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...
According to sources in the server supply chain, orders for enterprise servers were once again reduced in June. Demand for general-purpose servers for cloud data centers is also expected...
Notebook ODMs generally predict that third quarter growth will outpace second quarter growth, but growth rates range from single to double digits. After experiencing weak shipments...
The datacenter supply chain is facing two conflicting forces that may persist for 2-3 quarters and lead to a single-digit decline in global server shipment scale in 2023. One is the...
With ODMs Inventec and Quanta Computer disclosing their intentions to establish server SMT manufacturing lines in Thailand, as well as a number of PCB manufacturers transferring production...
Demand for Chromebooks has been rising in the second quarter of 2023 and is benefiting companies such as Quanta Computer and Acer in shipments, according to sources from the upstream...
Taiwan-based Radiant Opto-Electronics is reportedly the exclusive supplier of LED backlight units (BLUs) used in Apple's newly released next-generation 15-inch MacBook Air notebook...
Quanta Cloud Technology (QCT), which generated 50% of its revenue from AI servers in 2022, anticipates that the proportion will further increase this year.
Artificial intelligence (AI) will be increasingly used in data centers, and server manufacturers are moving swiftly to capitalize on business opportunities.
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.
According to the latest announcement by Samuel Garcia, the Governor of Nuevo Leon, Mexico, Quanta Computer will expand its investment by US$1 billion in the state, expecting to create...
Taiwanese server ODMs and associated component suppliers are diversifying production locations amid geopolitical tensions, favoring Thailand and Mexico.
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...