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Friday 14 April 2023
Terminal devices sales starting to show signs of turning around
There is a clear gap between upstream and downstream electronics and semiconductor players in terms of detectable market conditions, with the former slowing down capacity expansions...
Thursday 13 April 2023
Dell sees commercial PC market recovery
The commercial PC market experienced a difficult first quarter in 2023, but demand is expected to pick up in the second half, according to Kevin Terwilliger, VP and GM of the Latitude...
Tuesday 11 April 2023
Taiwan notebook ODMs report higher-than-expected 1Q23 shipments
Brisk sales of Chromebooks and commercial notebooks in March led to higher-than-expected shipments by Taiwan-based ODMs including Quanta Computer, Compal Electronics, Wistron, and...
Thursday 6 April 2023
Notebook shipment growth in 2Q23 estimated to still be in the single-digits
The self-controlled inventory clearance for notebooks has reached its end. The next step depends on whether the macro environment linked to market demand has changed.
Research Report Database
Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research