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Friday 25 August 2023
Notebook price cuts to stay fierce until end-2023
The current market for notebooks is witnessing intense price reductions initiated by both retailers and brand vendors, a trend that is anticipated to persist until the end of this...
Tuesday 22 August 2023
Thailand, Vietnam, and Malaysia compete for second wave of server supply chain migration
The US-China trade war triggered the first wave of the electronic industry's moving out from China. The continued tension between Taiwan and China is now driving the second wave of...
Thursday 17 August 2023
Quanta sees AI as future growth driver
Quanta Computer expects its future operation and profitability to be majorly driven by the AI business and in addition to servers and automotive AI chips, the company has also been...
Wednesday 16 August 2023
Quanta to see automotive deployment bear fruit in 2024
Quanta Computer's automotive business is transitioning from investment cultivation to profit harvesting, according to the Taiwan-based ODM, which expects the business to account for...
Monday 14 August 2023
Quanta to invest in AI server capacity expansions in US and Germany
To meet robust customer demand for AI servers, Quanta Computer's board of directors recently greenlighted capacity expansions at its production bases in the US and Germany, which...
Friday 11 August 2023
ODMs see Nvidia GPU shortage curb AI server shipments
ODMs including Quanta Cloud Technology (QCT), Wiwynn, and Giga Computing have experienced delays in fulfilling AI server orders due to the ongoing GPU shortage at Nvidia, according...
Thursday 10 August 2023
Compal posts July revenue growth; other ODMs see drops
Compal Electronics saw its July revenue increase about 4% sequentially, while revenue at fellow ODM companies Quanta Computer, Wistron and Inventec decreased 3.6%, 16.5% and 12.3%,...
Friday 4 August 2023
Component makers see general-purpose server demand pick up in 2H23
Component suppliers encountered a lackluster increase in orders from general-purpose server customers in the first half of 2023; however, orders are anticipated to increase in the...
Tuesday 1 August 2023
ODMs look to AI servers for profit growth
ODMs are looking to kick off AI server shipments in the second half of this year, which they believe will be a new driver of profit growth, according to sources in the server indus...
Tuesday 1 August 2023
Nvidia to embrace strong 2H23
Nvidia is gearing up for a prosperous second half of 2023, thanks to a spike in demand for its artificial intelligence processors, industry sources believe.
Wednesday 19 July 2023
HP still evaluating notebook production in Thailand, say sources
Hewlett-Packard (HP) is rumored to be considering moving some of its notebook supply chain to Thailand with Quanta Computer to serve as the primary assembler, but sources from the...
Tuesday 18 July 2023
BB ratio for MLCCs rises
The book-to-bill ratio for multi-layer ceramic capacitors (MLCC) has risen to 0.91 on average from 0.84 in April, as orders from ODM customers have resumed, according to sources at...
Wednesday 12 July 2023
Notebook ODMs cautious about 3Q23 shipment prospects
Taiwan-based notebook ODMs are cautious about their shipment prospects for the third quarter despite reporting better-than-expected shipments in the second quarter, according to industry...
Tuesday 11 July 2023
Suppliers see orders reduced for enterprise servers
According to sources in the server supply chain, orders for enterprise servers were once again reduced in June. Demand for general-purpose servers for cloud data centers is also expected...
Monday 3 July 2023
Notebook sector clears up in 3Q23, though growth is still yet to be seen
Notebook ODMs generally predict that third quarter growth will outpace second quarter growth, but growth rates range from single to double digits. After experiencing weak shipments...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research