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NEWS TAGGED QUANTA
Friday 1 December 2023
AI will be greatest driving force behind PCs, say tech leaders
The tech industry's main driver in 2024 will be AI, according to the leaders of industry heavyweights Quanta and Acer. Quanta chairman Barry Lam gave the opening keynote at the 6th...
Wednesday 29 November 2023
Notebook shipment update, October 2023

Introduction

Tuesday 28 November 2023
EV saves 2024: Taiwan-based electronics ODMs and OEMs look to EV for growth potential
As the consumer electronics market witnesses inertia, companies are looking to non-consumer products for growth opportunities, and among these products are automotive applications...
Tuesday 28 November 2023
AI servers propel 2024 growth for downstream electronics firms post GPU shortages
The ICT industry is slowly heading towards recovery, with AI servers emerging as the standout performer. Foxconn notes that the primary growth engine for 2024 is cloud servers, particularly...
Monday 20 November 2023
Global server market, 3Q 2023

Introduction

Wednesday 15 November 2023
With AI servers in high demand, GPU shortage may only ease up in 2Q24
The demand for AI servers is booming, but the supply of Nvidia GPUs is experiencing a severe shortage. During their respective earnings call on November 10, major server manufacturers...
Tuesday 14 November 2023
ODMs see growth for notebooks in 2024 as the worst appears to be over
After more than a year of wandering at the bottom, the notebook sector is finally looking to rebound. Both major notebook ODMs, Quanta and Inventec, have stated that notebook shipments...
Wednesday 8 November 2023
Apple's MacBook faces tough year but with 2024 comeback in sight
In the past fiscal quarter, Apple's MacBook revenue hit US$7.6 billion, marking a decline of 33.84% compared to the same period in 2022. This downturn represents the fourth consecutive...
Tuesday 7 November 2023
Chromebooks, business NBs, and especially AI to drive notebook rebound in 2024
With the traditional year-end peak season in 2023 not living up to expectations, all eyes in the notebook industry supply chain are looking toward promising growth in 2024. Industry...
Tuesday 7 November 2023
Quanta, Lite-On, and AcBel to enter EV powertrain market
Taiwanese manufacturers Quanta Computer and power supply specialists Lite-On Technology and AcBel Polytech are reportedly looking to enter the electric vehicle (EV) powertrain market,...
Wednesday 1 November 2023
Foxconn October sales expected to rise with new Apple M3 product orders
Hon Hai Precision Industry (Foxconn) is expected to enjoy a strong October thanks to orders for Apple's new M3-powered MacBook Pro and iMac, which will hit the market next week.
Wednesday 18 October 2023
How Taiwan's server and chip suppliers perceive the new round of AI GPU restrictions
The US has once again escalated its trade restrictions, and the AI chip industry is heavily affected. In addition to blacklisting China's fastest-growing GPU manufacturers, Moore...
Tuesday 17 October 2023
Nvidia CEO meets server ODMs in Taiwan
Nvidia CEO Jensen Huang is in Taiwan to meet with the company's server ODM partners, with the supply of Nvidia's H100 chips expected to be at the forefront of discussions.
Thursday 12 October 2023
Brand PC vendors say demand is picking up
Brand PC vendors including Dell and Hewlett-Packard (HP) have expressed optimism that demand is increasing, boosting confidence in related industry supply chains.
Tuesday 3 October 2023
Notebook brands run into challenges moving production beyond China
Notebook brands are being met with challenges trying to relocate notebook production outside of China. According to industry sources, Dell has recently encountered quality issues...
Research Report Database
Summary of Tech Supply Chain News!
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research