News tagged shipments at DIGITIMES

NEWS TAGGED SHIPMENTS

Monday 9 March 2026

Japan reportedly weighs US display plant with JDI to counter China's LCD dominance

Japan is in talks with Japan Display Inc. (JDI) to include a US display factory in a broader US$550 billion investment package for the US, a move aimed partly at reducing reliance...

Monday 9 March 2026

Taiwan server makers race to add quantum capabilities to protect future orders

AI servers priced roughly ten times higher than conventional servers now dominate global shipments, with about 90% assembled in Taiwan....

Monday 9 March 2026

Chinese optics firms shift from smartphones toward higher-end applications

China's optical industry is undergoing a structural shift away from smartphones toward higher-end applications as Sunny Optical, OFILM Group, and Q Technology each followed distinct...

Monday 9 March 2026

Foxconn's deep Nvidia ties and full-stack integration fuel AI server ambitions

Foxconn chairman Young Liu said the company expects robust growth in 2026, driven by recovering consumer electronics demand and expanding AI-related business. He expressed strong confidence...

Monday 9 March 2026

LEO satellite boom pressures Taiwanese PCB suppliers as shipments ramp up

The global space communication industry is expanding as the commercialization of low Earth orbit (LEO) satellites accelerates, with upstream printed circuit board (PCB) suppliers like...

Monday 9 March 2026

US weighs global AI chip export licensing to curb third-country diversion

The White House is reportedly drafting a new regulatory framework that would tighten US oversight of global AI chip exports. This move could reshape how advanced computing power is...

Monday 9 March 2026

Samsung keeps Galaxy S26 price hikes modest in Taiwan as memory costs rise

Samsung Electronics officially unveiled its annual flagship Galaxy S26 series and Galaxy Buds4 Bluetooth earphones on February 26, with Taiwan promotions announced on March 4. Rising...

Monday 9 March 2026

Radbon sees boost from resumption of deferred orders, expects long-term growth from aerospace, defense

Connector and cable assembly manufacturer Radbon Electronics has steadily deepened its presence in the defense and aerospace markets, with its investments gradually converting into...

Sunday 8 March 2026

Wistron posts record February revenue driven by AI server shipments

Wistron Group's February 2026 revenue surged to a historic high, fueled by strong shipments of AI servers and network switches. The company reported a year-over-year increase of 177.37%...

Saturday 7 March 2026

GCS eyes 200G optical component ramp in 2026 as AI demand grows

Driven by AI workloads, global data traffic is expanding rapidly. Compound semiconductor firm GCS Holdings said the optical...

Saturday 7 March 2026

Largan avoids low-margin orders as optical industry enters slow season

Adam Lin, chairman of optical lens and optoelectronics maker Largan Precision, emphasized the company's strategic focus on avoiding orders with low profit margins that could reduce...

Friday 6 March 2026

Chicony Power sees strong 1Q26 amid customer inventory replenishment

Chicony Power Technology reported its 2025 financial results on March 4, revealing a year-over-year decline in full-year performance due to the tight supply of key components and project...

Friday 6 March 2026

Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion

Rising geopolitical risks in the Middle East threaten to directly impact Chinese smartphone brands deeply rooted in emerging markets. For Transsion, known as the "king of low-end phones"...

Friday 6 March 2026

Cheng Mei Materials launches semiconductor films with 1Q26 shipments

Cheng Mei Materials' pivot to semiconductor materials could reshape Taiwan's advanced packaging supply chain, as the company begins shipments and commits new capital to scale production...

Friday 6 March 2026

Notebook shipments buoyed by early-2026 orders amid memory shortages and Apple's MacBook Neo reveal

Memory supply shortages and price hikes continue to impact the notebook market, prompting major non-Apple brands to accelerate shipments. This surge has helped original design manufacturers...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook