News tagged component at DIGITIMES

NEWS TAGGED COMPONENT

Friday 9 October 2026

Ample revenue slips in September as passive component demand stays strong

Ample Electronic, a supplier of conductive paste materials for the passive components industry, reported September 2026 revenue of NT$304 million (approx. US$9.6 million), down...

Thursday 8 October 2026

Microloops sees 2027 growth as ASIC shipments near GPU crossover

Microloops, a thermal module maker, reported September 2026 consolidated revenue of NT$421 million (approx. US$13.2 million), up 25.12% year-over-year but down 17.88% month-over-month,...

Wednesday 7 October 2026

Quanta says September server dip is normal as revenue falls 23% from August

Quanta Computer shipped 4.2 million notebooks in September 2026, up more than 60% from August. Yet its revenue for the month fell more than 20% because server shipments dropped from...

Wednesday 7 October 2026

Exclusive: Chinese notebook ODMs win HP, Dell orders, pressuring Taiwanese suppliers

Chinese notebook original design manufacturers (ODMs) are rapidly catching up, with supply chain sources saying Huaqin and Luxshare have won major orders from HP and Dell, sending...

Wednesday 7 October 2026

Repon revenue slips in September as Vera Rubin, ASIC slide rail shipments ramp up

The AI server supply chain is poised for a stronger quarter as Nvidia's Vera Rubin and AWS's Trainium 3 gradually ramp up, with momentum expected to strengthen across the supply chain...

Tuesday 6 October 2026

Notebook downturn splits supply chain: ODMs lean on servers, component makers seek new growth

Notebook shipments performed better than expected in the first half of 2026, but the market entered a sharp downturn beginning in September, in stark contrast to previous years, when...

Monday 5 October 2026

Quanta suspends HP supply for a week to press for higher NB prices

Quanta, a leading notebook ODM, reportedly cut off supply to Hewlett-Packard (HP) for one week in September 2026, forcing HP to raise prices as Quanta drew on its surging server business...

Friday 2 October 2026

Huawei hikes flagship prices up to US$200 as memory shortages hit smartphone margins

Soaring memory procurement costs are pushing smartphone makers to pass expenses on to consumers. As artificial intelligence (AI) infrastructure expansion continues to squeeze global...

Thursday 1 October 2026

Qualcomm says PC chip shortages are manageable; price swings hit harder

Qualcomm's senior vice president and general manager of the compute and gaming business, Kedar Kondap, said the biggest challenge facing the PC industry is not component shortages,...

Wednesday 30 September 2026

Murata begins mass production of world's smallest three-terminal MLCCs

Murata Manufacturing has started mass production of its LLD series, a new class of ultra-compact capacitors that could help device makers worldwide fit more power management into smaller...

Wednesday 30 September 2026

Column: Memory and logic collide as AI shifts the balance

As HBM approaches half the cost of a GPU-HBM CoWoS package, can memory still be viewed as merely a passive component of AI computing? The answer goes back to the "memory wall," a challenge...

Wednesday 30 September 2026

From EVs to AI humanoid robots: Tesla leans on Chinese manufacturing once again

Energy, AI robotics, and autonomous vehicle maker Tesla is reportedly replicating its electric vehicle (EV) playbook by turning to Chinese manufacturing to support the supply chain...

Tuesday 29 September 2026

South Korean component makers face price cuts as memory costs climb

South Korean electronics component suppliers are under growing pressure as rising memory prices drive chip inflation deeper into the...

Saturday 26 September 2026

Wi-Fi 7 drives enterprise network refresh as channel inventories normalize

Europe's enterprise networking market is emerging from a two-year inventory correction as Wi-Fi 7 adoption accelerates and pulls spending...

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...

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