Global markets have undergone rapid changes in recent years. First, a wave of AI technology adoption has led to a trend of industrial upgrading. Second, events such as the COVID-19...
Hewlett-Packard (HP) is rumored to be considering moving some of its notebook supply chain to Thailand with Quanta Computer to serve as the primary assembler, but sources from the...
The book-to-bill ratio for multi-layer ceramic capacitors (MLCC) has risen to 0.91 on average from 0.84 in April, as orders from ODM customers have resumed, according to sources at...
One of the key points of Asustek Computer's organizational restructure is its R&D department. This personnel shift suggests that the brand PC company may place more orders with...
Taiwan-based notebook ODMs are cautious about their shipment prospects for the third quarter despite reporting better-than-expected shipments in the second quarter, according to industry...
Inventory adjustments at Compal Electronics' notebook customers have come to an end, according to Martin Wong, president of the Taiwan-based ODM. The company expects the second half...
As generative AI applications like ChatGPT help drive demand for servers, Wingtech confirmed that its server ODM business is expected to grow in 2023 as the company is looking to...
Wistron will be aggressively advancing its worldwide manufacturing deployments in response to geopolitical shifts, according to Simon Lin, chairman for the Taiwan-based ODM company...
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...
Due to a slump in both volume and prices, revenue in the enterprise SSD market fell 47.3% sequentially to nearly US$2 billion in the first quarter of 2023, according to TrendForce.
Companies engaged in the notebook industry supply chain are still uncertain about end-market demand in the second half of this year but are confident that 2024 will be stronger, according...
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.