News tagged shipments at DIGITIMES

NEWS TAGGED SHIPMENTS

Thursday 1 October 2026

China's share of global solar module demand falls below 40% as Europe, India gain ground

The global solar module market is undergoing a significant geographic shift in 2026. China remains the world's largest source of module demand, but its share of global shipments is...

Thursday 1 October 2026

Micron sees no end to the memory shortage, even after new fabs open in 2028

Micron told investors on September 30 that it cannot say when memory supply will catch up with demand. It expects the shortage to get worse over the next two years, even though additional...

Thursday 1 October 2026

China's humanoid robot lead widens, with domestic vendors supplying over 95% of global shipments

China's humanoid robot market continued to expand rapidly in the first half of 2026, with shipments exceeding 19,000 units and accounting for about 77.9% of the global total. Chinese...

Thursday 1 October 2026

AWS Trainium 3 shipments stall as supply chain sees turnaround

AWS's latest Trainium 3 shipments appear to be running behind expectations, but the strain reflects broader pressures that global readers will recognize across the AI hardware supply...

Thursday 1 October 2026

Micron's record quarter rests on pricing power as customers lock in 2027 supply

Micron Technology's fiscal fourth quarter showed a memory maker whose growth now comes mainly from price rather than volume, with customers committing cash years in advance to secure...

Thursday 1 October 2026

ASIC shipments top GPUs in 2027 as ABF substrate bottlenecks shift

The high-end cloud AI accelerator market will see a structural shift in 2027, with total ASIC shipments surpassing GPU shipments for the first time, driven by rising output from Google,...

Wednesday 30 September 2026

Neocloud lifts OEM buying as ODM-direct share slips below 80% in 2026

Taiwan-based server original design manufacturers (ODMs) have long been key partners for cloud service providers (CSPs) through the ODM-direct model, but the model's share is declining...

Tuesday 29 September 2026

Chips make up nearly half of South Korea's September exports; China, Hong Kong account for 52% of them

Semiconductors made up nearly half of South Korea's exports in the first 20 days of September, while China and Hong Kong combined accounted for more than half of the country's chip...

Monday 28 September 2026

South Korea's HBM-linked exports surge as Taiwan, Malaysia emerge as high-value destinations

South Korea's exports of the customs category that carries high-bandwidth memory (HBM) are no longer a two-destination story. Unit-value...

Thursday 24 September 2026

Eternal Materials eyes 2H26 peak season as precision equipment, advanced packaging shipments rise

Eternal Materials reported unaudited earnings before taxes (EBT) of NT$269 million (approx. US$8.47 million) in August 2026, up 28.05% from August 2025, with pre-tax earnings per share...

Thursday 24 September 2026

Supermicro begins shipping Nvidia Vera Rubin NVL72 AI racks

Supermicro has begun shipping Nvidia's next-generation Vera Rubin NVL72 systems, moving the rack-scale platform from product demonstrations into customer deployments as AI infrastructure...

Thursday 24 September 2026

OUCC sees semiconductor chemical shipments ramping up in 2027

Oriental Union Chemical Corporation (OUCC) expects shipments of semiconductor chemicals to ramp up in 2027 as more products complete customer qualification, with the Taiwan-based chemical...

Thursday 24 September 2026

ASRock Industrial's game-streaming win signals longer revenue tail, but supply risks remain

ASRock Industrial has secured a large North American game-streaming services project that could extend well into 2027, according to...

Wednesday 23 September 2026

Automotive display growth shifts to HUDs, passenger screens

The global automotive display market is entering a new phase of growth, with demand shifting away from central consoles and instrument...

Wednesday 23 September 2026

Gigabyte's Giga Computing sets up AI factory in Taiwan to accelerate rack validation

Gigabyte's AI server shipments continue to accelerate, lifting revenue and profit while prompting capacity expansion. For the first...

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