customers were reportedly fast-tracked...
Friday 26 December 2025
Taiwan smartphone market growth to stall in 2026 amid rising prices and memory squeeze
Taiwan's smartphone market is expected to face another challenging year in 2026, as rising device prices, extended replacement cycles, and persistent memory supply constraints limit...
Friday 26 December 2025
US drone ban opens door for Taiwan's non-China chip designers
Taiwan's integrated circuit design houses are accelerating shipments to the global drone market as US trade restrictions on Chinese manufacturers reshape international supply chains...
Wednesday 24 December 2025
Innolux shifts FOPLP from volume to validation as US client drives orders, plant closures loom
Chairman Jim Hung said Innolux will deprioritize shipment volume for its fan-out panel-level packaging (FOPLP) business in 2026, shifting its focus to redistribution layer (RDL) and...
Wednesday 24 December 2025
SMIC signals mature-node price turnaround with reported 10% hike
China's leading foundry, SMIC, is reported to have issued price increase notices to selected customers, marking the start of a pricing adjustment. The company has yet to formally...
Tuesday 23 December 2025
Windows handheld gaming device specs and shipments

Introduction