Despite the traditional peak season, the outlook for notebook demand in the second half of this year remains unclear, with order pull-ins for consumer electronics also sluggish, according...
The current market for notebooks is witnessing intense price reductions initiated by both retailers and brand vendors, a trend that is anticipated to persist until the end of this...
The US-China trade war triggered the first wave of the electronic industry's moving out from China. The continued tension between Taiwan and China is now driving the second wave of...
Quanta Computer expects its future operation and profitability to be majorly driven by the AI business and in addition to servers and automotive AI chips, the company has also been...
Quanta Computer's automotive business is transitioning from investment cultivation to profit harvesting, according to the Taiwan-based ODM, which expects the business to account for...
To meet robust customer demand for AI servers, Quanta Computer's board of directors recently greenlighted capacity expansions at its production bases in the US and Germany, which...
ODMs including Quanta Cloud Technology (QCT), Wiwynn, and Giga Computing have experienced delays in fulfilling AI server orders due to the ongoing GPU shortage at Nvidia, according...
Compal Electronics saw its July revenue increase about 4% sequentially, while revenue at fellow ODM companies Quanta Computer, Wistron and Inventec decreased 3.6%, 16.5% and 12.3%,...
Component suppliers encountered a lackluster increase in orders from general-purpose server customers in the first half of 2023; however, orders are anticipated to increase in the...
ODMs are looking to kick off AI server shipments in the second half of this year, which they believe will be a new driver of profit growth, according to sources in the server indus...
Nvidia is gearing up for a prosperous second half of 2023, thanks to a spike in demand for its artificial intelligence processors, industry sources believe.
Hewlett-Packard (HP) is rumored to be considering moving some of its notebook supply chain to Thailand with Quanta Computer to serve as the primary assembler, but sources from the...
The book-to-bill ratio for multi-layer ceramic capacitors (MLCC) has risen to 0.91 on average from 0.84 in April, as orders from ODM customers have resumed, according to sources at...
Taiwan-based notebook ODMs are cautious about their shipment prospects for the third quarter despite reporting better-than-expected shipments in the second quarter, according to industry...
According to sources in the server supply chain, orders for enterprise servers were once again reduced in June. Demand for general-purpose servers for cloud data centers is also expected...