There is a clear gap between upstream and downstream electronics and semiconductor players in terms of detectable market conditions, with the former slowing down capacity expansions...
Brisk sales of Chromebooks and commercial notebooks in March led to higher-than-expected shipments by Taiwan-based ODMs including Quanta Computer, Compal Electronics, Wistron, and...
The self-controlled inventory clearance for notebooks has reached its end. The next step depends on whether the macro environment linked to market demand has changed.
A knockout competition is kicking off in the 5G O-RAN sector, and the market conditions will become clearer in one year, when winners are expected to emerge, according to Mike Yang,...
Notebook ODMs including Compal Electronics, Inventec, and Wistron are expected to see their shipments hit bottom for 2023 in the first quarter, according to industry sources.
Taiwan-based server ODMs have expressed caution about their sales prospects for the first quarter of 2023, citing significant adjustments in customer orders, according to industry...
Notebook ODMs Quanta Computer, Compal Electronics, and Inventec saw respective December consolidated revenues decrease on month and on year, according to the companies.
Taiwan-based manufacturers' combined 2022 server-related revenues are estimated to have grown nearly 16% to amount to NT$2.12 trillion, an increase much larger than their shipments'...
Taiwan-based notebook ODMs Quanta Computer, Compal Electronics, and Wistron all saw their notebook shipments register double-digit decreases in 2022, while Inventec's shipments dropped...
Server ODMs are generally cautious about their near-term demand prospects, as many US-based cloud service firms have significantly held back their spending, according to industry...
Quanta Computer is reportedly planning to set up a plant in northern Vietnam where the ODM will mainly fulfill orders for Apple MacBooks, according to industry sources.
