The server supply chain had different views regarding the fourth quarter of 2022. However, for 2023, they seem to have reached a consensus: the visibility is still hard to estimate...
Component suppliers are seeing server ODMs become conservative with order pull-ins, as customer concerns about inventory build-ups mount, according to industry sources.
Taiwan-based server assemblers are expected to see third-quarter shipments register double-digit sequential increases, with positive shipment prospects for the second half of 2022,...
Macro headwinds may result in Taiwan-based server ODMs including Quanta Computer, Inventec, Wiwynn and Mitac Computing Technology posting slower-than-expected shipment increases in...
Despite rising global inflation, IT product demand from the enterprise segment remains robust, especially for servers and telecom equipment, according to Mitac Holdings president...
Server ODMs including Mitac Computing Technology and Wiwynn continue to deal with challenges arising from mixed levels of chip inventories, which may persist throughout the first...
Many PC brand vendors have moved to carry out localized production in India to benefit from the country's PLI (production linked incentive) scheme, but Taiwan's four major notebook...
Quanta Cloud Technology (QCT), a subsidiary of Quanta Computer specializing in the manufacture of datacenter servers, expects chip shortages, particularly the shortage of power management...
Mitac Holdings has expressed optimism about its operations next year, thanks to robust orders for servers, as well as recovery in demand for automotive and industrial tablets.
Shortage of components for server production will persist through mid-2022 amid strong market demand for servers, and it remains to be seen whether the sector can reach a supply/demand...
