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Wednesday 10 April 2024
Taiwan ODMs expect sales growth in 2Q24
Taiwan-based ODMs including Quanta Computer, Compal Electronics, Inventec, and Wistron anticipate revenue increases in the second quarter of 2024, with the growth rate accelerating...
Tuesday 9 April 2024
No off-peak slowdown for Wistron, as AI servers drive momentum
ODM companies are seeing better-than-usual performance during the traditional off-peak season, thanks to momentum driven by AI servers.
Friday 29 March 2024
Notebook shipment update, February 2024

Introduction

Tuesday 26 March 2024
Fire at Wistron Hsinchu factory has minimal impact on production
Wistron Corp. reported a fire accident at one of its factories on the evening of March 25.
Wednesday 20 March 2024
Taiwanese ODMs transition away from notebooks and smartphones, AI becomes key driver
The landscape of downstream electronic manufacturers is changing. 2023 was the starting point, and it will become more apparent afterward, with AI as a key driving force of this tr...
Tuesday 19 March 2024
EV investment by electronics majors continues
Contract electronics vendors Hon Hai Technology Group (Foxconn) and Pegatron, as well as ODMs including Quanta Computer, Compal Electronics, and Wistron, have maintained their accelerated...
Tuesday 19 March 2024
Foxconn, Quanta, and Wistron have high hopes for AI servers
Taiwan-based ODMs and contract device manufacturers including Hon Hai Technology Group (Foxconn), Quanta Computer, and Wistron have high expectations for AI server sales this year.
Thursday 14 March 2024
Wistron to focus 2024 capex on AI
ODM Wistron Chairman Simon Lin stated the company set its capex for 2024 at US$14 billion, of which 50% would be invested in its Taiwan-based facilities where AI is the focus.
Monday 11 March 2024
Notebook ODMs see growth in February shipments, full industrial rebound premature
Despite a shorter February, most notebook (NB) ODMs saw shipment growth and expressed optimism for March. However, concluding a complete rebound in the notebook industry may be pre...
Thursday 7 March 2024
Wistron ITS secures orders from major client, eyes AI push
Wistron Information Technology and Services (Wistron ITS) battled through headwinds in 2023 to emerge stronger, according to chairman and CEO Ching Hsiao. For 2024, massive opportunities...
Thursday 29 February 2024
Notebook shipment update, January 2024

Introduction

Tuesday 27 February 2024
Karnataka commissioner's Taiwan visit: tech investment, Wistron assurance, and sustainable vision
Gunjan Krishna, Karnataka's Commissioner of the Department of Industries and Commerce, recently visited Taiwan to attend Foxconn's 50th-anniversary celebration. Her visit came in...
Friday 16 February 2024
Notebook ODMs to see shipments pick up in March
According to industry sources, Taiwan-based notebook ODMs, several of which experienced sequential shipment decreases in January, are expected to witness a pickup in March shipment...
Wednesday 7 February 2024
Quanta leadership heads frontline charge as notebook ODMs compete for orders
As geopolitical factors continue to disrupt the conventional order, Quanta's top brass has been called into action, with vice chairman C. C. Leung personally heading to notebook juggernaut...
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Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research