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Outbreak impact: PC, notebook, server
The PC, notebook and server supply chains are being disrupted by the outbreak
IN THE NEWS
Thursday 21 May 2020
Taiwan April export order value down on month
Taiwan-based makers received export orders totaling US$38.53 billion in value in April 2020, decreasing 4.3% sequentially but increasing 2.3% on year, according to statistics released...
Monday 18 May 2020
Chromebooks expanding presence in notebook market
Demand for Chromebooks has expanded from the education sector to the enterprise and consumer sectors, and the penetration may lead to decreased share of Windows-based notebooks in...
Monday 18 May 2020
Top-5 notebook brands and top-3 ODMs see around 10% shipment growth in April, says Digitimes Research
Global top-5 notebook brands saw their combined shipments in April grow 12% on month to reach a new record for the month, as parts of their shipments originally scheduled for delivery...
Friday 15 May 2020
PCB maker Unitech losing momentum from AirPods 2
Unitech Printed Circuit Board saw its revenues and net profits for the first quarter of 2020 decline both sequentially and annually, and has expressed caution about its second-quarter...
Friday 15 May 2020
Server chassis maker Chenbro enjoys robust demand from US, China
Server chassis maker Chenbro Micom has seen robust demand for datacenter applications from the US and China, significantly driving up its revenues in the second quarter of the year,...
Friday 15 May 2020
HannStar Board to see strong 2Q20
PCB manufacturer HannStar Board expects to enjoy a particularly strong second quarter of 2020, thanks to an influx of short lead-time orders for notebook applications.
Friday 15 May 2020
Quanta expects double-digit notebook shipment growth in 2Q20
Quanta Computer expects its notebook shipments to register double-digit sequential and on-year increases in the second quarter of 2020, with annual shipments still likely to grow...
Thursday 14 May 2020
Asustek expects 30% notebook shipment growth in 2Q20
Asustek Computer expects to post a 30% sequential surge in notebook shipments for the second quarter, thanks to the rise of stay-at-home economy.
Thursday 14 May 2020
Phison remains upbeat about 2020 profit
Flash device controller supplier and module maker Phison Electronics remains optimistic about its profit performance this year, despite challenges arising from the coronavirus pand...
Thursday 14 May 2020
Rigid PCB makers may see weak momentum from notebooks in 2H20
Despite a ramp-up in short lead-time orders for notebook applications, most Taiwan-based rigid PCB manufacturers are expected to see their annual revenues decline in 2020 as notebook-related...
Thursday 14 May 2020
Asustek sees tight supply of notebook components
Coronavirus lockdowns in several Southeast Asian countries have disrupted supply of chips and components for notebooks and although the shortages have significantly improved recently...
Thursday 14 May 2020
Components and labor shortages continue to haunt server supply chain
Despite clients' strong short lead-time orders, the server supply chain is currently facing shortages of both components and labor, hindering their shipments in the second quarter,...
Wednesday 13 May 2020
Chassis specialist Ju Teng enjoys robust shipments for notebooks
Chassis maker Ju Teng International has seen its shipments for notebooks ramp up, with shipment growth expected to stay robust through the third quarter.
Wednesday 13 May 2020
Commercial notebook chips order visibility clear through 3Q20
Taiwan-based IC design houses continue to see an influx of additional orders from major brand vendors, with clear order visibility for diverse niche and peripheral chips extending...
Monday 11 May 2020
Taiwan April exports down
Taiwan's exports totaled US$25.24 billion in value in April 2020, slipping 10.7% sequentially and 1.3% on year, while the month's imports reached total value of US$22.97 billion,...