HeyJaredHenry Chang
- Indexed articles, last 90 days
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- Aug 13, 2026
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- Jul 9, 2026
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Taiwan notebook industry, 2Q 2026 (opens the original)
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Global notebook (NB) shipments in the second quarter of 2026, excluding detachable models, exceeded expectations and increased 6.9% from the previous quarter. Because NB brands and channel partners expected NB production costs to continue rising in the second half of 2026, while cost increases in the second quarter remained relatively moderate, they accelerated inventory build, pushing second-quarter global NB shipments above the original forecast. Education models also posted a clear sequential
Notebook shipment update, May 2026 (opens the original)
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DIGITIMES’ survey of May 2026 notebook shipments (excluding detachable models) from the world’s top five notebook brands (excluding Apple) and the top three notebook ODMs found that education tender demand entered its seasonal ramp-up phase during the month. This drove shipments of education-oriented models, including Chromebooks, up nearly 30% and lifted combined shipments from the top five brands by approximately 8% month-over-month. However, shipments by brand vendors were still down about 6%
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