Wednesday 10 May 2023
Global server shipments to see slight sequential growth in 2Q23 amid cloud service boom
Upstream and downstream players in the electronics industry remained at the inventory adjustment stage in the first quarter of 2023, with their revenue performance mostly stalling...
Tuesday 25 April 2023
Apple ranked biggest mobile PC display purchaser throughout 2022, says Omdia
Total mobile PC (include notebook and tablet) panel shipments reached 479 million units in 2022, according to Omdia. This is the first time since 2020 that annual shipments came below...
Thursday 13 April 2023
Dell sees commercial PC market recovery
The commercial PC market experienced a difficult first quarter in 2023, but demand is expected to pick up in the second half, according to Kevin Terwilliger, VP and GM of the Latitude...
Friday 24 March 2023
Dell sees robust demand for AI products and solutions
Dell now has over 1,000 AI products and solutions on hand, indicating that the AI industry has reached a tipping point, according to Terence Liao, GM of Dell Technologies Taiwan.
Friday 24 March 2023
Taiwan foundries see surge in orders transferred from China
The US' escalation of the chip war with China has prompted more companies to shift their orders to Taiwan-based pure-play foundries. However, contract prices provided by TSMC and...
Wednesday 22 March 2023
Vapor chamber adoption grows among notebooks
The use of vapor chambers (VC) in notebooks is increasing, boosting the sales performance of heat dissipation solution providers.
Wednesday 15 March 2023
Progress of moving PC production out of China is slow
Brand PC vendors have yet to place significant orders with their assembly partners' new plants in Vietnam, indicating that moving production out of China is slow, according to industry...
Wednesday 8 March 2023
Notebook ODMs see shipments bottom out
Notebook ODMs will soon see their shipments bottom out and recover from the second quarter, according to industry sources in Taiwan.
Wednesday 22 February 2023
HP, Dell to see PC shipments stay flat or increase in 2023
Despite chipmakers being cautious about PC shipment prospects for 2023, industry sources say PC vendors such as Hewlett-Packard (HP) and Dell are confident their shipments will remain...
Wednesday 8 February 2023
Inventory correction for notebooks nears end
Inventory adjustments for notebooks have reached the last stage, meaning industry revival could happen sooner than expected, according to sources at IC design hous...
Monday 30 January 2023
With US notebook chip procurement moving away from China, can IC design houses in Taiwan benefit from order transfers?
US notebook maker Dell has been rumored to significantly reduce the percentage of Chinese chips used by 2024. Sources familiar with the notebook sector believe that some Taiwanese...
Wednesday 11 January 2023
PC shipments continued to slump during holiday quarter with recovery now looking like 2024, says IDC
Global shipments for traditional PCs fell below expectations in the fourth quarter of 2022 as 67.2 million PCs were shipped, down 28.1% from the prior year, according to preliminary...
Monday 9 January 2023
Supply chain disruption limited as NB industry corrects inventory, according to DIGITIMES Research
As China is reopening to the world amid a domestic resurgence of infections, how will China's role as the world's dominant production site for notebook PCs change in the long run?...
Friday 6 January 2023
Notebook ODMs see customers actively diversify production locations
Notebook ODMs are seeing customers step up the diversification of production locations aiming to accelerate production relocations away from China, according to industry sources.
Research Report Database
Summary of Tech Supply Chain News!
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
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Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research