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Thursday 14 May 2026
AI surge fuels patent race in server cooling with Taiwan firms among global leaders
A Taiwan Intellectual Property Office report released in 2026 showed that AI demand accelerated a global patent race in data center and server cooling technologies, with Inventec,...
Thursday 14 May 2026
Memory prices disrupt NB seasonality, hit 2H26 shipments and margins
Rising memory prices are reshaping the global PC market: stronger first-half notebook shipments are propping up revenue, but surging component costs threaten gross margins and are...
Wednesday 13 May 2026
Inventec sees strong AI, general-purpose server demand through 2028
Inventec expects both artificial intelligence (AI) servers and general-purpose servers to see growth in 2026, with company president Jack Tsai noting that orders for the latter are...
Wednesday 13 May 2026
Commentary: AI server ODMs face margin squeeze as memory costs soar
As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue...
Thursday 7 May 2026
Inventec sees strong NB and server demand but warns of component-driven margin pressure
Inventec reported April 2026 revenue of NT$84.786 billion (US$2.68 billion), down 3.17% month on month but up 36.53% year on year, signaling continued momentum in its notebook and...
Friday 24 April 2026
Exclusive: Google ramps new TPU servers, Taiwan suppliers gain share

Google's unveiling of its eighth-generation tensor processing unit (TPU) at Cloud Next 2026 is expected to drive the next wave of growth...

Friday 10 April 2026
Inventec posts record March and 1Q26 revenue on AI server strength
Inventec achieved an all-time revenue high in March 2026, fueled by robust orders and shipments of AI servers. The company reported March revenue of NT$87.563 billion (US$2.8 billion),...
Wednesday 11 March 2026
Inventec ramps up 2026 capex in US to meet growing AI order demand
Inventec announced plans to double its capex in 2026 to meet growing AI order demand and future growth, and disclosed multiple investment and expansion projects on the 10th. The company...
Friday 6 March 2026
Notebook shipments buoyed by early-2026 orders amid memory shortages and Apple's MacBook Neo reveal
Memory supply shortages and price hikes continue to impact the notebook market, prompting major non-Apple brands to accelerate shipments. This surge has helped original design manufacturers...
Tuesday 10 February 2026
Memory cost pressures lead ODMs to adopt cautious 2026 outlook for notebook shipments
Notebook ODMs reported mixed January 2026 shipment results, with Quanta declining year-over-year while Wistron and Inventec showed growth. The industry expects a first quarter seasonal...
Sunday 1 February 2026
CSPs ramp up AI capex as supply chain gains confidence
The AI arms race among cloud service providers (CSPs) is intensifying rapidly. Meta has announced plans to more than double its capital expenditure in 2026 compared to 2025, while...
Tuesday 27 January 2026
Memory crunch accelerates notebook orders, reshapes 2026 demand

Rising memory prices and persistent supply tightness are prompting PC brands to pull forward notebook orders, disrupting traditional seasonal...

Monday 26 January 2026
Latecomer firms set to climb global EMS/ODM rankings in 2026

DIGITIMES' tally of 2025 revenue for the world's top 20 electronics manufacturing services (EMS) and original design manufacturing (ODM)...

Thursday 22 January 2026
Google's TPU strategy said to give Inventec larger role in AI server manufacturing

Servers built around custom AI chips, known as application-specific integrated circuits (ASICs), have emerged as a focal point of the...

Wednesday 21 January 2026
Inventec doubles 2026 capex to US$1 billion to seize AI server growth opportunities
Inventec plans to double its capital expenditure (capex) in 2026 to US$1 billion, looking to seize opportunities in the artificial intelligence (AI) server market. Company chairman...