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    NEWS TAGGED ODM
    Friday 15 May 2026
    AI servers squeeze ODM margins as consignment gains traction
    As AI server prices rise, original design manufacturers (ODMs) are hitting record revenue, but also coming under pressure on their gross margins. To defend profitability, manufacturers...
    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...
    Tuesday 12 May 2026
    AI server tracker: Taiwan AI server sales show gains spreading beyond TSMC

    Taiwan's AI server supply chain delivered another month of strong April sales, with growth extending from TSMC's chipmaking base to...

    Saturday 9 May 2026
    Wiwynn shifts memory purchases as component costs pressure ODM margins
    Rising prices for key components, including memory and processors, are increasing working-capital pressure on server original design manufacturers (ODMs) while also weighing on gross...
    Friday 8 May 2026
    AI-driven capital spending by hyperscalers reshapes global EMS competition and supply chain strategy
    Hyperscaler AI capital spending is rapidly reshaping global EMS and ODM strategies, driving firms like Luxshare to pivot from smartphones toward AI infrastructure opportunities, while...
    Thursday 30 April 2026
    NB plans plan to cut NRE and tooling fees, Chinese ODMs expand manufacturing footprint
    Sources from the notebook (NB) supply chain stated that Taiwanese ODM manufacturers that once stood at the forefront of the market are gradually stepping back, with Chinese ODM manufacturers...
    Tuesday 14 April 2026
    March 2026 revenue for ODM/EMS surged on back of AI server demand
    Taiwan's ODM and EMS sectors saw a surge in revenue in March 2026, driven primarily by strong AI server demand alongside seasonal quarter-end restocking. Notably, growth extended beyond...
    Sunday 12 April 2026
    How long can the AI server ODM boom last as growth begins to slow
    Taiwan's AI server ODM and EMS sector continues to deliver exceptional revenue growth in the first quarter of 2026, driven by sustained hyperscaler investment in artificial intelligence...
    Thursday 9 April 2026
    ODMs erase seasonal slump as notebooks and AI servers drive March surge
    Electronic ODM makers' surge in March revenue, driven by accelerated notebook orders and booming AI server demand, erased the typical first-quarter slump, with implications for global...
    Sunday 15 March 2026
    AWS ASIC servers enter mass production in 2Q26, lifting Taiwan ODM outlook
    Taiwan's ODM and EMS manufacturers reported solid revenue performance in February 2026, with AI servers playing a central role. Foxconn, Quanta, and Wistron all posted double-digit...
    Tuesday 10 March 2026
    Quanta AI server surge cuts notebook revenue share below 20%

    Quanta continued to benefit from demand for AI servers. In February 2026, notebook shipments were weak, yet revenue declined only 6.6% month-over-month...

    Thursday 12 February 2026
    Taiwan ODMs split in early 2026 as business transition takes hold

    Taiwan's leading original design manufacturers (ODMs) are entering 2026 at different stages of transition, as efforts to expand into AI...

    Tuesday 10 February 2026
    Taiwan server ODMs set for record first quarter, driven by AI server demand

    Taiwan's server supply chain is entering what suppliers expect to be its strongest first quarter on record. ODMs, including Quanta, Wistron,...

    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)...

    Friday 23 January 2026
    Kinpo Group strengthens profitability in 2026, accelerates AI business and ODM transformation
    Kinpo Group held its annual year-end party on January 21, during which company chairman Jerry Hsu highlighted that US tariff policies in early 2025 had temporarily stalled the global...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook