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%,...
Shipments of general-purpose servers are falling faster than anticipated thanks to a shift in focus to AI servers, prompting ODMs to be concerned about shipment prospects for the...
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...
Inventec has successfully developed its AI accelerator IP in-house and already has interest from two IC design house customers, according to industry sources. Tapeout is expected...
Inventec Corp. announced the launch of its Minima series of MCU products to seize new opportunities brought forth by AI computing. It is targeting automotive chip customers by positioning...
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...
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...
In its announcement of June 2023 revenue, Inventec reported that its notebook shipments reached 1.7 million units, a decline from 1.8 million units in May. This is in contrast to...
Notebook ODMs generally predict that third quarter growth will outpace second quarter growth, but growth rates range from single to double digits. After experiencing weak shipments...
The datacenter supply chain is facing two conflicting forces that may persist for 2-3 quarters and lead to a single-digit decline in global server shipment scale in 2023. One is the...
With ODMs Inventec and Quanta Computer disclosing their intentions to establish server SMT manufacturing lines in Thailand, as well as a number of PCB manufacturers transferring production...
Inventec's AI server and automotive businesses are on track for significant revenue growth this year, according to Sam Yeh, chairman of the Taiwan-based ODM/OEM company.
Given that Inventec is the sole provider of motherboards for ChatGPT servers, the company's 2019 investment in server systems integrator (SI) ZT has become the primary driver for...
Notebook ODMs may see lower-than-expected shipment growth in the second half of this year compared to the first half, which may further lower annual shipment estimates, according...
