Wednesday 12 October 2022
Server and network device assemblers turn cautious
Taiwan-based server and network device assemblers have turned conservative about customers' order pull-ins during the fourth quarter of 2022, according to industry sources.
Friday 7 October 2022
Networking, communication device makers disposing of backlogs of orders
Networking and communication device makers still have backlogs of orders to be filled. With easing of the shortage of components/materials, the blacklog orders are expected to be...
Wednesday 7 September 2022
Network device makers see orders remain strong
Network device manufacturers continue to enjoy strong demand with clear order visibility through the third quarter of 2023, according to industry sources.
Monday 5 September 2022
Networking supply chain upbeat about market prospects ahead
Upstream core chips suppliers and downstream system makers of the networking communications segment are all optimistic that market demand remains very strong in the short or longer...
Wednesday 24 August 2022
Lead times for network ICs shortened to 30 weeks
Some network IC suppliers have seen lead times shorten from over 50 weeks to 30 weeks, indicating that the chip shortage is easing, according to sources at network device manufactu...
Monday 8 August 2022
Sercomm sees robust order visibility through 1Q23
Taiwan-based network device vendor Sercomm has seen backlog of orders till the first quarter of 2023, and is optimistic that its revenues and profits will ramp up along with the gradual...
Thursday 4 August 2022
Network device suppliers see order visibility stretch into 2H23
Taiwan-based network device makers are optimistic about their business prospects for the second half of 2022 and beyond, thanks to clear order visibility through the second half of...
Friday 22 July 2022
Network device makers expanding production capacities
Taiwan-based networking device makers including Accton Technology, Arcadyan Technology and Sercomm have continued expanding their production capacities to satisfy the still-robust...
Wednesday 20 July 2022
Network device makers remain upbeat about 2H22 outlook
Taiwan-based network device makers remain optimistic about their business prospects for the second half of 2022, citing demand for broadband upgrades, particularly in North and Latin...
Thursday 7 July 2022
Networking/communication makers see increased June revenues
Networking/communication device makers generally saw June consolidated revenues increase sequentially and on year, with Sercomm, Alpha Networks and Hitron Technologies hitting respective...
Wednesday 6 July 2022
Network chip shortage to improve in 2H22
Delivery lead times for network chips are still as long as 52 weeks, but supply volume has significantly increased. Shortages will continue to improve in the second half of 2022,...
Thursday 9 June 2022
Sercomm customers more concerned about China lockdown than chip shortages
Customers of network device maker Sercomm are more concerned about the impact of COVID-induced lockdown restrictions in China than chip shortages, according to company chairman James...
Wednesday 8 June 2022
Network device makers guardedly optimistic about 2H22
Network device manufacturers including Accton Technology, Sercomm and Arcadyan Technology saw their May revenues rebound with sequential increases, and are guardedly optimistic about...
Wednesday 4 May 2022
Wiwynn sees inventory build-up generate more costs
Server ODM Wiwynn delivered brisk sales and profit results for the first quarter of 2022 but saw both its gross margin and operating margin slide due to growing inventory, and rising...
Wednesday 20 April 2022
Network device makers see limited impact of China lockdowns
Taiwan-based networking device makers including Arcadyan, Gemtek Technology, Hitron and Sercomm have earlier relocated parts of their production lines from China to Southeast Asia...
Your Fast Pass to Semiconductor Insights
Strategize Confidently with Insights into Samsung
Global top-5 notebook brands experience over 20% on-month shipment drop in October, says DIGITIMES Research
Global notebook shipments rise in 3Q23 but to slip in 4Q23, says DIGITIMES Research
Research Insight: order backlog, China demand to drive Infineon automotive segment in FY24