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Tuesday 10 September 2019
Compal, Inventec expect flat 3Q19 revenues after reporting declines for August
Compal Electronics and Inventec are on track to achieve flat sequential performances for their third-quarter revenues as expected, since clients advanced their orders originally for...
Monday 2 September 2019
Rigid-flex boards shipments for AirPods to stay robust
Despite the US tariffs on China-sourced wearable devices taking effect September 1, Taiwanese PCB makers are expected to see their shipments of rigid-flex boards for AirPods remain...
Monday 2 September 2019
Taiwan firms alter investment deployments due to US-China trade war
The escalating tit-for-tat tariff war between the world's two largest economies has prompted Taiwanese firms with operations in China to return home for investments while also sharply...
Tuesday 20 August 2019
Top-5 notebook brands see shipments rise on year in July, says Digitimes Research
Worldwide top-5 notebook brands saw combined shipments shrink 20% on month and rise 7% on year in July as Intel's CPU shortages started improving and vendors continued preparing extra...
Monday 19 August 2019
Motherboard, graphics card vendors to see shipments grow in 2H19
Thanks to seasonality and new products from Nvidia, AMD and Intel, motherboard and graphics card vendors, particularly Asustek Computer and Micro-Star International (MSI), are expected...
Thursday 15 August 2019
Quanta mulling setting up new factory site in Thailand
Quanta Computer is evaluating the feasibility of setting up a new plant in Southeast Asia, with Thailand being the favorite choice. Sources familiar with the matter identified Chonburi...
Wednesday 14 August 2019
Asustek posts on-year profit growth from brand business in 2Q19
Asustek Computer has reported revenues from brand business decreased 15% sequentially and 11% on year to NT$71.27 billion (US$2.26 billion) in the second quarter with net profit slipping...
Wednesday 14 August 2019
Notebook ODMs set to move part of production outside China
The US government's latest decision to delay the impelmentation of a 10% tariff on notebook imports has not changed the minds of notebook ODMs who have already made plans to move...
Tuesday 13 August 2019
Notebook ODMs post sharp shipment drops in July
Major notebook ODMs saw sharp declines in shipments in July, as clients showed little intention of accelerating inventory buildups despite the US decision to slap 10% tariffs on imports...
Tuesday 6 August 2019
Firms need not overly worry about tariff war, says Pegatron chair
Volatile international trade conditions are expected to persist into at least the next US presidential race, and firms must focus more on long-term development of the supply chains...
Tuesday 6 August 2019
Notebook ODMs to post higher-than-expected shipments in August
Notebook ODMs are expected to enjoy higher-than-expected shipments in August, as the 10% tariff on China-sourced notebooks staring September 1 has promoted brand vendors to stockpile...
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
US new tariffs on Chinese imports may dim TSMC, Intel prospects
The Trump administration's latest move to slap a 10% tariff on the remaining US$300 billion worth of Chinese imports, including handsets, notebooks and TVs, starting September 1 may...
Thursday 1 August 2019
Global server market – 2Q 2019

Introduction

Tuesday 30 July 2019
Taiwan sees surging server exports to US in 1H19
Taiwan's server exports to the US surged 400% from a year ago in the second quarter of 2019 thanks to Taiwan-based makers relocating production back to Taiwan from China in response...