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    NEWS TAGGED SHIPMENTS
    Saturday 8 August 2026
    Quanta posts second-highest monthly revenue as notebook shipments plunge 38%
    Quanta Computer posted its second-highest monthly revenue on record in July, as strong AI server demand sustained growth even as notebook shipments fell nearly 38% from June.
    Saturday 8 August 2026
    Compeq says satellite and data center orders will drive second-half growth
    Compeq Manufacturing said on August 6 that satellite and data center demand helped lift second-quarter performance, with revenue reaching a record for the period and management expecting...
    Saturday 8 August 2026
    IT panel demand cools as August prices hold steady
    IT panel demand weakened in the third quarter, with both monitors and notebook panels facing a demand correction after early restocking in the first half of the year. But with chip...
    Saturday 8 August 2026
    Elan warns CPU and DRAM shortages will strain 2H26 PC demand
    Taiwanese touch controller maker Elan held an earnings call on August 5 and said overall operations in the second quarter of 2026 were still solid, but the PC market in the third quarter...
    Saturday 8 August 2026
    Chenbro revenue climbs in the second quarter as July shipments hit a record
    Chenbro Micom reported consolidated revenue of NT$7.82 billion (US$242.4 million) in the second quarter of 2026, up 10% quarter-over-quarter and 43.7% year-over-year. The server chassis...
    Saturday 8 August 2026
    Accton revenue jumps on AI switch demand as 1.6T shipments expand
    Accton Technology Corporation said demand for high-end networking gear remained strong as AI data center buildouts continued, lifting July consolidated revenue to NT$39.473 billion,...
    Saturday 8 August 2026
    Ching Chan Optical profit jumps on high-end optical sorter demand
    Ching Chan Optical Technology said second-quarter 2026 earnings per share reached NT$0.96, up 12-fold year-on-year, as shipments of high-end optical sorting machines for passive components...
    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....

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    Research_DB
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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