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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
Friday 24 April 2020
Component shortages disrupting server shipments
Shortages of components caused by the coronavirus pandemic have begun to undermine server makers' shipments to their clients, according to sources from the upstream supply chain.
Wednesday 22 April 2020
PC, CE chip demand may disappoint in 3Q20
Chip demand for PCs and consumer electronics devices may disappoint in the third quarter of 2020 despite the period being a traditional peak season for the two sectors, thanks to...
Monday 20 April 2020
Notebook ODMs face challenges from new seasonal pattern in 2020
Notebook ODMs are expected to witness a completely different seasonal pattern in 2020 and will see shipments in April to remain at levels similar to those in March, according to sources...
Monday 20 April 2020
Pandemic accelerating cloud-based digital transformation: Q&A with Sysage chairman Michael Lee
The conoravirus pandemic has compelled enterprises to switch to remote operation including video conferencing and employees' working at different locations and home, offering good...
Friday 17 April 2020
Notebook ODMs increasing component inventories
Notebook ODMs have been stocking extra parts and components, as they are wary of limited availabilities of cables/wires, connectors and passive components amid the coronavirus pandemic,...
Thursday 16 April 2020
AMD eyeing bigger presence in server processor market
AMD with its enhanced EPYC processor lineup is expected to grow its share of the global server CPU market to 10% by the end of 2020, according to industry sources.
Thursday 16 April 2020
Notebook ODMs to see shipments fall in May
Taiwan-based notebook ODMs are expected to see their shipments surge 20% sequentially in April, but fall back to the March levels in May, according to sources at fabless chipmakers...
Thursday 16 April 2020
Traditional PC shipments see sharp decline in 1Q20, says IDC
The global traditional PC market, comprised of desktops, notebooks, and workstations, declined 9.8% on year in the first quarter of 2020, reaching a total of 53.2 million shipments...
Wednesday 15 April 2020
Sunonwealth expects 2Q20 revenues to be driven by IT applications
Cooling fan module maker Sunonwealth Electric Machine expects its operation to grow sequentially and on year in the second quarter driven by demand from notebook, server and communication...
Wednesday 15 April 2020
Server firms continue to replenish inventory
Server ODMs have continued to stock up component inventory judging from clear order visibility through the third quarter or even the fourth quarter this year, according to industry...
Tuesday 14 April 2020
Server chassis maker Chenbro has good visibility for 2Q20
Server chassis maker Chenbro Micom expects its second-quarter revenues to rise sequentially with good order visibility and recovered capacity in China.
Tuesday 14 April 2020
Demand for advanced IC materials to stay strong through 3Q20
Demand for high-end IC manufacturing materials remains robust with clear order visibility stretching into the third quarter of 2020, bolstered by growing adoption of advanced fabrication...
Tuesday 14 April 2020
Whitley server PCB mass shipment to defer to 2H20
Taiwan PCB makers' production for Intel's next-generation Whitley server platform is likely to be deferred to the second half of 2020 from the original schedule in middle or at the...
Friday 10 April 2020
Compal, Inventec, Acer see staggering on-month revenue growths in March
Taiwan-based notebook ODMs enjoyed increased revenues in March thanks to rising orders from clients, while brand vendor Acer also achieved strong revenue growth in the month.
Friday 10 April 2020
Concerns about server component shortages emerge
With a number of Southeast Asian countries imposing various levels of coronavirus lockdowns, concerns have been rising about component shortages that may hit the server industry supply...