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NEWS TAGGED SHIPMENTS
Wednesday 19 November 2025
AI and chip demand drives Taiwan air freight rates higher
Taiwan's air cargo market is bracing for further increases in shipping prices as sustained demand for AI servers and semiconductor components drives record export volumes. Freight...
Wednesday 19 November 2025
Vivo sub-brand iQOO to enter Taiwan smartphone market with launch scheduled for November 28
Vivo's smartphone sub-brand iQOO is set to debut in Taiwan on November 28, introducing its iQOO 15 flagship model. Industry analysts project limited overall market growth due to Taiwan's...
Wednesday 19 November 2025
Iron Force expands into AI cooling systems with new factory
In recent years, Taiwan's automotive component makers have aggressively expanded into adjacent high-growth sectors, including thermal modules for AI servers and parts for semiconductor...
Tuesday 18 November 2025
Samsung, SK Hynix inventory drop signals AI memory supercycle
South Korea's top memory chip makers are entering what industry executives call a full-scale "supercycle," as Samsung Electronics and SK Hynix report steep inventory reductions through...
Tuesday 18 November 2025
Samsung's customer list reshuffles as Alphabet returns and Tesla's $16.5bn chip deal goes on the books

Samsung Electronics has released its regulatory filing for the third quarter of 2025, revealing that Google—whose parent company...

Sunday 16 November 2025
Semco eyes big tech deals in the glass substrate boom
Samsung Electro-Mechanics (Semco) is reportedly in supply talks with several Big Tech companies, two years after moving into glass substrates. Seen as a next-generation breakthrough...
Friday 14 November 2025
Carbon fiber specialist Bonny Worldwide expands into Airbus supply chain
Carbon fiber composite manufacturer Bonny Worldwide has successfully expanded from the sports equipment sector into the aerospace industry, partnering with Taiwan's Aerospace Industrial...
Friday 14 November 2025
Premiumization boosts Qualcomm as Apple posts fastest growth in India
India's smartphone market hit a five-year peak in the festive third quarter of 2025, growing 4.3% year-over-year to 48 million units, according to IDC data released recently. The...
Friday 14 November 2025
Coretronic and Radiant expand beyond displays, betting on drones and advanced optics
Taiwan's leading backlight module suppliers, Coretronic and Radiant Opto-Electronics, are diversifying into new sectors as demand in the traditional display market slows. The new...
Friday 14 November 2025
Edison Opto expects automotive momentum to reboot operations in 2026
LED firm Edison Opto reported weak results for its lighting products in the third quarter of 2025, with shipments to customers in the Middle East and Europe falling short of expectations...
Friday 14 November 2025
Mini LED TV market reshuffled: Chinese firms' dominance forces Korean players to retreat
Market researchers now expect Mini LED televisions to ship at nearly twice the volume of OLED sets in 2025 — roughly 1.8 times as many — marking a decisive shift in the...
Friday 14 November 2025
Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026

With demand for AI servers accelerating, Taiwan's electronics supply chain is preparing for an unusually strong fourth quarter in 2025...

Thursday 13 November 2025
Inventec anticipates growth in 2026 fueled by servers and NB
Inventec President Jack Tsai stated that AI demand has been strong, and server shipments are expected to achieve double-digit growth in 2026, with AI servers growing more than 40%...
Thursday 13 November 2025
Apex Material Technology reports 3Q25 revenue and profit gains on medical and industrial demand
Apex Material Technology, a manufacturer specializing in touch panels and optical lamination services, reported revenue and profit growth in the third quarter of 2025, driven by rising...
Wednesday 12 November 2025
Global smartphone shipment forecast, 2026 and beyond

Introduction