Monday 20 November 2023
Global server market, 3Q 2023


Monday 13 November 2023
India roundup: Tata acquires 100% stake of Wistron Indian subsidiary
Tata became one of the iPhone assemblers in India after Wistron sold its Indian assets. India's smartphone market have seen shifts in recent quarters due to 5G and premiumization.
Friday 10 November 2023
Wistron ITS defies odds: AI-driven growth charts course to 2024
Wistron ITS, the software arm of Wistron, resiliently navigates challenges amid global uncertainties. CEO Hsiao Ching acknowledges the challenges presented by "black swan" and "gray...
Friday 10 November 2023
Tata acquired 100% stake in Wistron Indian subsidiary
Rather than being a minority owner of Tata's iPhone manufacturing business, Wistron sold 100% of Wistron InfoComm Manufacturing (India) after an announcement to exit its iPhone manufacturing...
Friday 10 November 2023
Wistron sees net profits soar thanks to AI servers
The recent trend in AI servers has been a boon for component supplier Wistron: with Nvidia and AMD both placing orders for AI GPU baseboards and modules, the company has seen its...
Monday 30 October 2023
Wistron's sale of Indian facility to Tata signals India's growing role in Apple's supply chain
As Apple is expanding its iPhone supply chain in India and Wistron is diversifying into the more lucrative server business, Wistron announced a sale of its Indian facility to Tata...
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.
Friday 13 October 2023
Notebook ODM sees shipment bounceback in September but remains conservative for 4Q23 outlook
Notebook ODMs saw their shipments increase in September, but their outlook for the fourth quarter remains conservative. Both Wistron's and Inventec's evaluations stated that shipments...
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.
Thursday 5 October 2023
Asia's energy revolution lifts off: kite power generation spreads its wings with Wistron-Taipower partnership
Wistron Group's subsidiary, AiSails Power, has unveiled a collaborative initiative with Taiwan Power Company (Taipower), formalizing an agreement for high-altitude sail wind power...
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...
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...
Tuesday 5 September 2023
Gaming notebook demand remains robust
Notebook shipments in the second half of 2023 are expected to be weak, with only gaming notebooks likely to witness growth, according to notebook ODM sources.
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