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NEWS TAGGED INVENTEC
Wednesday 26 June 2024
Notebook ODMs see flat 3Q24 shipments
Taiwan-based notebook ODMs typically anticipate a flat or only minor increase in third-quarter shipments due to the high base from the previous quarter.
Friday 24 May 2024
Notebook shipment update, April 2024

Introduction

Thursday 16 May 2024
Foxconn, Quanta, Inventec hold advantages in competition for GB200 server orders
As AI continues to be deployed in an ever-increasing range of industries, Cloud Service Providers (CSP) have accordingly increased their investments in AI-related hardware, with Nvidia's...
Wednesday 15 May 2024
Inventec's 1Q24 earnings call: growth across three major product lines, AI server revenue to double
Leading electronics ODM Inventec held its first quarter earnings call on May 14.
Friday 3 May 2024
Global server market, 1Q 2024

Introduction

Wednesday 10 April 2024
Taiwan ODMs expect sales growth in 2Q24
Taiwan-based ODMs including Quanta Computer, Compal Electronics, Inventec, and Wistron anticipate revenue increases in the second quarter of 2024, with the growth rate accelerating...
Tuesday 9 April 2024
Taiwan-based AI hardware suppliers ditch China for Mexico amid supply chain shifts
Amid the ongoing AI surge and supply chain's decoupling from China, Mexico has emerged as a promising alternative destination for electronic manufacturers.
Friday 29 March 2024
Notebook shipment update, February 2024

Introduction

Monday 11 March 2024
Notebook ODMs see growth in February shipments, full industrial rebound premature
Despite a shorter February, most notebook (NB) ODMs saw shipment growth and expressed optimism for March. However, concluding a complete rebound in the notebook industry may be pre...
Monday 11 March 2024
O-RAN revolutionizes telecom: a disruptive force or a strategic alliance?
In the cutthroat world of telecommunications, a seismic shift is underway. With its promise of openness and flexibility, Open Radio Access Network (Open Radio Access Network) is challenging...
Thursday 29 February 2024
Notebook shipment update, January 2024

Introduction

Tuesday 27 February 2024
Thailand's notebook industrial cluster takes shape, with Quanta on pace to surpass production target
Leading ODM Quanta Computer is well ahead of its own projected progress for manufacturing notebooks at its Thailand facilities, say sources in the supply chain: monthly production...
Friday 16 February 2024
Notebook ODMs to see shipments pick up in March
According to industry sources, Taiwan-based notebook ODMs, several of which experienced sequential shipment decreases in January, are expected to witness a pickup in March shipment...
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.