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    NEWS TAGGED SHIPMENTS
    Thursday 21 August 2025
    Samsung could benefit from US approval of lower-spec Nvidia Blackwell chips for China

    Industry analysts say Samsung could start supplying 12-layer HBM3E to Nvidia in the fourth quarter of 2025. But shipments for Nvidia's...

    Wednesday 20 August 2025
    Radiant Opto-Electronics sees muted seasonality in 2025 as Apple shipments shift
    Radiant Opto-Electronics, a major player in backlight modules, anticipates no typical seasonal revenue fluctuations in 2025 due to Apple's concentrated new product shipments in the...
    Wednesday 20 August 2025
    Xiaomi strengthens smartphone presence amid modest global growth
    Despite declining smartphone sales, Xiaomi maintained its top-three global smartphone ranking amid a mature market while its AIoT business maintained gross margins above 20%. Strategic...
    Tuesday 19 August 2025
    CyberTAN sees July revenue drop due to production line transfer
    Networking equipment manufacturer CyberTAN saw its July 2025 revenue drop by 16.69% year-over-year to NT$345 million (approx. US$11.5 million); however, cumulative revenue for the...
    Tuesday 19 August 2025
    Powerlogic expands beyond PC market, eyes 2026 revenue growth
    Powerlogic, a brushless fan manufacturer, has been actively expanding into the server market. Related shipments are scheduled to begin in the second half of 2025, with further growth...
    Tuesday 19 August 2025
    Samsung to challenge SK Hynix, Micron in Nvidia HBM supply after delays

    Samsung Electronics is intensifying its bid to break into Nvidia's high-bandwidth memory (HBM) supply chain after lagging behind SK Hynix...

    Tuesday 19 August 2025
    Nvidia and ASIC servers drive liquid cooling expansion in ASEAN
    Nvidia Corporation's GB200 server cabinets, along with cloud service providers' (CSP) servers powered by their in-house ASIC chips, are increasingly adopting liquid cooling technologies...
    Tuesday 19 August 2025
    Trump tariffs could stall Samsung’s US surge and boost Apple
    Samsung Electronics is enjoying its strongest run in the US smartphone market in years, but that momentum could be tested as US President Donald Trump threatens sweeping tariffs on...
    Monday 18 August 2025
    China smartphone market, 2Q 2025

    Introduction

    Monday 18 August 2025
    Tolls replace tariffs: Industry scrambles to adapt to Trump's evolving chip policy
    According to recent reports, the US government will collect 15% of revenue from shipments approved for Nvidia and AMD to China, funneling these funds into the national treasury. This...
    Saturday 16 August 2025
    Repon expects AI server demand to drive growth in 2H25 despite currency and tax challenges
    Nan Juen International (Repon), a Taiwanese server rail manufacturer, expects shipments to keep rising in the second half of 2025, with AI servers, particularly Nvidia's GB series...
    Friday 15 August 2025
    Weltrend sees strong 2025 growth on AI server cooling chip demand
    Weltrend Semiconductor projects strong double-digit revenue growth in 2025, fueled by rising demand for motor driver ICs in AI server cooling systems and an improving product portf...
    Friday 15 August 2025
    Quanta and Foxconn ramp up ASIC server efforts as 2026 market competition intensifies
    Quanta and Foxconn have both stated that shipments of AI servers using application-specific integrated circuits (ASICs) will significantly increase in 2026. The rapid growth of ASICs...
    Friday 15 August 2025
    China pushes back against Nvidia H20 chip exports amid US trade tensions
    Chinese authorities have recently voiced concerns about the reauthorization of shipments for Nvidia Corporation's H20 AI chips, highlighting fears that these chips could be remotely...
    Friday 15 August 2025
    Quanta to launch GB300 AI server in 4Q as high costs pressure margins
    Quanta Computer expects trial production of its GB300 AI server to start in late third quarter 2025, with mass production following in the fourth quarter. The rollout is expected...
    4/43 pages
    Research Report Database
    BIZ FOCUS
    Sep 9, 12:48
    Meet ADLINK's cExpress-R8: The compact solution to demanding and diverse industrial workloads
    Friday 12 September 2025
    SK hynix Completes World's First HBM4 Development and Readies Mass Production
    Friday 12 September 2025
    OneXPlayer Launched X1 Air 3-in-1 PC, Powered by BIWIN Mini SSD for Next-Gen Edge AI Storage
    Friday 12 September 2025
    WiseLink Announces $10M Bitcoin Allocation as Part of Treasury Strategy in Asia
    Summary of Tech Supply Chain News!