Quanta Computer has already seen its supply for AI servers fall short of demand, with demand prospects looking encouraging, according to company chairman Barry Lam. Lam has also stated...
The notebook supply chain pointed out that the momentum of US brands shifting production to Vietnam has not met the initial expectations. The lack of orders has left supply chain...
Brand PC vendors including Dell and Hewlett-Packard (HP) have expressed optimism that demand is increasing, boosting confidence in related industry supply chains.
With Intel offering AI chips for PCs while OEMs such as Lenovo, Acer, and Asustek Computer actively invest in new AI PC projects, the PC industry may experience a wave of replacement...
Suppliers have seen utilization rates for Apple MacBooks cut in half in the second half of the year compared with the same period in 2022, indicating a sluggish second half of 2023...
Despite the traditional peak season, the outlook for notebook demand in the second half of this year remains unclear, with order pull-ins for consumer electronics also sluggish, according...
One of the key points of Asustek Computer's organizational restructure is its R&D department. This personnel shift suggests that the brand PC company may place more orders with...
Taiwan-based notebook ODMs are cautious about their shipment prospects for the third quarter despite reporting better-than-expected shipments in the second quarter, according to industry...
Notebook ODMs may see lower-than-expected shipment growth in the second half of this year compared to the first half, which may further lower annual shipment estimates, according...
Companies engaged in the notebook industry supply chain are still uncertain about end-market demand in the second half of this year but are confident that 2024 will be stronger, according...
Brisk sales of Chromebooks and commercial notebooks in March led to higher-than-expected shipments by Taiwan-based ODMs including Quanta Computer, Compal Electronics, Wistron, and...
