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Thursday 12 March 2026
Nvidia expands GPU market share as AIB shipments rise despite increased costs
Nvidia strengthened its dominance in the add-in-board (AIB) GPU market in the fourth quarter of 2025, capturing a record 94% market share even as overall shipments dipped amid rising...
Thursday 12 March 2026
Samsung reportedly wins foldable iPhone DRAM supply deal; 12GB LPDDR5X prices double
Samsung has reportedly secured an order to supply 12GB LPDDR5X DRAM for Apple's first foldable iPhone, negotiating a sharply higher price than in previous memory contracts.
Thursday 12 March 2026
Clevo leans into high-end notebooks as 2025 results show modest recovery
Clevo reported a high-end pivot in its notebook business, selling 1.39 million units and posting notebook revenue of NT$17.4 billion (approx. US$546 million) in 2025, with consolidated...
Thursday 12 March 2026
Taiwan Microloops reports record 2025 results, expects AI-driven growth in 2026
Taiwan Microloops posted record-high revenue and profits for 2025, driven by a surge in shipments of higher-margin AI-related products, the company reported. Full-year revenue reached...
Thursday 12 March 2026
Pegatron predicts AI server revenue to soar tenfold, driving quarterly gains in 2026
Pegatron stated during its earnings call on March 11 that its artificial intelligence (AI) server business will grow tenfold in 2026, continuing the shipment momentum from 2025 and...
Thursday 12 March 2026
Aplex warns shipment delays cut February revenue, eyes clearer market by 2Q26
Aplex Technology said Lunar New Year holiday-related reductions in working days delayed some shipments and hurt industrial PC revenue in February 2026, while follow-up orders remained...
Thursday 12 March 2026
Coretronic monitor shipments show potential, two new production lines added in 1Q26
OLED applications are increasing penetration in IT products, and backlight module manufacturer Coretronic has been shipping OLED tablets and OLED notebooks for the past two years....
Wednesday 11 March 2026
Jarllytec expects short-term trough as new hinge shipments begin
Bearing manufacturer Jarllytec said February 2026 will be a short-term operational trough as it ships new Chinese foldable smartphone hinges, with gradual recovery expected as shipments...
Wednesday 11 March 2026
Vivo targets 20% growth for Taiwan phone sales in 2026 despite component price hikes
Vivo unveiled its V70 series in Taiwan on the March 10, aiming to drive continued growth in its 2026 local operations by bringing flagship features to a broader audience. Although...
Wednesday 11 March 2026
NB ODMs see no clear early pull-in, 1Q26 shipments to decline double digits
Memory shortages and price increases continue to escalate. To avoid even higher prices, vendors are shipping products sooner rather than later. However, two major notebook ODMs, Quanta...
Tuesday 10 March 2026
Notebook shipment update, January 2026

Introduction

Tuesday 10 March 2026
Zheng Hsing sees steady 2025 performance as Vietnam shift and Turvo support sustain operations
Zheng Hsing maintained stable operations throughout 2025, supported by steady core business shipments and subsidiary performance. The company reported consolidated revenue of NT$8.104...
Tuesday 10 March 2026
Samsung bets on Galaxy S26 to beat the odds in Taiwan
Samsung has opened preorders in Taiwan for the Galaxy S26 series, its latest flagship smartphone lineup. The launch comes amid cautious industry sentiment surrounding smartphone de...
Tuesday 10 March 2026
Coretronic delays some imaging product deliveries due to Middle East conflict
Coretronic Corp. reported consolidated revenue of about NT$2.873 billion (approx. US$90.6 million) for February 2026, down 10% from January but up 12% year-over-year, with cumulative...
Tuesday 10 March 2026
Micro LED ramp in 1Q26 seen lifting Taiwan's Ennostar out of slump

Ennostar widened its loss in the fourth quarter of 2025 as seasonal weakness, softer demand, and customer inventory adjustments weighed...