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Tuesday 6 August 2019
Notebook ODMs not asked to relocate further despite new tariff threat
Notebook vendors have not asked their ODMs to enforce a new round of production relocation in response to a new 10% tariff to be levied by the US on the remaining US$300 billion in...
Monday 5 August 2019
Taiwan notebooks – 2Q 2019

Introduction

Thursday 1 August 2019
Global server market – 2Q 2019

Introduction

Wednesday 31 July 2019
Global notebook shipments to drop in 3Q19, 4Q19, says Digitimes Research
Worldwide notebook shipments rose over 20% sequentially in the second quarter of 2019, but volumes in both the third and fourth quarters are expected to experience sequential declines,...
Tuesday 30 July 2019
Global server shipments to increase 12.8% in 3Q19, says Digitimes Research
Global server shipments are expected to increase 12.8% sequentially in the third quarter of 2019 with a flat on-year performance, but shipments for all of the year are likely to drop...
Monday 22 July 2019
Apple deepens control over supply chain
Apple has been increasing control over its supply chain in the past few years and has been expanding its supplier base to bargaining chips in price negotiations, according to sources...
Thursday 11 July 2019
Notebook ODMs see rising shipments in June, but conservative about 2H19
Taiwan-based notebook makers all saw their shipments in June rise on month. Nevertheless, their shipment outlook for the second half of the year appears cautious.
Wednesday 10 July 2019
Server, networking device players expanding manufacturing in Taiwan and North America
The supply chain of servers and network communication devices has continued shifting their production out of China with Taiwan and North America being the two major choices for the...
Tuesday 9 July 2019
Notebook ODMs see June revenues rise, but 3Q19 shipments may be flat
Inventec has reported June revenues surged 16.7% sequentially, while other Taiwan-based ODMs are also expected to post substantial revenue increases for the month.
Monday 24 June 2019
Quanta mulls setting up production base in Southeast Asia
Taiwan-based Quanta Computer is assessing the feasibility of setting up new production lines in Southeast Asia, which are most likely to be located in Thailand, where the firm's affiliates...
Friday 21 June 2019
Inventec uses AI in notebook production lines
Inventec's AI R&D center, set up in 2018, has developed AI-based computer vision solutions for testing pre-installed notebook software, double-checking AOI (automatic optiacl...
Tuesday 18 June 2019
Inventec moving production lines out of China, but will not take sides in trade war, says chairman
Clients may be willing to pay for the expenses for manufacturing partners to move production out of China, but it remains to be seen how much longer such willingness is going to last,...
Monday 17 June 2019
Notebook supply chain sees significant increases in orders for June and July
With the US-China trade disputes lingering, notebook brand vendors have moved to increase orders for their supply chain partners in order to minimize any potential impact, according...
Wednesday 12 June 2019
Notebook component makers taking actions to cushion US-China trade war impact
Taiwan-based notebook component makers at the moment have come up with two different approaches to shipping their products to ODMs, as they closely monitor the development of the...
Wednesday 12 June 2019
Notebook ODMs see shipments rise in May
Major notebook ODMs all saw their shipments pick up in May compared to a month ago, and expect volumes to continue rising in June, boosting their overall second-quarter totals by...
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research