Quanta Cloud Technology (QCT), which generated 50% of its revenue from AI servers in 2022, anticipates that the proportion will further increase this year.
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.
Quanta Computer expects to ramp up production for AI servers between the end of the third quarter and the fourth quarter. It also remains optimistic about growth generated from sales...
Wiwynn has initiated shipments of AI training servers, which currently only account for a small portion of the company's revenue but are projected to increase significantly by 2024,...
Server ODM Wiwynn has reported net profits of nearly NT$3.3 billion (US$107.5 million) on revenue of NT$74.23 billion for the first quarter of 2023, both of which set new records...
ODM Compal Electronics saw its net profits climb about 30% sequentially in the first quarter of 2023, with gross margin and operating margin also besting performances from the previous...
Coretronic Intelligent Robotics (CIRC), a subsidiary of Taiwan-based backlit unit (BLU) maker Coretronic, will likely see a significant increase in drone orders from ODMs and the...
Taiwanese ODMs are accelerating the downsizing of their production capacity in China amid rising geopolitical tensions and weakening demand, with Wistron announcing that its Taizhou...
Quanta Computer's board of directors has approved a company plan to set up a new plant in Vietnam for up to US$50 million, the ODM issued a filing with the Taiwan Stock Exchange (TWSE)...
Videotex, a 38-year-old Indian ODM, has said that they plan to expand manufacturing capacity with a new plant that would cater to LED TVs. The company is in the final stages of setting...
ODM Quanta Computer cut notebook sales as a percentage of company revenue to less than 50% in the fourth quarter of 2022, when gross margin grew 0.87pp on quarter to 6.48%.
LED lighting ODM Tons Lightology expects end-market demand to start picking up between the end of the second and third quarters, even though the global economy remains uncertain,...