Wednesday 10 April 2024
GIS expects bounce back as new Apple product shipments start to contribute in 2Q24
Apple's supply chain underwent inventory adjustments in 2023, which resulted in sluggish operational shipments. Touch panel manufacturer GIS, which saw its performance hit rock bottom...
Tuesday 2 April 2024
Notebooks exported to China may be subjected to case-by-case review due to built-in AI chips
The US Bureau of Industry and Security (BIS) under the Department of Commerce (DOC) issued additional export controls on March 29 local time.
Friday 5 January 2024
Chicony Power sees weak revenues, but good profits in 4Q23
Despite seeing its operation affected by the traditional slow season in the fourth quarter of 2023, Chicony Power Technology still expects good profits for the quarter thanks to its...
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...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
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