The US' escalation of the chip war with China has prompted more companies to shift their orders to Taiwan-based pure-play foundries. However, contract prices provided by TSMC and...
Brand PC vendors have yet to place significant orders with their assembly partners' new plants in Vietnam, indicating that moving production out of China is slow, according to industry...
Despite chipmakers being cautious about PC shipment prospects for 2023, industry sources say PC vendors such as Hewlett-Packard (HP) and Dell are confident their shipments will remain...
Inventory adjustments for notebooks have reached the last stage, meaning industry revival could happen sooner than expected, according to sources at IC design hous...
US notebook maker Dell has been rumored to significantly reduce the percentage of Chinese chips used by 2024. Sources familiar with the notebook sector believe that some Taiwanese...
Global shipments for traditional PCs fell below expectations in the fourth quarter of 2022 as 67.2 million PCs were shipped, down 28.1% from the prior year, according to preliminary...
As China is reopening to the world amid a domestic resurgence of infections, how will China's role as the world's dominant production site for notebook PCs change in the long run?...
Notebook ODMs are seeing customers step up the diversification of production locations aiming to accelerate production relocations away from China, according to industry sources.
Global top-5 notebook brands, excluding Apple, saw their combined shipments slipped 6% on month and close to 50% on year in November because of worsening global inflation and the...
Server ODMs mostly expect their shipments to increase in 2023, but at a scale smaller than in 2022, according to industry sources. Quanta Computer anticipates double-digit year-on-year...
Supply chain integrity is a main consideration when deciding where to move production bases. The more complete the supply chain, the better the profits for ODMs and electronics manufacturing...
Brand PC vendors are bracing for fierce price-cutting competition as inventories held by their channel distributors remain high, according to industry sources.
