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?...
Notebook ODMs are seeing customers step up the diversification of production locations aiming to accelerate production relocations away from China, according to industry sources.
Global top-5 notebook brands, excluding Apple, saw their combined shipments slipped 6% on month and close to 50% on year in November because of worsening global inflation and the...
Server ODMs mostly expect their shipments to increase in 2023, but at a scale smaller than in 2022, according to industry sources. Quanta Computer anticipates double-digit year-on-year...
Supply chain integrity is a main consideration when deciding where to move production bases. The more complete the supply chain, the better the profits for ODMs and electronics manufacturing...
Brand PC vendors are bracing for fierce price-cutting competition as inventories held by their channel distributors remain high, according to industry sources.
Himax Technologies believes its inventories should have hit their peak in the third quarter of 2022, when the display driver IC specialist saw its revenue and EPS both exceed the...
Supply chain sources indicated that Microsoft and Dell had requested to have all their IC sources of supply thoroughly checked - to see if any component stems from the Chinese semiconductor...
The entire notebook supply chain will remain under pressure to digest inventories through the end of the year amid stronger-than-expected slump in end-market demand resulting from...
After enjoying explosive growth in 2020 and 2021, the global PC market quickly encountered a lack-of-demand crisis in 2022, caused by the stacking impact of fewer WFH benefits, the...
Taiwan's IC inspection and certification labs including Sporton International, Audix and BTL continue to enjoy strong demand for Wi-Fi and other network chips, with order visibility...
With lockdown measures being imposed in several Chinese cities due to a resurgence of COVID outbreaks locally, notebook assemblers and related suppliers are being asked by brand US...
