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NEWS TAGGED ODM
Thursday 13 June 2024
AmTRAN expects prosperity in 3Q24 as shipment ratio changes
2024 is a year of major sporting events. Benefiting from three major sports events, AmTRAN's shipments and performance in the first half of the year have been impressive.
Thursday 30 May 2024
Nvidia CEO meets Taiwan suppliers for Blackwell GB200 AI servers
Nvidia founder and CEO Jensen Huang is in Taiwan on a whirlwind visit.
Wednesday 22 May 2024
As AI PCs launch, notebook ODMs still await momentum
Microsoft has announced the first wave of its Copilot+ PCs, which includes products from five brand-name partners along with the company's own Surface line, all equipped with Qualcomm...
Tuesday 21 May 2024
Astera Labs steps up investment in Taiwan
US-based Astera Labs, which specializes in high-speed connectivity chips, has stepped up its investment in Taiwan to strengthen collaboration with local server ODMs.
Wednesday 15 May 2024
Inventec's 1Q24 earnings call: growth across three major product lines, AI server revenue to double
Leading electronics ODM Inventec held its first quarter earnings call on May 14.
Wednesday 10 April 2024
Taiwan ODMs expect sales growth in 2Q24
Taiwan-based ODMs including Quanta Computer, Compal Electronics, Inventec, and Wistron anticipate revenue increases in the second quarter of 2024, with the growth rate accelerating...
Tuesday 9 April 2024
Server ODM Wiwynn sees 1Q24 revenue hit 4-quarter high
Wiwynn has reported that revenue increased 6.2% year-on-year and 18.9% sequentially to a four-quarter high of NT$69.63 billion (US$2.17 billion) in the first quarter of 2024, driven...
Friday 22 March 2024
Why Taiwan's ODMs reluctant to follow PC brands into India
The massive market scale in India is regarded as a treasure trove by many PC brands.
Wednesday 20 March 2024
Taiwanese ODMs transition away from notebooks and smartphones, AI becomes key driver
The landscape of downstream electronic manufacturers is changing. 2023 was the starting point, and it will become more apparent afterward, with AI as a key driving force of this tr...
Monday 18 March 2024
Non-notebook sales buoy Quanta profitability
Quanta Computer is transitioning from a notebook ODM to a manufacturer of servers and automotive devices, as non-notebook sales buoy its profitability, according to market sources.
Monday 11 March 2024
Notebook ODMs see growth in February shipments, full industrial rebound premature
Despite a shorter February, most notebook (NB) ODMs saw shipment growth and expressed optimism for March. However, concluding a complete rebound in the notebook industry may be pre...
Thursday 7 March 2024
Wistron ITS secures orders from major client, eyes AI push
Wistron Information Technology and Services (Wistron ITS) battled through headwinds in 2023 to emerge stronger, according to chairman and CEO Ching Hsiao. For 2024, massive opportunities...
Thursday 29 February 2024
Notebook shipment update, January 2024

Introduction

Thursday 29 February 2024
ODM Wiwynn sees AI server sales climb
According to Taiwan-based ODM Wiwynn, the share of revenue attributed to AI server orders grew to more than 20% in the fourth quarter of 2023.
Tuesday 20 February 2024
As 2024 forecasts remain bleak, notebook industry pins hope for 2025
After seeing less-than-stellar results in the traditional peak season in 2022, followed by an even bleaker off-peak season in 2023, the notebook supply chain is afraid of a repeat...