Monday 19 June 2023
Datacenter server shipments to decline on two conflicting forces
The datacenter supply chain is facing two conflicting forces that may persist for 2-3 quarters and lead to a single-digit decline in global server shipment scale in 2023. One is the...
Thursday 15 June 2023
Thailand to be key Southeast Asian server production hub
With ODMs Inventec and Quanta Computer disclosing their intentions to establish server SMT manufacturing lines in Thailand, as well as a number of PCB manufacturers transferring production...
Wednesday 14 June 2023
Inventec looks to AI servers, automotive for 2023 growth
Inventec's AI server and automotive businesses are on track for significant revenue growth this year, according to Sam Yeh, chairman of the Taiwan-based ODM/OEM company.
Tuesday 13 June 2023
Inventec is the only Taiwanese company in OpenAI supply chain
Given that Inventec is the sole provider of motherboards for ChatGPT servers, the company's 2019 investment in server systems integrator (SI) ZT has become the primary driver for...
Friday 9 June 2023
Notebook ODMs may cut shipment prospects for 2H23
Notebook ODMs may see lower-than-expected shipment growth in the second half of this year compared to the first half, which may further lower annual shipment estimates, according...
Thursday 8 June 2023
Inventec AI accelerator-inside ICs to be produced in Q4
Inventec Corp., a Taiwan-based original design manufacturer for PCs and servers, disclosed that its AI accelerator VectorMesh has attracted several top-10 IC design companies in Taiwan,...
Wednesday 24 May 2023
Server suppliers see customers still reluctant to increase orders
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.
Wednesday 17 May 2023
Taiwan server ODMs, related component suppliers diversifying production
Taiwanese server ODMs and associated component suppliers are diversifying production locations amid geopolitical tensions, favoring Thailand and Mexico.
Thursday 11 May 2023
Notebook shipments of Taiwan players from 2017-2024
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...
Tuesday 9 May 2023
Wistron, Inventec post notebook shipment drops in April
ODMs Wistron and Inventec experienced revenue drops in April 2023, both seeing notebook shipments fall more than 10% sequentially.
Friday 14 April 2023
Terminal devices sales starting to show signs of turning around
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...
Tuesday 11 April 2023
Taiwan notebook ODMs report higher-than-expected 1Q23 shipments
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...
Thursday 6 April 2023
Notebook shipment growth in 2Q23 estimated to still be in the single-digits
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.
Thursday 16 March 2023
Compal cautious about notebook shipment prospects
Compal Electronics is cautious about notebook shipment prospects this year due to market uncertainty, according to company president Martin Wong.
Wednesday 15 March 2023
Inventec upbeat about business prospects for 2023
ODM Inventec has expressed confidence in its business prospects for 2023, citing increased notebook, server, and smart device product line sales.
Summary of Tech Supply Chain News!
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research
Taiwan server industry experiences decline in 2023 revenues and shipments; poised to see growth in 2024, says DIGITIMES Research