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NEWS TAGGED QUANTA
Wednesday 7 February 2024
Quanta leadership heads frontline charge as notebook ODMs compete for orders
As geopolitical factors continue to disrupt the conventional order, Quanta's top brass has been called into action, with vice chairman C. C. Leung personally heading to notebook juggernaut...
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.
Wednesday 24 January 2024
TSMC CoWoS capacity expansion to support AI server sales
A significant ramp-up in CoWoS production capacity at TSMC is anticipated to propel server companies' AI server sales to new heights in 2024, according to industry sources.
Monday 22 January 2024
Quanta to embrace AI, says chairman
The AI era has finally arrived, according to Barry Lam, chairman of Quanta Computer. The company has been preparing for this since 2016 and received a constant stream of orders in...
Wednesday 17 January 2024
How will Taiwan-based suppliers emerge in a crowded power train market?
As power train manufacturers gear up for competition in the international market, the focus is on how Taiwan-based traditional powerhouses like Delta Electronics and new upstarts...
Thursday 11 January 2024
Quanta's server business achieved double-digit growth in 2023 due to AI servers
Quanta stated that in 2024, the demand for AI server orders will remain strong. However, key component shortages persist and are only expected to be resolved in the second half of...
Wednesday 13 December 2023
Notebook ODMs may see shipment growth resume in 2024
Notebook ODMs are expected to face shipment declines in 2023, but growth may resume next year, according to industry sources.
Tuesday 12 December 2023
Taiwan makers seeking closer ties with automotive IDMs
Taiwan ICT firms, including Quanta Computer and Hon Hai (Foxconn), seek closer ties with automotive IDMs to ride the vehicle electrification wave and become Tier 1 suppliers. These...
Monday 4 December 2023
Taiwan emerges as a global hub for medical tech revolution, powering 90% of world's AI servers and manufacturing
At the 2023 Healthcare Expo Taiwan, President Wong Chi-Huey of the Institute for Biotechnology and Medicine Industry (IBMI) emphasized Taiwan's vital role in the evolving global health...
Friday 1 December 2023
AI will be greatest driving force behind PCs, say tech leaders
The tech industry's main driver in 2024 will be AI, according to the leaders of industry heavyweights Quanta and Acer. Quanta chairman Barry Lam gave the opening keynote at the 6th...
Wednesday 29 November 2023
Notebook shipment update, October 2023

Introduction

Tuesday 28 November 2023
EV saves 2024: Taiwan-based electronics ODMs and OEMs look to EV for growth potential
As the consumer electronics market witnesses inertia, companies are looking to non-consumer products for growth opportunities, and among these products are automotive applications...
Tuesday 28 November 2023
AI servers propel 2024 growth for downstream electronics firms post GPU shortages
The ICT industry is slowly heading towards recovery, with AI servers emerging as the standout performer. Foxconn notes that the primary growth engine for 2024 is cloud servers, particularly...
Monday 20 November 2023
Global server market, 3Q 2023

Introduction

Wednesday 15 November 2023
With AI servers in high demand, GPU shortage may only ease up in 2Q24
The demand for AI servers is booming, but the supply of Nvidia GPUs is experiencing a severe shortage. During their respective earnings call on November 10, major server manufacturers...
megawin
Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research