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Friday 2 January 2026
China's CXMT moves toward IPO with global DRAM share nearing 4%
China's leading DRAM producer, ChangXin Memory Technologies (CXMT), has entered the initial public offering phase as it targets a rapid increase in global market share, aiming to...
Friday 2 January 2026
Foxconn-backed Foxtron outlines 2026 growth plans amid 2025 revenue challenges
Foxtron, backed by Foxconn, held an investor briefing on December 31, 2025, to review recent performance and forecast its strategy amid a cautious market outlook for 2026. Despite...
Friday 2 January 2026
Server ODMs remain bullish through the end of 2026 despite bubble concerns
Although AI bubble concerns persist, server ODMs remain optimistic about 2026. Nvidia's GB300 began shipping in the fourth quarter of 2025, and the new Vera Rubin architecture expected...
Friday 2 January 2026
Europe's defense tech market surges with ongoing Russia-Ukraine conflict; UK and Germany lead AI innovation
Europe's defense technology sector is experiencing rapid growth as the ongoing Russia-Ukraine war and rising geopolitical tensions drive increased investment in AI-driven defense...
Thursday 1 January 2026
2026 AI server demand tied to profitable AI as unmonetizable projects stall
As AI adoption accelerates, global and US economies in 2025 have been increasingly driven by technology companies' investments in AI infrastructure. Analysts warn that next year's...
Wednesday 31 December 2025
Taiwan smartphone market steady in 2025 despite challenges, AI phones drive growth
Taiwan's smartphone market shipped around 5 million units in 2025, remaining stable despite factors like high market penetration, longer replacement cycles, and inflation, according...
Wednesday 31 December 2025
Notebook shipment update, November 2025

Introduction

Wednesday 31 December 2025
BOE to lead global TV panel shipments in 2026; industry forecasts remain mixed
BOE Technology Group (BOE) is poised to retain its position as the world leader in TV panel shipments in 2026, with market projections showing stable volumes after a significant increase...
Wednesday 31 December 2025
E-paper is turning colorful, and the supply chain is scaling fast
With the shift from black-and-white to color boosting pull-in demand, ESG, and AI, e-paper terminals are thriving. Both E Ink Holdings, the leading global e-paper materials supplier,...
Wednesday 31 December 2025
Limited 2026 sports boost seen for panel shipments; foldable displays gain traction
Despite support from major international sports events, the global display panel industry faces a cautious outlook in 2026, with shipment growth no longer assured. Market uncertainty...
Wednesday 31 December 2025
Weblink bets on memory price surge and AI server boom for double-digit growth in 2026
Taiwan-based tech products distributor Weblink International is riding a surge in memory prices and robust demand for AI servers, positioning the company for strong growth in 2026...
Wednesday 31 December 2025
Taiwanese network IC designs to benefit from rising telecom restocking in 2026
Market inventory destocking in the networking supply chain is nearing its end, with telecom operators significantly increasing restocking for network infrastructure since the second...
Wednesday 31 December 2025
Ability Opto-Electronics eyes strong 2026, expands in Vietnam
Ability Opto-Electronics Technology (AOET) expressed optimism for its 2026 operations during its earnings call on December 30, despite the notebook market being impacted by rising...
Wednesday 31 December 2025
Global carmakers shift gears as BEV boom stalls, Nexperia crisis deepens
In 2025, the global automotive industry faced major structural shifts and geopolitical disruptions. Slowing growth in battery electric vehicles, changes in US EV policies, and chip...
Tuesday 30 December 2025
Inpaq expects PC/notebook upgrade momentum to continue; CEO says component price hikes are inevitable
Passive components maker Inpaq, under Passive System Alliance (PSA), held its annual investor conference. Looking ahead, CEO Eunice Chen expects 2025 orders driven by the PC/notebook...