News tagged shipments at DIGITIMES

NEWS TAGGED SHIPMENTS

Tuesday 3 February 2026

iPhone gains in China squeeze MediaTek, Qualcomm revenues

Last week, Apple released its latest financial results for the first quarter of fiscal year 2026, with the iPhone 17 series continuing to post strong sales. Overall, iPhone shipments...

Tuesday 3 February 2026

AI redraws data center power architecture as rack-level energy systems go mainstream

Generative AI (GenAI) is driving a surge in computing demand, pushing data center competition beyond server performance toward infrastructure...

Tuesday 3 February 2026

India's smartphone market posts mixed growth in 2025, premium segment drives value gains

India's smartphone market experienced a mixed trajectory in 2025, according to Counterpoint Research. The year began on a softer note, weighed down by elevated inventory and...

Tuesday 3 February 2026

Nexperia plans Malaysia expansion in face of geopolitical risks and automotive supply concerns

Geopolitical tensions between the Netherlands and China led to Nexperia halting shipments at the end of 2025, raising concerns over potential disruptions in the automotive semiconductor...

Monday 2 February 2026

Taiwan PCB makers vie for AI server market with new 2026 capacity

As demand for AI infrastructure continues to grow steadily, major networking and server PCB suppliers such as Gold Circuit Electronics (GCE), First Hi-tec (FHt), and Allied Circuit...

Sunday 1 February 2026

China controls 80% of global AI glasses production

China has become the primary manufacturing and innovation hub for AI glasses, backed by an integrated supply chain. Omdia and IDC forecast global shipments exceeding 10 million units...

Sunday 1 February 2026

LMOC ramps silicon photonics output with new MOCVD expansion plan

LandMark Optoelectronics Corporation (LMOC) reported strong fourth-quarter 2025 performance, driven by a sharp ramp in silicon photonics (SiPh) shipments, with all three profitability...

Saturday 31 January 2026

LG Display plans KRW 2 trillion OLED investment in 2026, but holds back on next-gen IT panels

LG Display, fresh off its first profitable year in four years, is preparing to step up investment in 2026 as it seeks to strengthen its...

Saturday 31 January 2026

China claims 64% of ESS battery market as South Korea scrambles to launch a comeback

The global energy storage system (ESS) market based on lithium-ion batteries expanded in 2025. According to ET News and Ddaily, SNE Research reported that global...

Friday 30 January 2026

Taiwan's smartphone shipments exceeded 5 million in 2025, iPhone 17 drives market dynamics

Taiwan's monthly smartphone shipments surpassed 500,000 units in October and November 2025, largely driven by strong sales of Apple's iPhone 17 series. However, shipments declined...

Friday 30 January 2026

Realtek expects networking to drive growth in 2026 amid PC market challenges

Realtek Semiconductor outlined its outlook for the first quarter and full year of 2026 during its January 27, 2026, earnings call, highlighting networking applications as the key growth...

Thursday 29 January 2026

Analysis: China's chip price spiral has begun; a grey rhino threatening the 2026 supply chain

China's semiconductor supply chain is sending a clear signal: a wave of "chip inflation" driven by mature-node manufacturing, memory, and packaging costs is no longer theoretical;...

Thursday 29 January 2026

Realtek tops US$3.8 billion in 2025 revenue, signals solid growth from customer restocking in 1H26

Realtek said at its January 28, 2026, earnings call that fourth-quarter 2025 revenue reached NT$26.28 billion (US$840 million), down 10.9% from the previous quarter and 0.3% from a...

Wednesday 28 January 2026

Beijing greenlights Nvidia H200 shipments to ByteDance, Alibaba, Tencent

China has approved purchases of Nvidia’s H200 artificial intelligence chips by ByteDance, Alibaba and Tencent, four people familiar...

Wednesday 28 January 2026

Apple's iPhone 17 powers a strong quarter as memory costs soar

Apple is set to report fiscal first-quarter 2026 earnings on January 29, with strong sales of the iPhone 17 expected to drive record operating performance and solid smartphone shipments...

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RESEARCH INSIGHTS

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