News tagged shipments at DIGITIMES

NEWS TAGGED SHIPMENTS

Thursday 5 February 2026

Nvidia reportedly seeks faster HBM4 deliveries from Samsung under the global memory crunch

Nvidia has recently signaled to Samsung Electronics that it hopes to secure early deliveries of sixth-generation high-bandwidth memory, known as HBM4. At the same time, as memory makers...

Wednesday 4 February 2026

China smartphone market and industry, 4Q 2025

Introduction

Wednesday 4 February 2026

AI drives ODM/EMS growth despite weak consumer electronics in 2025

Global data center investment in 2025 has begun to shift decisively, driven by the rapid expansion of generative artificial intelligence and the growing computational demands of large-scale...

Wednesday 4 February 2026

VIS sees 1Q26 ASP dip amid product shifts, expects stable full-year pricing

Vanguard International Semiconductor (VIS) held its earnings call on January 3, 2026, projecting wafer shipments to rise 1-3% quarter-over-quarter in the first quarter of 2026 as customer...

Wednesday 4 February 2026

China leads the humanoid robot supply chain, with 2026 sales forecast to jump

Morgan Stanley is bullish on China's humanoid robot market, forecasting sales to surge 133% year-over-year to 28,000 units in 2026. As supply-chain costs decline and mass production...

Wednesday 4 February 2026

Memory and upstream material price hikes squeeze profits, Chinese panel makers shift to ultra-large sizes

Rising raw material costs and exchange rate fluctuations have driven upstream panel material suppliers in China to raise prices on glass substrates, polarizers, target materials, and...

Tuesday 3 February 2026

iPhone gains in China squeeze MediaTek, Qualcomm revenues

Last week, Apple released its latest financial results for the first quarter of fiscal year 2026, with the iPhone 17 series continuing to post strong sales. Overall, iPhone shipments...

Tuesday 3 February 2026

AI redraws data center power architecture as rack-level energy systems go mainstream

Generative AI (GenAI) is driving a surge in computing demand, pushing data center competition beyond server performance toward infrastructure...

Tuesday 3 February 2026

India's smartphone market posts mixed growth in 2025, premium segment drives value gains

India's smartphone market experienced a mixed trajectory in 2025, according to Counterpoint Research. The year began on a softer note, weighed down by elevated inventory and...

Tuesday 3 February 2026

Nexperia plans Malaysia expansion in face of geopolitical risks and automotive supply concerns

Geopolitical tensions between the Netherlands and China led to Nexperia halting shipments at the end of 2025, raising concerns over potential disruptions in the automotive semiconductor...

Monday 2 February 2026

Taiwan PCB makers vie for AI server market with new 2026 capacity

As demand for AI infrastructure continues to grow steadily, major networking and server PCB suppliers such as Gold Circuit Electronics (GCE), First Hi-tec (FHt), and Allied Circuit...

Sunday 1 February 2026

China controls 80% of global AI glasses production

China has become the primary manufacturing and innovation hub for AI glasses, backed by an integrated supply chain. Omdia and IDC forecast global shipments exceeding 10 million units...

Sunday 1 February 2026

LMOC ramps silicon photonics output with new MOCVD expansion plan

LandMark Optoelectronics Corporation (LMOC) reported strong fourth-quarter 2025 performance, driven by a sharp ramp in silicon photonics (SiPh) shipments, with all three profitability...

Saturday 31 January 2026

LG Display plans KRW 2 trillion OLED investment in 2026, but holds back on next-gen IT panels

LG Display, fresh off its first profitable year in four years, is preparing to step up investment in 2026 as it seeks to strengthen its...

Saturday 31 January 2026

China claims 64% of ESS battery market as South Korea scrambles to launch a comeback

The global energy storage system (ESS) market based on lithium-ion batteries expanded in 2025. According to ET News and Ddaily, SNE Research reported that global...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook