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NEWS TAGGED SHIPMENTS
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...

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...