Intel CEO Pat Gelsinger, at an online investors conference, has pointed out that he expects PC total available market (TAM) to grow all the way to 2022, despite the pandemic being...

Taiwan-based server ODMs including Inventec, Quanta Computer, and Wiwynn are all gearing up to carry out their capacity expansion projects in Taiwan and overseas, according to company...

Server makers are gearing up to tap the high-margin edge computing market segment, which is expected to expand rapidly with the availability of 5G.

Notebook ODMs expect component shortages to worsen in the third quarter, as competition to secure sufficient supply from other industry sectors such as automotive electronics, consumer...

Apple reportedly will be making a rare investment to expand surface mounting technology (SMT) assembly capacity at its partners to satisfy demand for its miniLED-backlit devices including...

Notebook ODMs have all reported their shipments for May, but with mixed performances.

Server ODMs have seen their shipments disrupted by the shortages of power management ICs, network switches, and other chips and components, which are unlikely to ease until the end...

Taiwan-based server ODMs are all capable of shifting production to their factory sites overseas if COVID-19 is spreading out of control in Taiwan resulting in a nationwide lockdown,...

Taiwan-based ODMs remain upbeat about their shipments for notebooks despite a recent surge in COVID-19 infections in Taiwan.

Robust Chromebook demand boosted Quanta Computer's gross margin to 6.33% in the first quarter of 2021, up 0.14pp sequentially, despite an over 10% revenue decline on quarter, according...

Quanta Computer continues to see notebook customers step up their pace of orders with the orders pull-in momentum to carry on in the second half of 2021, according to the Taiwan-based...

Server makers including Quanta Computer, Wiwynn, MiTAC Computing Technology (MCT) and Inventec have all estimated their second-quarter 2021 server shipments to see double-digit sequential...

Most Taiwan-based ODMs expect their notebook shipments to grow by single- or double-digit rates in the second quarter of 2021 despite a setback in April.

White-box server ODMs such as Quanta Computer and Wiwynn saw their shipments to datacenter operators account for more than 38% of the global total server shipments in 2020, up 8pp...

Apple saw first-quarter 2021 sales of its MacBook series adopting M1 chips grow 4.9% sequentially and 70.09% on year to a record quarterly high of US$9.102 billion, mainly driven...