Despite overall PC demand weakness, replacement demand from CPU and GPU upgrades remains promising, according to sources at related component suppliers.
Gaming PC peripheral suppliers, such as cooling fan maker Power Logic and cooling module firm Auras Technology, have seen downstream customers start stockpiling.
Thermal solution provider Auras Technology expects server-use cooling modules to become the main source of business growth in 2023, with the corresponding revenue proportion to rise...
Cooling module maker Auras Technology and Nidec Chaun-Choung Technology (CCI) are both turning their focuses to producing vapor chambers (VCs) for HPC and high-end notebook products,...
The arrival of next-gen graphics cards from AMD and Nvidia in the second half of 2022 is expected to stimulate demand, according to cooling component suppliers.
Notebook ODMs and component suppliers share the view that their order visibility is rather low for the second half of 2022, and the Russia-Ukraine war and pandemic conditions in China...
Notebook supply chain players had kept their production lines running during the Lunar New Year holiday reportedly for new MacBook Pro, which is set for launch in early March, according...
Taiwan-based cooling module makers are expected to see growing sales from the server sector in 2022 as demand for liquid cooling solutions has continued rising, according to sources...
Taiwan-based notebook ODMs (including Quanta Computer, Compal Electronics, and Wistron) and related component suppliers are all expected to see their shipment performance levels buck...
More China- and South Korea-based smartphone vendors are expected to adopt vapor chambers (VCs) for their new models slated for launch in the fourth quarter of 2021, according to...
Notebook component suppliers have turned cautious about building inventory as the upstream supply chain is now having mixed views over order visibility for the third quarter and beyond,...
Taiwan-based cooling module suppliers are generally optimistic about their operations in 2021, judging from an anticipated surge in demand for 5G and AI related applications.
