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NEWS TAGGED SHIPMENTS
Thursday 24 September 2026
Eternal Materials eyes 2H26 peak season as precision equipment, advanced packaging shipments rise
Eternal Materials reported unaudited earnings before taxes (EBT) of NT$269 million (approx. US$8.47 million) in August 2026, up 28.05% from August 2025, with pre-tax earnings per share...
Thursday 24 September 2026
Supermicro begins shipping Nvidia Vera Rubin NVL72 AI racks
Supermicro has begun shipping Nvidia's next-generation Vera Rubin NVL72 systems, moving the rack-scale platform from product demonstrations into customer deployments as AI infrastructure...
Thursday 24 September 2026
OUCC sees semiconductor chemical shipments ramping up in 2027
Oriental Union Chemical Corporation (OUCC) expects shipments of semiconductor chemicals to ramp up in 2027 as more products complete customer qualification, with the Taiwan-based chemical...
Thursday 24 September 2026
ASRock Industrial's game-streaming win signals longer revenue tail, but supply risks remain

ASRock Industrial has secured a large North American game-streaming services project that could extend well into 2027, according to...

Wednesday 23 September 2026
Automotive display growth shifts to HUDs, passenger screens

The global automotive display market is entering a new phase of growth, with demand shifting away from central consoles and instrument...

Wednesday 23 September 2026
Gigabyte's Giga Computing sets up AI factory in Taiwan to accelerate rack validation

Gigabyte's AI server shipments continue to accelerate, lifting revenue and profit while prompting capacity expansion. For the first...

Tuesday 22 September 2026
DIGITIMES Insight: Full-color Micro LED set to exceed 30% of AR glasses shipments in 2027

The industry has converged on a single precondition for consumer adoption of augmented reality (AR) glasses: the product must look like...

Monday 21 September 2026
SDC president declares foldable leadership, urges Korea to defend OLED advantage

Facing aggressive expansion by Chinese competitors, Samsung Display (SDC) president and Korea Display Industry Association (KDIA) chairman...

Monday 21 September 2026
China's smart glasses boom: AI evolution, market shakeout, macro trends

China's smart glasses sector is experiencing explosive growth, driven by shifting consumer habits, rapid technological advancements,...

Monday 21 September 2026
China monitor market splits as commercial demand holds up, premium displays gain ground

China's PC monitor market is entering a period of sharper structural divergence, with commercial demand offsetting part of a weakening...

Monday 21 September 2026
HEC Compucase AI server products drive 2026 revenue growth

HEC Compucase's AI server-related rollout continues to gain traction as AI racks, cooling modules, and high-end power supplies move...

Monday 21 September 2026
Tyntek optical communications MPD ramps quarterly, 2027 capacity triples
Tyntek is rapidly expanding into optical communications as AI data-center demand drives a surge in high-speed transmission needs, with shipments set to rise significantly from the...
Monday 21 September 2026
Podcast highlights: Apple could take the lead in foldable share
DIGITIMES analyst Luke Lin said on his podcast that the foldable's pricing is more consumer-friendly than expected, but Apple's across-the-board price hikes on older models...
Sunday 20 September 2026
Charts: Two-thirds of Taiwan's chip equipment growth comes from testing AI chips

Taiwan's listed semiconductor equipment, components, and solutions suppliers are growing at nearly twice the pace of the chipmakers...

Friday 18 September 2026
Foldable smartphone panel shipments fall 13% in 1H26 as market shifts to in-fold designs
Global foldable smartphone panel shipments declined 13% year-over-year in the first half of 2026, with the contraction concentrated in clamshell products, according to Counterpoint...