CONNECT WITH US
NEWS TAGGED QUANTA
Monday 22 January 2024
Quanta to embrace AI, says chairman
The AI era has finally arrived, according to Barry Lam, chairman of Quanta Computer. The company has been preparing for this since 2016 and received a constant stream of orders in...
Wednesday 17 January 2024
How will Taiwan-based suppliers emerge in a crowded power train market?
As power train manufacturers gear up for competition in the international market, the focus is on how Taiwan-based traditional powerhouses like Delta Electronics and new upstarts...
Thursday 11 January 2024
Quanta's server business achieved double-digit growth in 2023 due to AI servers
Quanta stated that in 2024, the demand for AI server orders will remain strong. However, key component shortages persist and are only expected to be resolved in the second half of...
Wednesday 13 December 2023
Notebook ODMs may see shipment growth resume in 2024
Notebook ODMs are expected to face shipment declines in 2023, but growth may resume next year, according to industry sources.
Tuesday 12 December 2023
Taiwan makers seeking closer ties with automotive IDMs
Taiwan ICT firms, including Quanta Computer and Hon Hai (Foxconn), seek closer ties with automotive IDMs to ride the vehicle electrification wave and become Tier 1 suppliers. These...
Monday 4 December 2023
Taiwan emerges as a global hub for medical tech revolution, powering 90% of world's AI servers and manufacturing
At the 2023 Healthcare Expo Taiwan, President Wong Chi-Huey of the Institute for Biotechnology and Medicine Industry (IBMI) emphasized Taiwan's vital role in the evolving global health...
Friday 1 December 2023
AI will be greatest driving force behind PCs, say tech leaders
The tech industry's main driver in 2024 will be AI, according to the leaders of industry heavyweights Quanta and Acer. Quanta chairman Barry Lam gave the opening keynote at the 6th...
Wednesday 29 November 2023
Notebook shipment update, October 2023

Introduction

Tuesday 28 November 2023
EV saves 2024: Taiwan-based electronics ODMs and OEMs look to EV for growth potential
As the consumer electronics market witnesses inertia, companies are looking to non-consumer products for growth opportunities, and among these products are automotive applications...
Tuesday 28 November 2023
AI servers propel 2024 growth for downstream electronics firms post GPU shortages
The ICT industry is slowly heading towards recovery, with AI servers emerging as the standout performer. Foxconn notes that the primary growth engine for 2024 is cloud servers, particularly...
Monday 20 November 2023
Global server market, 3Q 2023

Introduction

Wednesday 15 November 2023
With AI servers in high demand, GPU shortage may only ease up in 2Q24
The demand for AI servers is booming, but the supply of Nvidia GPUs is experiencing a severe shortage. During their respective earnings call on November 10, major server manufacturers...
Tuesday 14 November 2023
ODMs see growth for notebooks in 2024 as the worst appears to be over
After more than a year of wandering at the bottom, the notebook sector is finally looking to rebound. Both major notebook ODMs, Quanta and Inventec, have stated that notebook shipments...
Wednesday 8 November 2023
Apple's MacBook faces tough year but with 2024 comeback in sight
In the past fiscal quarter, Apple's MacBook revenue hit US$7.6 billion, marking a decline of 33.84% compared to the same period in 2022. This downturn represents the fourth consecutive...
Tuesday 7 November 2023
Chromebooks, business NBs, and especially AI to drive notebook rebound in 2024
With the traditional year-end peak season in 2023 not living up to expectations, all eyes in the notebook industry supply chain are looking toward promising growth in 2024. Industry...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research