Thursday 8 December 2022
ODMs expect server shipments to rise in 2023, but be weaker than 2022
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...
Wednesday 23 November 2022
Apple supply chain keeps up with relocation shifts
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...
Wednesday 23 November 2022
PC vendors brace for fierce price-cutting competition
Brand PC vendors are bracing for fierce price-cutting competition as inventories held by their channel distributors remain high, according to industry sources.
Monday 14 November 2022
Himax sees inventory peak in 3Q22
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...
Monday 7 November 2022
PC brands increasingly caught between the US and China
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...
Thursday 29 September 2022
Notebook demand not likely to rebound till 2H23
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...
Wednesday 21 September 2022
Nvidia launches next-gen GeForce RTX built on TSMC N4 node
Nvidia has launched its next-generation GeForce RTX gaming GPUs built using TSMC's 4nm process technology.
Thursday 15 September 2022
US PC shipments fell 23% in 2Q22 amid waning consumer demand, says Canalys
US shipments of desktops, notebooks and workstations fell by 23% on year in the second quarter of 2022 to 19.8 million units.
Tuesday 13 September 2022
With high inventory and low demand, PC supply chain may need another year to recover
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...
Thursday 8 September 2022
IC inspection labs see demand for network chips remain strong
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...
Friday 2 September 2022
Notebook vendors stepping up diversification of manufacturing bases
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...
Thursday 1 September 2022
Brand notebook vendors cutting prices to offload inventory
Brand notebook vendors are cutting prices to offload excess inventories, which may put their profits under pressure in the second half of this year, according to industry sources.
Tuesday 30 August 2022
PC sales may stay sluggish in 1H23
Brand PC vendors continue to cut back orders amid high inventory levels, and may fail to see their shipments pick up until the second half of 2023, according to industry sources.
Tuesday 30 August 2022
Brand PC vendors to see shipments return to pre-pandemic levels
Brand PC vendors will see their 2022 shipments return to pre-pandemic levels due to a disappointing second half, according to industry sources.
Friday 26 August 2022
Global notebook shipments to rise in 2H22 after slip in 2Q22, says DIGITIMES Research
Global notebook shipments, not including models with a detachable keyboard, dropped 16% sequentially and 24% on year in the second quarter of 2022, but the volumes will see sequential...
COMPUTEX Microsite
Summary of Tech Supply Chain News!
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research