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NEWS TAGGED SHIPMENTS
Sunday 7 June 2026
Zhen Ding posts strongest May revenue as server optical module shipments surge
Zhen Ding Technology Group reported that May consolidated revenue reached a 2026 high as robust demand for high-end AI products drove significant year-over-year growth, the company...
Sunday 7 June 2026
Sercomm posts record first five months as North America drives 2026 revenue surge
Sercomm Corporation reported May 2026 revenue of NT$6.48 billion (approx. US$205 million), up 70% year-over-year, and said cumulative revenue from January to May reached NT$30 billion,...
Sunday 7 June 2026
AI cooling lifts heat spreader shipments at Niching
AI-driven high-speed computing and data transmission are driving up chip performance and cooling requirements worldwide, and Niching Industrial Corp. said its acquisition of Ming June...
Sunday 7 June 2026
Aewin pushes two-phase direct liquid cooling for high-density AI racks and gaming
Aewin announced a push into two-phase direct liquid cooling to address rising data center thermal demands as rack power consumption moves past 100kW, with demonstrations and product...
Friday 5 June 2026
Foxconn posts record May revenue as AI rack demand fuels growth
Computex 2026 closed on June 5 with Nvidia CEO Jensen Huang reaffirming the scale of AI infrastructure demand in his keynote — and Foxconn, as the world's largest electronics...
Friday 5 June 2026
Memory crunch pushes low-end smartphones toward 2026 breaking point
The global smartphone market performed better than expected in the first quarter of 2026 after some brands pulled forward orders, but shipments still fell by about 3.1% from a year...
Thursday 4 June 2026
Ventec wins spillover high-speed CCL orders, revenue rises
Ventec International said May 2026 revenue kept growing, driven by sustained demand for high-margin aerospace polyimide (PI) materials, the start of mass production after high-speed...
Thursday 4 June 2026
Adlink ramps robotics and edge AI expansion as US market drives growth
Adlink Technologies said it pushed into a growth phase for robotics, edge AI, and vertical markets in 2026 as the US became its largest revenue engine, accounting for more than 30%...
Thursday 4 June 2026
Apple's MacBook Neo shines amid PC market memory crunch
Global PC shipments are forecast to fall by 11.3% in 2026, as the PC market worldwide suffers under a memory crunch that is not expected to ease until the end of 2027. However, Apple...
Thursday 4 June 2026
xMEMS tackles data center heat with chip-level cooling tech
Surging demand for artificial intelligence computing has accelerated the buildout of data centers, pushing system cooling closer to its limits. As power consumption rises, heat-related...
Wednesday 3 June 2026
Notebook shipment update, April 2026

Introduction

Wednesday 3 June 2026
Micron's HBM4 push signals bigger Nvidia supply role
Micron Technology may supply more HBM4 memory for Nvidia's next-generation Vera Rubin platform than the market currently expects, as the US memory maker ramps up equipment investment...
Wednesday 3 June 2026
Liteon: RTX Spark could turn AI PCs into personal assistants
Liteon Technology showcased AI power management and liquid cooling solutions at COMPUTEX 2026, highlighting technologies aimed at supporting both AI PCs and next-generation AI data...
Wednesday 3 June 2026
AI cooling demand keeps booming, lifting suppliers' outlook through 2029
Strong demand for AI server cooling is extending visibility for the industry, with Asia Vital Components (AVC) and Auras Technology both forecasting sustained growth through 2029....
Wednesday 3 June 2026
Google's AI glasses to boost wearable shipments to 17.5 million in 2026
Google moved into the AI glasses market with new Android XR smart glasses co-developed with Samsung Electronics and partnerships with eyewear brands, and the entry is expected to lift...