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NEWS TAGGED SHIPMENTS
Wednesday 3 June 2026
Notebook shipment update, April 2026

Introduction

Wednesday 3 June 2026
Micron's HBM4 push signals bigger Nvidia supply role
Micron Technology may supply more HBM4 memory for Nvidia's next-generation Vera Rubin platform than the market currently expects, as the US memory maker ramps up equipment investment...
Wednesday 3 June 2026
Liteon: RTX Spark could turn AI PCs into personal assistants
Liteon Technology showcased AI power management and liquid cooling solutions at COMPUTEX 2026, highlighting technologies aimed at supporting both AI PCs and next-generation AI data...
Wednesday 3 June 2026
AI cooling demand keeps booming, lifting suppliers' outlook through 2029
Strong demand for AI server cooling is extending visibility for the industry, with Asia Vital Components (AVC) and Auras Technology both forecasting sustained growth through 2029....
Wednesday 3 June 2026
Google's AI glasses to boost wearable shipments to 17.5 million in 2026
Google moved into the AI glasses market with new Android XR smart glasses co-developed with Samsung Electronics and partnerships with eyewear brands, and the entry is expected to lift...
Wednesday 3 June 2026
GSEO sees CPO business as potential second growth engine from 2027 to 2028
Genius Electronic Optical Co. (GSEO) said on May 29 that its co-packaged optics (CPO) business is moving toward rapid growth in 2027 and 2028, with shipments that could eventually...
Tuesday 2 June 2026
AI PCs and low-end MacBooks stir weak notebook market
The global notebook market is entering a new phase of competition as AI-driven products reshape demand, even as the broader recovery has fallen short of expectations. Apple is pressuring...
Monday 1 June 2026
LianDe Holdings to mass produce liquid-cooling floating fittings for US chipmaker supply chain
LianDe Holdings-KY moved into AI server liquid-cooling components and secured a spot in a US chipmaker supply chain, the firm announced, with product validation underway and volume...
Monday 1 June 2026
RoboSense dominates LiDAR for robotics with 1,458.8% YoY shipment surge in 1Q26
RoboSense Technology, an AI-driven robotics technology company, announced a historic first quarter of the year in which the robotics business exceeded 50% of total LiDAR shipments...
Monday 1 June 2026
Taiwan AI boom lifts server ODM valuations and pushes suppliers to chase higher margins
The AI boom is lifting valuations across Taiwan's system integration supply chain, while downstream vendors accelerate operations as the island's "electronic six giants" gain more...
Monday 1 June 2026
LG denies report on sale to Hisense TV as Chinese rivals gain ground
LG Electronics has denied a Korean media report that it discussed a possible sale or restructuring of its TV business with China's Hisense, as intensifying competition from Chinese...
Monday 1 June 2026
Thinking Electronic sees tighter capacity and AI orders push 2026 momentum
Thinking Electronics' outlook points to broader implications for global supply chains, as rising demand for protection components, AI data-center equipment, and electric vehicles tightens...
Sunday 31 May 2026
AUO sees automotive orders setting up revenue gains from 2026
AUO said its automotive business has entered a high-growth phase, with annual orders for in-vehicle products now exceeding current-year revenue. The company expects revenue benefits...
Friday 29 May 2026
Winbond pushes 3x-priced AI Si-Cap shipments as Semco order ramps in 2027
AI demand for high-performance chips is driving up orders for semiconductor silicon capacitors, or Si-Caps, with Samsung Electro-Mechanics and several Taiwanese memory makers emerging...
Friday 29 May 2026
Acer sees AI token economy extending Taiwan's PC supply-chain gains
Acer chairman Jason Chen said artificial intelligence (AI) is entering a new phase, shifting from early investment in energy and computing infrastructure toward token-based business...