News tagged shipments at DIGITIMES

NEWS TAGGED SHIPMENTS

Friday 7 August 2026

Wistron sees AI server growth accelerate in August; new HPE, Lenovo and Oracle orders add 4Q26 lift

Wistron expects stronger AI server growth in August 2026 after reporting July revenue of NT$308.22 billion (approx. US$9.53 billion), down...

Friday 7 August 2026

Raydium sees slower third-quarter momentum after smartphone OLED DDI pull-ins

Raydium Semiconductor said its third-quarter 2026 momentum is likely to ease after customers pulled in orders for smartphone OLED display driver ICs in the second quarter. The Taiwan-based...

Friday 7 August 2026

Analysis: Five years of US polysilicon imports show why Washington set the price floor at US$21

US imports of high-purity polysilicon jumped to US$190 million in 2025. Still, the bigger story is in the volume: 6,791 tonnes, more than five times the 1,286 tonnes imported in 2024,...

Friday 7 August 2026

Taiwan raises 2027 central government spending to NT$3.6 trillion

Taiwan's central government said it would lift 2027 spending to NT$3.6 trillion, as President Lai Ching-te outlined a budget plan aimed at boosting industrial upgrading, technological...

Thursday 6 August 2026

Global smartphone AP industry, 2Q 2026: 2nm and memory costs to weigh on 3Q26 shipments

Introduction

Thursday 6 August 2026

Primax Electronics posts higher 2Q revenue as margins come under pressure

Primax Electronics reported stronger second-quarter 2026 consolidated revenue on the back of robust shipments from new consumer audio...

Thursday 6 August 2026

China smartphone shipments fall 5.5% as 5G models gain share

China smartphone shipments fell 5.5% year-over-year in the first half of 2026 even as 5G handset shipments rose 1.7%, according to the China Academy of Information and Communications...

Thursday 6 August 2026

AI orders give Soonest visibility into 2027

Soonest Express said strong AI shipments and the traditional second-half peak are extending its supply-chain visibility into 2027....

Thursday 6 August 2026

Jeter says AI shipping demand and geopolitics lifted first-half profit

Jeter reported stronger first-half 2026 earnings and said it expected momentum to continue in the second half as AI server shipments, semiconductor cargo, and tariff-related restocking...

Thursday 6 August 2026

WD points to HAMR ramp and long-term contracts as pricing power builds

At its fiscal fourth-quarter 2026 earnings call on August 5, Western Digital (WD) laid out a near-term growth strategy centered on higher-capacity hard disk drives and multiyear customer...

Thursday 6 August 2026

Tung Yang July revenue rises 23% on stronger AM and OEM demand

Auto parts maker Tung Yang reported July consolidated revenue of NT$2.036 billion, up 23% from a year earlier and a record for the same month. The Taiwanese supplier said cumulative...

Thursday 6 August 2026

Memory shortages squeeze smartphone shipments, leaving Chinese brands to sell the AI upgrade

The global smartphone market is approaching an unusual turning point in the second half of 2026. Artificial intelligence has become...

Thursday 6 August 2026

DRAM price surge lifts Samsung and Micron as SK Hynix loses share

Samsung Electronics and Micron Technology are benefiting more strongly from rising conventional DRAM and NAND prices than SK Hynix, whose focus on high-bandwidth memory (HBM) has slowed...

Wednesday 5 August 2026

Foldable smartphone shipments are set to rise 20% as Apple enters the market

Global foldable smartphone shipments are expected to increase 20% in 2026 from 2025, according to industry players cited in the source, even as the broader handset market faces tighter...

Wednesday 5 August 2026

Airoha optical comms revenue doubles as broadband lands CSPs

Airoha sees faster growth ahead as AI infrastructure, optical networking, and wireless edge products expand across global supply chains. The chip designer said its 2026 product mix...

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EDOM Accelerates Edge AI Deployment with NVIDIA Technologies

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