Friday 25 August 2023
Notebook component suppliers land more short lead-time orders
Notebook component suppliers have observed a trend in which their customers increasingly opt for short lead-time orders as opposed to regular ones, according to industry sources....
Wednesday 19 July 2023
Notebook component suppliers remain cautious
Due to disappointing customer pull-ins, notebook component suppliers continue to maintain a cautious outlook for the second half of 2023, according to industry sources.
Thursday 13 July 2023
Notebook component suppliers to embrace rising costs
Notebook component suppliers are bracing for increased logistics and other costs as ODMs relocate production lines out of China to places such as Vietnam and Thailand, according to...
Thursday 29 June 2023
Notebook component suppliers see demand pick up
Notebook connector and other component providers have recently experienced an increase in demand, indicating that the worst is over, according to industry sources.
Thursday 27 April 2023
Notebook supply chain seeing lack of new product plans for 2H23
Notebook supply chain companies are seeing a lack of new product plans for the second half of this year despite the smooth progression of customer inventory corrections, according...
Thursday 9 March 2023
Notebook peripheral suppliers expect order pull-in momentum to resume in 2H23
Notebook component and peripheral suppliers expect customer order pull-in momentum to resume in the second half of 2023, according to industry sources in Taiwan.
Thursday 23 February 2023
Notebook-related chip suppliers await pick-up in end-market demand
Notebook-related IC design houses have seen short lead-time orders emerge recently, which may indicate positive signs for end-market demand momentum.
Tuesday 20 December 2022
Notebook component makers see large absences at China plants due to COVID
With China significantly easing its COVID-19 restrictions, some notebook supply chain companies in China have seen infections in their plants affect up to 50% of their workers, resulting...
Monday 20 June 2022
Component makers cautious about orders for 2H22
Notebook component makers are turning conservative about orders for the second half as impacts from the war between Ukraine and Russia and China's COVID lockdowns are expected to...
Friday 6 May 2022
PC component makers see no cutback in customer orders amid China lockdowns
China's COVID lockdowns and restrictions have little impacted order placements from clients despite causing shipment delays, but supply chain players may not be able to fully resume...
Friday 22 April 2022
Notebook component shortages worsening on China lockdowns
A variety of notebook components including connectors, wirings, PCBs, plastics, metal parts and molds, all long in sufficient supply, have slipped into shortages due to production...
Monday 15 November 2021
Inventec enterprise notebook order visibility reaches year-end 2022
Inventec's order visibility for enterprise notebooks has extended to the end of 2022 as its clients have turned to place long-term orders to counter the IC shortages amid the demand...
Thursday 12 August 2021
Notebook component suppliers post disappointing 2Q21 results
Unlike foundries and downstream device assemblers who have reported impressive sales and profits for the second quarter, notebook component suppliers had disappointing results for...
Thursday 15 July 2021
Notebook component makers see customers raise order pull-ins in 3Q21
Notebook components and parts makers including Getac have seen customers step up their pace in order pull-ins recently, according to company sources.
Tuesday 13 July 2021
Notebook component suppliers turn cautious due to market uncertainties in 2H21
Notebook component suppliers have turned cautious about building inventory as the upstream supply chain is now having mixed views over order visibility for the third quarter and beyond,...
Next-Gen Intelligence
Global server shipment forecast and industry analysis, 2022
China smartphone AP shipments rise sequentially in 2Q23 and 3Q23, says DIGITIMES Research
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research
In light of Huawei's 5G smartphone launch, US could pose even stricter sanctions, said DIGITIMES Research