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...
The datacenter supply chain is facing two conflicting forces that may persist for 2-3 quarters and lead to a single-digit decline in global server shipment scale in 2023. One is the...
With ODMs Inventec and Quanta Computer disclosing their intentions to establish server SMT manufacturing lines in Thailand, as well as a number of PCB manufacturers transferring production...
Inventec's AI server and automotive businesses are on track for significant revenue growth this year, according to Sam Yeh, chairman of the Taiwan-based ODM/OEM company.
Given that Inventec is the sole provider of motherboards for ChatGPT servers, the company's 2019 investment in server systems integrator (SI) ZT has become the primary driver for...
Notebook ODMs may see lower-than-expected shipment growth in the second half of this year compared to the first half, which may further lower annual shipment estimates, according...
Inventec Corp., a Taiwan-based original design manufacturer for PCs and servers, disclosed that its AI accelerator VectorMesh has attracted several top-10 IC design companies in Taiwan,...
Server ODMs and other suppliers continue to see customers stay reluctant to step up their pace of orders amid unfavorable market conditions, according to industry sources.
Taiwanese server ODMs and associated component suppliers are diversifying production locations amid geopolitical tensions, favoring Thailand and Mexico.
Taiwan makers produced over 90% of the notebooks worldwide in 2008 with the top-5 notebook makers - Quanta Computer, Compal Electronics, Wistron, Inventec, and Pegatron - contributing...
There is a clear gap between upstream and downstream electronics and semiconductor players in terms of detectable market conditions, with the former slowing down capacity expansions...
Brisk sales of Chromebooks and commercial notebooks in March led to higher-than-expected shipments by Taiwan-based ODMs including Quanta Computer, Compal Electronics, Wistron, and...
The self-controlled inventory clearance for notebooks has reached its end. The next step depends on whether the macro environment linked to market demand has changed.
