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NEWS TAGGED ODM
Tuesday 10 December 2024
ODM server shipments stay strong in 2024; benefit from Nvidia Blackwell in 2025
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...
Thursday 5 December 2024
Taiwan chip firms' China ties in crosshairs as US expands chip ban
The expansion of US trade sanctions against Chinese semiconductor firms has raised concerns among Taiwanese companies regarding their business relationships with Chinese customers...
Wednesday 27 November 2024
Supermicro returns to the battlefield with B300 as the focal point
Having emerged from its financial report turmoil, Supermicro is back in action, intensifying competition in the AI server market. Industry sources indicate that while other ODM manufacturers...
Friday 22 November 2024
Server ODMs face margin pressure despite new AI shipments
While Nvidia's latest financial report garnered attention for its strong earnings, the focal point was its declining gross margin. This trend extends to ODM firms, with both Foxconn...
Friday 15 November 2024
Financial resilience key to AI server ODMs amidst booming demand from likes of Nvidia's GB200
Taiwan-based server original design manufacturers (ODMs) anticipate a significant surge in AI server sales by 2025. However, the rapid increase in sales has led to higher accounts...
Friday 8 November 2024
Quanta to expand SEA production portfolio amid surging demand post-US elections
Quanta Computer, the Taiwan-based ODM with production facilities worldwide, plans to expand its production portfolio in Southeast Asia in response to increased customer demand following...
Monday 14 October 2024
Notebook market struggles: Compal's flat September sales signal weak demand in peak season
Compal, the world's second-largest notebook ODM, reported flat sales in September, traditionally a peak season for the electronics industry, indicating a lackluster notebook market...
Monday 2 September 2024
Jensen Huang's three assurances temporarily calm cooling factories
Nvidia's founder and CEO, Jensen Huang, revealed that the Blackwell chip will be mass-produced and delivered to clients in the last quarter of 2024. He also states that demands for...
Tuesday 13 August 2024
Robust AI server sales buoy Wistron 2Q24 results
Wistron has reported its strongest second quarter in gross margin and EPS, boosted by strong AI server shipments. The ODM's outstanding performance during the quarter confirms the...
Friday 26 July 2024
ODMs collaborate with suppliers to reduce carbon emissions
Leading ODM Compal Electronics has been accelerating the implementation of its ONE+N project, announced in 2023 to achieve net zero in the supply chain. Within two years of the project's...
Friday 19 July 2024
Foxconn, Luxshare to gain from consumer electronics demand recovery
Demand for smartphones and other consumer electronics is on the rise, prompting device assemblers such as Hon Hai Precision Industry (Foxconn) and Luxshare Precision Industry to prepare...
Monday 1 July 2024
Global top-5 brands enjoy over 20% on-month shipment growth in May, driven by education procurement orders
The booming education procurement season in North America significantly contributed to a 23% month-on-month increase in combined notebook shipments (excluding detachable models) by...
Wednesday 26 June 2024
Notebook ODMs see flat 3Q24 shipments
Taiwan-based notebook ODMs typically anticipate a flat or only minor increase in third-quarter shipments due to the high base from the previous quarter.
Monday 24 June 2024
Avnet empowers Taiwan's ODMs to cut into global automotive electronics supply chain amid challenges
The US-based Avnet, a distributor of IC products and electronics components, is supporting Taiwan's Original Design Manufacturers (ODMs) in venturing into the global automotive market...
Wednesday 19 June 2024
Quanta's automotive sector secures four major clients with orders scheduled until 2030
Quanta's On-Board Computer (OBC) business continues to grow, becoming the company's third major pillar alongside Notebooks (NBs) and servers.