Tuesday 14 November 2023
ODMs see growth for notebooks in 2024 as the worst appears to be over
After more than a year of wandering at the bottom, the notebook sector is finally looking to rebound. Both major notebook ODMs, Quanta and Inventec, have stated that notebook shipments...
Wednesday 8 November 2023
Apple's MacBook faces tough year but with 2024 comeback in sight
In the past fiscal quarter, Apple's MacBook revenue hit US$7.6 billion, marking a decline of 33.84% compared to the same period in 2022. This downturn represents the fourth consecutive...
Tuesday 7 November 2023
Chromebooks, business NBs, and especially AI to drive notebook rebound in 2024
With the traditional year-end peak season in 2023 not living up to expectations, all eyes in the notebook industry supply chain are looking toward promising growth in 2024. Industry...
Tuesday 7 November 2023
Quanta, Lite-On, and AcBel to enter EV powertrain market
Taiwanese manufacturers Quanta Computer and power supply specialists Lite-On Technology and AcBel Polytech are reportedly looking to enter the electric vehicle (EV) powertrain market,...
Wednesday 1 November 2023
Foxconn October sales expected to rise with new Apple M3 product orders
Hon Hai Precision Industry (Foxconn) is expected to enjoy a strong October thanks to orders for Apple's new M3-powered MacBook Pro and iMac, which will hit the market next week.
Wednesday 18 October 2023
How Taiwan's server and chip suppliers perceive the new round of AI GPU restrictions
The US has once again escalated its trade restrictions, and the AI chip industry is heavily affected. In addition to blacklisting China's fastest-growing GPU manufacturers, Moore...
Tuesday 17 October 2023
Nvidia CEO meets server ODMs in Taiwan
Nvidia CEO Jensen Huang is in Taiwan to meet with the company's server ODM partners, with the supply of Nvidia's H100 chips expected to be at the forefront of discussions.
Thursday 12 October 2023
Brand PC vendors say demand is picking up
Brand PC vendors including Dell and Hewlett-Packard (HP) have expressed optimism that demand is increasing, boosting confidence in related industry supply chains.
Tuesday 3 October 2023
Notebook brands run into challenges moving production beyond China
Notebook brands are being met with challenges trying to relocate notebook production outside of China. According to industry sources, Dell has recently encountered quality issues...
Monday 2 October 2023
AI server shipments herald bright future
Quanta chairman Barry Lam has been astonished by the orders placed by AI customers, and as client-side computing power sees a five to ten-fold increase every two years, hardware manufacturers...
Monday 18 September 2023
With Apple going green, supply chain gets involved through financial contributions and active participation
Apple is announcing that its Apple Watch 9 is the first to achieve carbon neutrality. Supply chain sources pointed out that it has been collaborating with customers to promote carbon...
Friday 15 September 2023
What has global supply chain restructuring meant for Taiwan?
After the reconfiguration of global supply chains, it will mark the beginning of Taiwan's great navigation era, and the trend of large-scale supply chain relocation has made supply...
Thursday 14 September 2023
AI server market to see sustained demand, says Quanta senior VP
Mike Yang, senior VP at Quanta and president of Quanta Cloud Technology (QCT), signals an unrelenting momentum in the AI server market and dispels concerns over any imminent demand...
Wednesday 13 September 2023
Suppliers see MacBook utilization rates halved in 2H23
Suppliers have seen utilization rates for Apple MacBooks cut in half in the second half of the year compared with the same period in 2022, indicating a sluggish second half of 2023...
Tuesday 12 September 2023
ODMs agree GPU availability is key to AI server delivery
Server ODMs have begun large-scale shipments of AI servers equipped with Nvidia's H100 GPU in the third quarter; however, a shortfall in GPU supply may impact their deliveries, according...
Research Report Database
Summary of Tech Supply Chain News!
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
Taiwan server industry experiences decline in 2023 revenues and shipments; poised to see growth in 2024, says DIGITIMES Research