The emergence of Chinese AI model DeepSeek has sparked concerns over demand for high-end AI servers, raising fears of a potential blow to Taiwan's server ODMs. However, industry insiders...
The top 20 EMS/ODM companies in 2024 include 9 from China, 7 from Taiwan, and 4 from North America, ranked by revenue. However, if we analyze these companies based on profit and profit...
Six Taiwanese companies rank among the top ten global Electronics Manufacturing Services (EMS) providers for 2024, with Foxconn, Quanta, Wistron, and Inventec hitting record revenues,...
The US is anticipated to impose a 25% tariff on Mexico starting February 1, 2025, as proposed by the newly inaugurated President Donald Trump, prompting automotive electronics manufacturing...
Major Taiwan-based ODMs including Hon Hai (Foxconn), Quanta, Wistron, and Inventec enjoyed record-high sales in 2024, buoyed by robust AI server sales, while revenue at Pegatron and...
Jensen Huang, the founder and CEO of Nvidia, is visiting Taiwan for the company's year-end celebration. Industry sources indicate that Huang routinely meets with key supply chain...
The Original Design Manufacturer (ODM) industry is defying typical first-quarter seasonality in 2025, propelled by robust notebook (NB) shipments and sustained AI server demand. While...
Nvidia's upcoming AI server releases in 2025 are generating excitement, with robust demand expected from major players like Amazon Web Services. However, the return of Donald Trump...
Nvidia is working to replicate its AI server success in robotics, as Tesla and other leading companies announce their plans for developing humanoid robots.
RoyalTek, a global leader in satellite positioning and wireless communication technology, is proud to announce its latest innovations at CES 2025. Building on its legacy of excellence...
Quanta Computer is positioned to maintain its leadership in the AI sector, according to Barry Lam, chairman of the Taiwan-based ODM company. Building on AI advancements, he expects...
AI servers are facilitating the prosperity of device assemblers and will persist in doing so until 2025, despite a decelerating consumer electronics sector.
Server ODMs demonstrated strong performance in the fourth quarter of 2024, driven by general purpose (GP) servers filling the gap as AI servers undergo a transitional period. ODMs...
