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Tuesday 6 February 2024
Global notebook shipments to experience only minor sequential decline in 1Q24, says DIGITIMES Research
Global notebook shipments, not including detachable models, went down 5.8% sequentially in the fourth quarter of 2023 due to brand vendors' promotions on older-generation notebooks...
Tuesday 6 February 2024
Taiwan-based NB ODMs pivot resources to HPC and AI in 2024
In a recent shift, Taiwan-based laptop ODMs are directing their 2024 resources toward non-notebook ventures, notably in High-Performance Computing (HPC) and AI.
Friday 2 February 2024
DRAM trio Samsung, SK Hynix, and Micron battle for LPCAMM dominance amid AI laptop boom
2024 kicked off with a flurry of tech giants unveiling their AI laptops, each vying for a share of this burgeoning market. In step with this trend, memory manufacturers are gearing...
Friday 2 February 2024
Taiwan notebooks, 4Q 2023

Introduction

Thursday 1 February 2024
Wistron reportedly signs MoU to make notebooks in India after iPhone business sale
Reuters, the Economic Times, and Mint reported that according to an announcement by the government of Karnataka on January 31, Taiwan-based Wistron Corp...
Tuesday 30 January 2024
Inventec expects AI server shipments to surge in 2024
Inventec's AI server shipments in 2024 are predicted to more than double compared to 2023, according to Jack Tsai, president of the Taiwan-based ODM. Tsai noted the increased average...
Tuesday 30 January 2024
Samsung to make notebooks in India in 2024
As India is keen to encourage local production of computers and servers, Samsung Electronics disclosed its plan to make notebooks in the country
to capitalize on the growing...
Monday 29 January 2024
Notebook diversification is taking its sweet time
Diversification in the notebook supply chain is taking place slower than expected.
Monday 29 January 2024
ASUS eyes manufacturing boost in India to ride the wave of AI PCs
ASUS India's Vice President for Consumer and Gaming PC, Arnold Su, recently discussed the potential impact of AI PCs on India's tech market and the company's plans to boost its manufacturing...
Monday 15 January 2024
Seven major notebook brands gather at CES 2024; standard specs for high-end AI revealed
AI PCs dominated all discussions about CES 2024, with Acer, Asus, MSI, Gigabyte, Lenovo, Dell, and HP all present. Upon closer inspection, the standard specification for a high-end...
Wednesday 10 January 2024
Notebook brands' lack of orders for Vietnam has left supply chains anxious
The notebook supply chain pointed out that the momentum of US brands shifting production to Vietnam has not met the initial expectations. The lack of orders has left supply chain...
Wednesday 10 January 2024
Notebook ODMs post revenue decreases in 2023; outlook uncertain for 2024
Taiwanese ODMs Quanta Computer, Compal Electronics, Wistron, and Inventec saw revenues decline in 2023. However, the outlook for this year remains uncertain.
Wednesday 10 January 2024
Will the notebook industry see a recovery in 1H24?
After a bleak 2023, the notebook supply chain may need to wait even longer for revival as a market recovery is not expected for the first half of 2024.
Thursday 28 December 2023
Global top 5 notebook brands combined shipments rise in November and December, says DIGITIMES Research
The global top 5 notebook brands, not including Apple, saw their combined shipments in November rise 10% from October, while those of the top 3 ODMs also enjoyed growth at a similar...
Wednesday 27 December 2023
Notebook battery module caught in EV price storm in China
The decline in EV sales and hasty expansion has led to "involution" within Chinese battery cell makers, impacting the notebook battery module supply chain. Raymond Sung, GM of notebook...
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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