Server ODMs and other suppliers continue to see customers stay reluctant to step up their pace of orders amid unfavorable market conditions, according to industry sources.
Taiwanese server ODMs and associated component suppliers are diversifying production locations amid geopolitical tensions, favoring Thailand and Mexico.
Taiwan makers produced over 90% of the notebooks worldwide in 2008. The top-five notebook makers - Quanta Computer, Compal Electronics, Wistron, Inventec, and Asustek Computer - contributed...
There is a clear gap between upstream and downstream electronics and semiconductor players in terms of detectable market conditions, with the former slowing down capacity expansions...
Brisk sales of Chromebooks and commercial notebooks in March led to higher-than-expected shipments by Taiwan-based ODMs including Quanta Computer, Compal Electronics, Wistron, and...
The self-controlled inventory clearance for notebooks has reached its end. The next step depends on whether the macro environment linked to market demand has changed.
A knockout competition is kicking off in the 5G O-RAN sector, and the market conditions will become clearer in one year, when winners are expected to emerge, according to Mike Yang,...
Notebook ODMs including Compal Electronics, Inventec, and Wistron are expected to see their shipments hit bottom for 2023 in the first quarter, according to industry sources.
Taiwan-based server ODMs have expressed caution about their sales prospects for the first quarter of 2023, citing significant adjustments in customer orders, according to industry...
Notebook ODMs Quanta Computer, Compal Electronics, and Inventec saw respective December consolidated revenues decrease on month and on year, according to the companies.
Taiwan-based manufacturers' combined 2022 server-related revenues are estimated to have grown nearly 16% to amount to NT$2.12 trillion, an increase much larger than their shipments'...
